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. Understanding your customer data is essential to creating successful marketing campaigns and sales strategies. For these reasons, it’s best to keep all your collected customer data in one place, like Salesforce, so that you can analyze data and make insightful business decisions.
What are Salesforce Forms?
These are the forms that you can create for collecting data based on a list of pre-determined questions. Create forms in Salesforce using intelligent software, and you can automatically sync your data and updates from your forms into your CRM system in real-time.
When you integrate and create forms in Salesforce correctly, they can be extremely useful for making and updating records so that you can eliminate any errors that occur from manual data entry. This type of seamless automation also boosts staff productivity as they can spend time on other project tasks instead of time-consuming data entry.
How to Create a Form
So, even though Salesforce is a giant in the industry and provides many features, functionalities, and tools to track and work with your data, to create forms in Salesforce takes a lot of work! To create an online form in Salesforce, you will need a form-builder, and there are many out there that can help you. However, not all are made equal 😉
Here are the Different Form Builder Salesforce Options
There are many reasons for choosing a 3rd-party Salesforce integration to help you create online forms, one of them being pure flexibility regarding customizing and branding your content.
Some top-rated and reliable form builders on the market include Google Forms, Formstack, and Wufoo. But to use these form-builders successfully to create forms in Salesforce, you also need to consider how to connect these platforms. Often, you will need middleware platforms like Zapier or Pardot to help you integrate your form builder with Salesforce.
However, if you choose to join Titan as your no-code platform of choice for Salesforce, you get to skip the middleware platforms and enjoy 100% Salesforce integration with a bi-directional data flow between the two software providers!
Salesforce Forms Builder
But back to the Salesforce form builder, which you can totally use to create forms that collect data from your customers. You just need to have access to the Discovery Framework feature powered by OmniStudio. The Discovery Framework can help you create forms in Salesforce that include branching, rendering, and even forking logic. The user interface is also intuitive, especially if you are used to working within the Salesforce ecosystem.
It’s important to note that the Discovery Framework feature is only available in Lightning Experience under Enterprise, Professional, and Unlimited editions. You also need to have your Financial Services or Health Cloud licenses activated. And remember to check that you also have your OmniStudio Admin permissions active, as you will need this requirement to create a form.
Simple Guide to Creating Forms in Salesforce
So, now that you have all your editions and user permissions sorted let’s take a look at how to create online forms. Follow the step-by-step guide below to use the form wizard to create a new form.
It’s important to understand the metadata related to Type, SubType, and Language, so we will briefly cover it here in our creating forms in Salesforce section.
The metadata values you provide will create a unique identifier that will be the name of OmniScript’s Lightning web component. As an example, if you provide the following details for your OmniScript:
The generated unique identifier for your LWC will be reportBuildSpanish.
Now you can go ahead and create questions in your form. With the Discovery Framework feature, you can combine multiple questions into a group or an individual step. Additionally, you can build numerous steps that contain multiple questions in each step. As you can see, Salesforce gives you the best way to create a form!
And once you are done building your form in Salesforce we highly recommend that you test your form before publishing it. You want to make sure that the form works, collects data that syncs to Salesforce seamlessly, and meets the requirements of your project.
And that’s the low down on how to create an online form!
Titan Integrates 100% with Salesforce
Thank you for reading our article on how to create a form in Salesforce. If you would like to know more about creating and designing Salesforce forms, reach out to us.
Titan is a market-leading platform that extends digital experiences for Salesforce. We can help you create, publish, and embed fully responsive and dynamic Salesforce forms directly to a web page, form, or document! With Titan, you get to streamline your workflow processes the way you want. We offer your business the ability to push and pull Salesforce data in real-time to all your documents.
Contact us today for more information. We would love to assist you with all your custom Salesforce solutions.
We hope to 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.