Measure What Matters

Outcome tracking, built for Salesforce.

OutcomeLens gives your team scored forms, real-time category scoring, and program-level reporting inside the org you already use. Your data stays in Salesforce, and your case managers stop living in spreadsheets.

Get It on AppExchange → View Pricing

✓ AppExchange Security Reviewed ✓ Salesforce Shield compatible ✓ Installed in minutes

Strongly Disagree

Agree

Strongly Agree

87.4

Thriving ↑

92.1

Stable →

74.8

Improving ↑

How It Works

From a blank canvas to a working program

Most teams have a working form, delivery path, and dashboard within a week of installing OutcomeLens.

Step 01

Design the form

Form Studio is a visual canvas. Choose from every available question type, write scoring rules, organize questions into categories, and preview the result before anyone takes the form. No code, no Apex.

Step 02

Deliver it where people are

The same form template runs inside a Salesforce Flow for case managers and on a branded Experience Cloud site for participants. Recurring schedules and email invitations handle reminders.

Step 03

Watch the data work for you

Scores calculate on save. Form Summary shows category trends and classification bands for each participant. The Program Dashboard rolls everything up into KPIs and cohort views the next time a director opens the page.

Who It's For

Designed for the programs people actually run

OutcomeLens fits the work in front of you, whether that's a clinic schedule, a case load, or a cohort of students.

Human Services

Nonprofits proving outcomes to funders

Track participant progress on housing stability, food security, workforce readiness, and youth development. Generate funder-ready PDFs with category trends and aggregate program outcomes.

Housing Stability Form
Food Security Form
Workforce Readiness Form

Behavioral Health

Clinical teams running validated instruments

Administer PHQ-9, GAD-7, and patient-reported outcome measures either in a clinician Flow or through a participant portal. Scores and classification bands appear on the patient record the moment a form is saved.

PHQ-9 Patient Health Questionnaire
GAD-7 Generalized Anxiety Disorder
Patient Activation Measure

Education

Schools and workforce boards measuring readiness

Capture student readiness, social-emotional learning, and college preparedness on a recurring cadence. Cohort views compare classes, programs, or grade levels against one another over time.

College Readiness Form
Social-Emotional Learning
Youth Development Form

Platform Capabilities

The data work behind your program, handled.

OutcomeLens scores responses, tracks progress, and surfaces program health the moment a form is submitted. Your team spends their time on the people, not the spreadsheet.

01

Scoring that happens the moment a form is saved

Set scoring rules once and OutcomeLens applies them on every submission. Responses map to point values or pass through as raw numbers, and category scores roll up into classifications like "At Risk" or "Thriving" automatically. Validated instruments like PHQ-9 and program-specific instruments like a housing index live in the same system.

✓ Score-based and value-based scoring in one engine
✓ Configurable categories with polarity-aware classification
✓ 17 question types with built-in validation

Category Scores

Housing Stability

87

Thriving

Employment

72

Stable

Wellness

45

At Risk

02

Progress you can see over time

Every submission is compared against the participant's baseline and most recent result. Sparkline charts and change percentages show how each category is moving, so a case manager can open a record and see the trajectory at a glance.

✓ Baseline and period-over-period comparisons on every category
✓ Sparkline trends with polarity-aware direction
✓ Four PDF report types, formatted for funder and board audiences

Participant Progress

Housing

+18.4%

Employment

+12.1%

Wellness

-6.2%

03

Program health, ready when you open the page

The Program Dashboard rolls up every form, response, and category score across your participants in real time. Completion rates, category heatmaps, classification distributions, and cohort comparisons are all there the next time someone opens the page.

✓ KPIs for active forms, completion, and on-time response
✓ Classification distribution and category heatmaps
✓ Cohort analysis and dropout detection

Program Dashboard

248

Active Participants

78%

Showing Improvement

94%

Completion Rate

12

At Risk

04

One form, two ways to deliver it

A single form template works for both case managers inside Salesforce and participants on their phones. Internal staff complete forms inside Flows. External respondents complete the same form through a branded Experience Cloud site. The data model and scoring engine are identical on both sides.

✓ Embedded in Salesforce Flows for internal staff
✓ Experience Cloud delivery for external respondents on any device
✓ Conditional logic and routing rules adapt the form as people answer

Delivery Tracks

SF

Salesforce Flow

Internal Users

EC

Experience Cloud

External Respondents

Shared data model, scoring, and reporting

Bundled with Every Install

Validated forms, ready on day one

OutcomeLens ships with nine pre-built form templates covering common behavioral health, human services, and education instruments. Use them as-is, clone them, or build your own from scratch.

Behavioral Health

✓

PHQ-9 Patient Health Questionnaire

Score-Based

✓

GAD-7 Generalized Anxiety Disorder

Score-Based

✓

Patient Activation Measure

Score-Based

Human Services

✓

Housing Stability Form

Score-Based

✓

Food Security Form

Score-Based

✓

Workforce Readiness Form

Score-Based

Education

✓

College Readiness Form

Score-Based

✓

Youth Development Form

Score-Based

✓

Social-Emotional Learning (SEL)

Score-Based

Templates load automatically on install, only if a template with the same unique name isn't already present.

Built for Salesforce

Your data stays in your org

OutcomeLens is a managed package installed directly into your Salesforce org from the AppExchange. There are no external services, no API integrations to maintain, and no participant data leaving the environment your security team already approved.

Sharing rules, field-level security, audit trail, and Salesforce Shield all apply to OutcomeLens records the same way they apply to any other Salesforce object.

SR

Security Reviewed

Passed the Salesforce AppExchange security review.

FLS

CRUD/FLS Enforced

Every query and every save honors record-level permissions.

0

Zero External Dependencies

Everything runs inside your Salesforce org.

SH

Shield Compatible

Platform encryption, event monitoring, and audit trail apply.

Pricing

Choose Your Edition

Professional

$6,000 /year

Nonprofit pricing available

Built for teams running scored forms, capturing participant outcomes, and comparing results over time.

✓ Up to 10 active form templates
✓ 20 scoring categories per template
✓ 17 question types, unlimited questions
✓ Conditional logic, routing, and recurring schedules
✓ Historical comparisons, sparklines, and program dashboard
✓ Experience Cloud delivery, intake, and consent
✓ Funder-ready PDF suite (Form Summary, Participant Progress, Program Performance, Program Outcomes)

Start Free Trial →

Impact

$12,000 /year

Starting price · nonprofit pricing available

For programs operating at scale, with sensitive data controls and dedicated onboarding.

✓ Everything in Professional
✓ Unlimited form templates and scoring categories
✓ Question sensitivity flags with optional reveal
✓ Advanced consent management and redaction
✓ Dedicated onboarding coordinator
✓ 48-hour response SLA

Talk to Us →

Coming Soon

Agentforce-powered insights, on the roadmap

OutcomeLens already structures your form data the way an AI agent needs it. The next release brings Agentforce to that data, so directors and case managers can ask plain-language questions about participant progress, program health, and funder reports.

✓ Quarterly program summaries drafted automatically
✓ Participant flagging based on score changes and missed forms
✓ Funder reports composed from real cohort data

AI

Start Tracking Outcomes Today

Install OutcomeLens from the Salesforce AppExchange and have your first assessment running in minutes.

Get It on AppExchange

View Documentation