Category: Titan Forms

Salesforce Conditional Field Visibility

How Salesforce Conditional Field Visibility Works

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. This approach provides a user-friendly experience and lets teams…

Dynamic Forms

How to Create Dynamic Forms Using a Drag-and-Drop Form Builder for Salesforce

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…

Dynamic Forms for Salesforce: Limitations

Dynamic Forms for Salesforce: Limitations

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…

Salesforce Electronic Signature

Salesforce Electronic Signature: An Insight into Digital Document Signing

Did you know that electronic 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 manually…

Salesforce Forms

Titan Forms for Streamlined Salesforce Data Management

If you are reading this article then there is a good chance you are interested in using Salesforce Forms to streamline data management in your organization and make more personalized connections with customers. But first up, what are Salesforce Forms? Well, Salesforce Forms can refer to any form integrated with the Salesforce ecosystem. There are several ways…

Fields and Sections

Where do the Fields and Sections from a Page Layout Appear when you View a Lightning Record Page?

Are you also struggling to find Fields and Sections in your Salesforce Lightning Page Layout? We recently found that a few of our Titan friends needed some help and thought we might share the process here with you too. So let’s dive in! How to Add Field Section in Lightning Record Page A Page Layout in Salesforce…

Web-to-lead for Salesforce & Gravity Forms

Gravity Forms Integration with Salesforce for Web-to-Lead Forms

If like half the internet, you are using WordPress for your website then you have almost certainly heard of Gravity Forms. This nifty form builder is a WordPress plugin enabling you to build forms that work seamlessly with one of the world’s leading website builders. But how robust is this form-building solution and what are its functionalities?…

Salesforce Forms

How to Create Forms in Salesforce

There is no doubt that Salesforce is the most robust customer relationship management (CRM) platform online! Businesses around the world create forms in Salesforce to help streamline and automate their sales, marketing, and customer service workflow processes. Creating forms for your business that integrate seamlessly with your Salesforce account is crucial to streamlining your data collection workflows….

Microsoft Forms and Salesforce Integration

Microsoft Forms Salesforce Integration | Microsoft Forms to Salesforce

Microsoft Forms is a useful and intuitive form-building solution offered by the software giant. Using a Microsoft Forms Salesforce integration you can create forms and surveys quickly to distribute to your teams, stakeholders, and clients. In this article, we take a look at some of Microsoft Forms’ top features, as well as check out its ability to…

Salesforce Dynamic Forms for Standard Objects

Explore Salesforce Dynamic Forms for Standard Objects

Make a few simple adjustments to your interface with Dynamic Forms in Salesforce for standard objects, and watch how you start to rapidly streamline marketing, sales, and customer support workflow processes. But do you need to know more about Dynamic Forms and how they work with standard objects in Salesforce? If you answered yes, then keep reading…