Category: Titan Forms
Dynamic Forms from Salesforce lets you customize your user interface for your specific business requirements to ensure that your data is clearly understood and your staff are optimizing their workflow processes. So how do other businesses take full advantage of the custom Dynamic Forms feature from Salesforce? Join us below as we share a common use case…
If you want to learn more about Salesforce, Dynamic Form, Opportunity use cases, and other features from the world’s #1 customer relationship (CRM) platform, you have come to the right place. Many Titan users have had a lot of questions regarding topics surrounding Salesforce Dynamic Form, Opportunity use cases, and the different types of objects found in…
If you were wondering, Salesforce Dynamic Forms does support standard objects like Accounts, Contacts, Opportunities, Leads, and yes, even Cases We thought we should let you know as there has been some confusion online. Don’t miss out on any crucial information that you could use to take full advantage of your dynamic forms in Salesforce. Join us…
Salesforce, the #1 customer relationship management (CRM) platform, has listened to your requests and has provided its Dynamic Forms feature that you can use for your business workflow processes today! It does not matter if you are a small business or a large organization. If you use Salesforce, you are going to want to know about this…
WordPress is one of the most popular content management systems (CMS) online today, used by individuals, entrepreneurs, small businesses, and even large organizations. The platform is mostly known for designing and hosting websites and blogs in a simple manner through its user-centric interface. If you have a WordPress account, you already know how easy it is to…
You might want to use conditional field visibility in Salesforce so you can decide which fields you would like to view or hide on a specific record page. Many businesses like to set up Salesforce conditional field visibility for a more precise, decluttered view of their record pages so that they have a user-friendly experience and can…
Forms that are dynamic are great tools that are used to collect data from users in a variety of ways, such as online surveys, job applications, event registrations, e-commerce checkouts, customer support queries, and so much more! They go a long way in adding value to user experiences, improving the accuracy of the data that you collect…
If you are part of the Salesforce ecosystem, you will know that Dynamic Forms has been a game-changing feature, one that empowers users to streamline their layout and only show the most relevant information. While Dynamic Forms is one of the most innovative and useful features to come out of Salesforce in years, this doesn’t mean that…
Did you know that electronic signatures (e-signatures) can help businesses close deals and complete transactions anywhere worldwide? By integrating a Salesforce e-signature into their systems, sales, commerce, and other business teams can prepare, edit, negotiate, manage, and sign contracts electronically on one platform. This eliminates the need for physical documents to be sent, received, signed, scanned, and…