Titan Forms: A Top Choice on Salesforce AppExchange — Here’s Why
As premium as Salesforce is as a customer relationship management (CRM) platform, it cannot solve every use case. So, what does one do when they need to build a specific Salesforce form solution for their business?
They head to the Salesforce AppExchange, an online store that presents pre-built solutions for extending a Salesforce org, such as Titan Forms and other applications. However, Titan Forms for Salesforce stands out from the crowd with an average rating of 4.96 out of 5 stars and hundreds of positive reviews.
Are you curious as to why Titan Forms is attracting so much attention? In the article below, we cover the features making Titan Forms irreplaceable in the Salesforce ecosystem and the restrictions of competing form builders.
Whether you want new Salesforce tools or are ready to switch to a solution that can handle your form requirements, our article will provide all the details you need.
Let’s get started!
The Limitations of Most Form Solutions
Before explaining why Titan Forms performs so well, we want to discuss other form solutions on Salesforce AppExchange and why they don’t rank as high.
Though many form tools on the marketplace integrate with Salesforce, a considerable number of them fall short of delivering the exact solution your business needs. For example, they might not be natively compatible with Salesforce or lack real-time data syncs with your CRM platform.
Form solutions with these restrictions might require hacks or additional third-party connectors to function as promised. To avoid these extra steps and get your software to function seamlessly, here are a few limitations to be aware of when choosing a Salesforce forms solution for your business.
Lack of Deep CRM Integration
Some form tools only offer superficial data connections or require third-party middleware for a proper CRM integration. This limitation from a forms solution slows down business processes and could cause errors in Salesforce and your software stack, affecting live operations.
No team relying on Salesforce as a single source of truth wants a fragmented form solution that cannot handle:
- Complex Objects
- Dynamic Field Mapping
- Real-Time Updates for Standard and Custom Records
Additionally, a form solution without a deep Salesforce integration can lead to employees eventually manually entering data into a CRM, causing bottlenecks in work productivity.
This situation raises the question of whether your company should invest in more software to manage automatic data transfers.
Manual Data Handling & Workflow Gaps
It’s hard to believe, but many form solutions rely on manual exports or disjointed Salesforce workflows to push data where needed. For this reason, these form builders need extra help from human colleagues to push data correctly to Salesforce objects or even start actions in a workflow.
Ultimately, working in this manual way can introduce errors into your CRM platform and slow down business operations.
We suggest finding a form solution that comes with pre-built support for:
- Automatically creating Salesforce records
- Updating colleagues via notifications
- Automatically approving processes
These form features will ensure that your business teams do not have to fill in the gaps in workflows.
Poor Customization for Complex Business Use Cases
Basic form tools aren’t built with conditional logic, the ability to prefill data into forms, or dynamic user experiences in mind. Therefore, choosing a simple form solution for custom and complex business needs in Salesforce will only lead to a disaster.
Ideally, you want a form solution that can handle the following complex tasks:
- Styling Options for Customization
- Multi-Step Approvals
- Dynamic Fields that are Hidden or Visible Based on User Roles
- Dynamic Fields that are Hidden or Visible Based on Data
- Conditional Logic Capabilities
With these advanced form features, teams can design and build unique forms that align with team processes and reflect the company’s brand.
We suggest finding a Salesforce solution with these fundamental features so your business does not have to compromise on forms, customer experiences, or data collection.
Security and Compliance Limitations
Data privacy, encryption, and regulatory compliance (e.g. HIPAA or GDPR) are often afterthoughts in form software solutions, when in reality, they are non-negotiable rules for businesses in many industries.
One core component of forms is collecting customer data for a business. So, a form solution that does not have powerful data encryption features, audit trails, and support for compliance standards could potentially expose customer data.
We suggest finding a robust forms solution that takes aligning with Salesforce’s security model very seriously. It will ensure your business can minimize data breaches and comply with leading regulatory frameworks.
Limited Branding & UX Control
Most form tools restrict how far you can go with custom styling or tailored user journeys. This is because they come with basic design options for creating forms. With limitations on your styling options, you will struggle to create forms that match your organization’s brand.
When examining tailored user journeys, we need to discuss UX design. Without UX tools to control a form’s layout and behavior, your web project can look generic. Additionally, users might find your form’s interface difficult to navigate or trust, which can disrupt your planned customer journey.
If you need super polished and dynamic forms, we suggest finding a Salesforce solution that offers a multitude of design and styling tools, giving you more flexibility.
How Titan Forms Breaks the Mold
Unlike other generic form builders for Salesforce, Titan Forms ticks all the boxes and gives admins the power to launch complex, dynamic, and robust solutions without any code or limitations.
Check out our form builder solution if you want actual customer engagement with all responses sent automatically to Salesforce. We have SFDC forms for any Salesforce object or use case.
Need a deeper dive into the technical parts of Titan Forms? Take a look at our solid no-code features below. They are transforming the landscape of form creation and data management in Salesforce.
100% Native Salesforce Integration
First up, when you integrate Titan with Salesforce, your forms will work seamlessly within your CRM platform. This means you can say goodbye to unnecessary middleware, experience real-time data syncs, and eliminate massive information gaps in your CRM database.
Forms built with Titan’s no-code tools are connected to objects and can easily be added to workflows, ensuring your customer data is always safe within Salesforce. This deep integration with Salesforce allows various teams to work faster, collaborate on projects, and maintain compliance to speed up overall business operations.
No-Code Power with Complex Logic Support
Next, Salesforce admins can use Titan’s drag-and-drop tools to build highly dynamic and conditional forms, not just general, clunky ones.
For example, any logic can be added to a form to match the requirements of your business. And we would like to mention, that Titan Forms gives you fuller flexibility as it works with any data structure in your Salesforce org, such as:
- Many-to-Many
- Junction Objects
- Lookup Fields
- Formulas
- List Views
- Related Lists
Titan is the only product that allows admins to edit records in bulk, use grid views, and upload files to Salesforce. With us, teams can build any form with complete freedom without writing a single line of code.
Bidirectional Data Syncing
Titan Forms can push and pull data from Salesforce instantly. Our unique two-way data transfer enables admins to create pre-filled forms with live updates from responders sent to Salesforce in real time.
Additionally, our Titan setup requires no coding skills or additional middleware to connect your forms to Salesforce for bidirectional data syncs.
Enterprise-Grade Security & Compliance
Titan supports HIPAA, GDPR, SOC 2, and other industry-leading regulatory frameworks. With audit trails, encryption, and role-based access controls, Titan elevates your system beyond basic protective measures.
From the physical through to the application infrastructure and up to the user level management, security is at the forefront of Titan’s design. Security safeguards have been designed to keep customer data safe and secure.
Titan is hosted on the AWS Cloud platform and is maintained with 99.999% uptime. We use a Linux-based virtual machine as well as various AWS services to offer high performance and availability.
The AWS infrastructure puts strong safeguards in place to help protect customer privacy. All data is stored in highly secure AWS data centers.
Full Brand & UX Control
With Titan, admins can design pixel-perfect forms that match their company’s brand while adapting to user behavior with point-and-click tools.
Additionally, the business maintains its professional brand consistently across all content deployed while giving its users a smooth and interactive experience.
Here is a list of zero-coding styling options you get with Titan Forms:
- Choose Fonts
- Select Colors
- Add Business Logos
- Create Responsive Layouts
- Tailor the User Journey
Unified Platform Advantage
Titan doesn’t start and stop at form building. It has a suite of modules that can extend Salesforce functionality to include:
- Document Generation
- E-Signatures
- Portals
- Surveys
- Contract Lifecycle Management
- Process Automation
Titan’s dedication to supporting you in all sectors of the Salesforce ecosystem, ensures you can share logic and design decisions across all your projects and processes.
Direct Comparison: Titan Vs. Generic Form Builders for Salesforce
Are you searching for the best Salesforce form builder on the market? We recommend Titan Forms. It can go beyond the functionality of native Salesforce forms or other generic form builders.
Imagine your specific system for collecting customer data, like a contact form on a website. This simple exercise would go a long way toward helping you quickly list the software requirements that are important to your business.
Then, take a look at how we compare against competitors in the table below. We’re sure you’ll be just as impressed by our no-code features as our customers who leave stellar reviews on Salesforce AppExchange are.
| Feature | Titan Forms | Generic Form Builders on Salesforce AppExchange |
|---|---|---|
| Salesforce Connection | Provides a unique 2-way data sync to Salesforce in real-time. Titan Forms works with validation logic, Flows, standard, and custom objects. | Many have a solid Salesforce integration, which can only be accessed if you sign up for a higher-tier plan. |
User Interface | An easy-to-set-up 100% no-code builder with drag-and-drop tools. It’s ideal for non-technical users, allowing them to deploy Salesforce projects quickly. | Many have a visual builder, but require time to set up. They are ideal for businesses that employ IT teams or have technical support available. |
| Custom Forms | Admins can customize a form’s fields, media, layout, branding, and logic without code. | Depending on which form builder you choose, you may be able to customize your content with visual tools. In other cases, admins must use HTML and CSS to customize forms. |
| Responsive Design | Forms are mobile-ready and responsive across multiple devices. | Many form builders offer mobile-ready forms. However, admins might have to edit the layout of forms for different devices. |
| Fields and Elements | Fields sync to Salesforce and can pre-fill data in real-time. Access to dynamic drop-down elements is offered to admins by default. | Many form builders need Salesforce connectors to support dynamic picklists and pre-fill functionality. |
| Form Validation and Error Handling | Field-level rules are easy to configure, allowing form data to be validated in real-time before it is sent to Salesforce. | Admins must set up advanced validation rules within workflow logic. |
| Salesforce Automation and Logic for Forms | From Titan Forms, admins can trigger automations, send notifications to users, and update Salesforce records. | Generic form builders allow admins to create multi-step workflows for structured processes. |
| Media and File Uploads | Admins can embed YouTube videos and other dynamic media into forms. Users can upload files to a form, which is transferred to Salesforce. | Solutions for embedding media into forms are limited. Users can upload files securely with forms that have encryption. |
| Design | Complete access to no-code design tools to match your form to your company’s brand. Designs are responsive as forms are mobile-ready. | For complex forms, coding is needed to implement custom designs. |
| Payment Solutions | Built-in Stripe and PayPal integrations. Admins can easily include payment fields in forms without code. | Although many form builders offer a Stripe or PayPal connection, admins must configure the payment integration to meet business requirements. |
| Compliance | Follows HIPAA, GDPR, ISO, SOC 2, CCPA, and MFA regulatory frameworks. | Form builders can offer enterprise-grade compliance for HIPAA, PCI DSS, ISO 27001, and SOC 2. |
| Storage | Titan Forms integrates with trustworthy external document storage apps like Google Drive, OneDrive, Dropbox, Box, and SharePoint. | Not all form builders support external storage connections. |
| AppExchange Rating | 4.99 out of 5 stars. | There are currently 416 form solutions on the Salesforce AppExchange marketplace. Any one of them could rank between 1 and 5 stars. |
From our feature list in the table above, you can see that Titan Forms empowers admins to quickly build custom forms, thanks to its suite of no-code tools. Titan Forms is a perfect solution for any business across any industry that needs to launch custom forms and manage data in Salesforce.
Key Takeaways
Thanks for reading our article on how to choose a reliable form-building solution for your business. To summarize the content, we covered the limitations of Salesforce forms solutions. We also gave you a deeper understanding of Titan Forms’ capabilities to explain our rise in popularity on the AppExchange marketplace.
Here is a short outline for you to reference in the future.
Limitations of Generic Form Builders for Salesforce:
- Super shallow integrations with Salesforce.
- Manual data handling.
- Incomplete workflows for forms.
- Few customization options for forms.
- Inability to create custom and dynamic forms.
- Poor security measures.
- Non-compliant software.
- Few styling tools.
- A lack of UX tools.
Titan Forms for Salesforce: Why there is no Comparison on AppExchange
- 100% native Salesforce integration.
- Forms sync data bi-directionally to Salesforce with Get and Push integrations.
- Build multi-page forms and workflows with no code.
- Forms can contain complex conditional logic.
- Compliant with HIPAA, GDPR, SOC 2, and more.
- A multitude of styling options.
- Access to templates.
- Support for e-commerce with Stripe, PayPal, Authorize.Net, and Mollie integrations.
- No-code tools to build custom menus, business components, and user experiences.
- More than just a form builder, Titan is a complete platform, offering a host of Salesforce solutions.
Don’t Settle! Choose a Form Solution Built for Growth
In a world full of choice, don’t select a form-building solution for Salesforce that will hold your projects back. As your business scales, your teams will need a Salesforce solution that can support you all the way to the top.
Titan’s deep integration with Salesforce can do just this by giving you the tools to quickly design, build, and launch complex forms or workflows. So, choose Titan to build smarter Salesforce processes and better customer experiences, regardless of your business size or industry.
Contact us today to make the switch.
See you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
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