How to Create a Form in Salesforce Lightning
Do you need to create Salesforce forms, collect data, feedback, or responses quickly? Using forms to engage with people online is the best way to gather information rapidly. Whether you choose to embed contact forms on your website, display forms from the click of a button for lead generation, or email a survey out to loyal customers for Salesforce market research, the success rate of obtaining responses from your target audience hugely depends on how exciting and seamless your form is to fill out and submit.
See the video below for more insights into leveraging AI tools to manage and review large amounts of data.
Create a Form in Salesforce Lightning and Gather Data Seamlessly
To enhance the user experience and engage your target audience to submit data about themselves, we recommend the world’s most dynamic CRM platform, Salesforce, to get the job done. Whether your business specializes in sales, education, health, sport, or any industry at all, there will come a time when you will need to collect data from your target audience.
Therefore, knowing how to create a Salesforce form is super beneficial! So join us below as we dive into the detailed steps of creating forms in the form builder from Salesforce so you can be prepared the next time you consider distributing these versatile tools for data collection.
Explore Dynamic Features to Creating a Form in Salesforce
Use the Salesforce Lightning Form Builder to create and build web forms seamlessly. The best part about choosing the Salesforce Lightning App Builder is that you do not need to know any programming languages or write a single line of code to create a powerful and engaging form.
How to Create an Online Form
And here's how you can start creating forms in Salesforce. Let’s take a look at our simple 14-step guide below for effortless form building with the Salesforce forms builder.
1. Head over to the Salesforce App Launcher after you log into your Salesforce account to create Salesforce forms.
2. Open the Lightning App Builder by searching for App Builder and then clicking on it when you find it.
3. Create a new app page by clicking on the New button.
4. To create Salesforce forms immediately, first select a layout that you feel drawn to. The choice is yours with Salesforce! You have the option to choose between a one-column or multi-column layout, depending on your design requirements.
5. Don’t forget to give your app page a name before clicking on the Next button to proceed.
6. Find the Form component in the Lightning App Builder and then drag it onto the canvas.
7. Immediately click on the Form component to start configuring it to add titles, descriptions, and styling preferences that match your organization’s brand.
8. The next step is to add the fields you need for Salesforce form creation. Simply find and drag the field components from the Standard or Custom tabs onto your canvas.
9. Once again, you can easily configure field components by clicking on them individually. Go ahead and set up the labels, data type, status, or any other properties for your field components.
10. If you need to, you can totally add validation rules and picklist values to your web form.
11. Once you are happy with the design and functionality of your Salesforce web form, go ahead and click on the Save button.
12. You can then preview your form by clicking on the Preview button that is found in the top-right corner of the Lightning App Builder.
13. If you are confident that your form is ready to deploy, click the Activate button. Now your form is available to use on your app page.
14. We highly suggest that you take the time to test your form in Salesforce by submitting test data.
See, it’s that simple! To make a form in Salesforce with the Lightning App Builder is effortless and can be completed in a few minutes with no code!
A few Use Cases on the Benefits of Salesforce Forms
Many organizations use forms for lead generation by collecting customer details. These forms are super critical for gathering a potential lead’s name, email address, contact details, their purchasing preferences and so much more! With access to this vital data, your business can make data-driven decisions to recognize which leads can be approached and converted to customers. Using Salesforce forms on a website to collect information from visitors who are interested in your products and services is a great way to generate leads.
Building a Salesforce form to collect information from visitors on a Contact page is a super simple and typical use case too. These contact forms are brilliant at getting online visitors to engage and communicate with a support team from the business. Allow your online visitors to quickly and easily submit their names, email addresses, phone numbers, and even a message through your Salesforce contact form. These forms will help your communication strategies and allow your visitors to interact with your business 24/7. If this is something that interests you, and you want to start building Salesforce forms fast, keep reading!
Solutions from The Salesforce Form Builder
Do you like this easy solution on how to create forms in the Salesforce forms builder? Easy, streamlined, and efficient is also kind of our thing 😉 Titan is a powerful Salesforce-focused platform that can provide your business with effortless functionality for all your web applications or projects.
Take a look at some of the cool features your business can take advantage of when signing up to the Titan Platform:
- We have powerful market-leading Salesforce web forms for any use case and object!
- Use Titan to create forms in Salesforce and web portals, collect data, and automate processes with our drag-and-drop Salesforce form generator.
- You do not need any coding knowledge or experience to work with our platform.
How to Create a Form or Other Web Applications – Join Titan
We are passionate about helping clients and can offer your business new feature requests whenever you need them, minus all the coding! Who wouldn’t want a code-free platform? We can help you fill your business with streamlined workflows, so contact us today for more information on one of our social media channels below. We hope to see you soon!
FAQ
How to create a fillable form in Salesforce?
There are two methods to create a fillable form in Salesforce, with Web-to-Lead or Web-to-Case and with Salesforce Experience Cloud.
- Web-to-Lead/Web-to-Case: Access Setup, search for “Web-to-Lead” or “Web-to-Case,” and use the form generator to create a basic form.
- Salesforce Experience Cloud: create a custom object to store form data, design your form using the Experience Builder with the necessary fields, and ensure it’s connected to your Salesforce database to capture submissions.
Both methods allow for the creation of fillable forms that can capture information directly into Salesforce.
How to create a web form in Salesforce to collect data?
Navigate to Setup, search for “Web-to-Lead” or “Web-to-Case,” and follow the wizard to create a form. Customize fields as needed and generate HTML code. Place the generated HTML code on your website to start collecting data directly into Salesforce as Leads or Cases.Your proposals should incorporate pricing details such as a quote. This ensures that your client receives a comprehensive understanding of the financial investment and the value they will gain.
How to create a form to fill out online?
Choose a drag-and-drop form builder, design your form, add questions, customize form fields and response options. Configure settings for responses, such as who can fill out the form and whether responses are anonymous. Once the form is complete, distribute your form via link or embed it on a website.
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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