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Media-savvy content creator, with a curiosity for all Salesforce experiences.
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!
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.
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:
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.
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:
These form features will ensure that your business teams do not have to fill in the gaps in workflows.
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:
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.
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.
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.
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.
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.
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:
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.
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.
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.
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:
Titan doesn’t start and stop at form building. It has a suite of modules that can extend Salesforce functionality to include:
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.
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.
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.
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.
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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