Category: Titan Forms

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

How to Add Field Section in Lightning Record Page and Where They Appear in Page Layouts?

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 a Section in Page Layout Salesforce? 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…

Dynamic Page Layout in Salesforce

Dynamic Page Layout Salesforce | Exploring Types of Page Layout in Salesforce

If you are part of the Salesforce ecosystem, it’s important that you know the benefits that you can receive from taking full advantage of a dynamic page layout. For starters, upgrading to a dynamic page layout in Salesforce with standard objects will boost your staff productivity, allow your business workflow processes to be more adaptable to change,…

Social Media Solutions for Salesforce

Effective Lead Generation with LinkedIn Lead Gen Forms

Generating leads for your business consists of attracting new customers to focus on your products and services. Today, we explore LinkedIn Lead Gen Forms and learn how to use them as a strategy to obtain more leads. How to Use Lead Gen Forms on LinkedIn? LinkedIn is a platform designed to let professionals network with each other….