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

6 min read

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jun 25th, 2024

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 for your company, and streamlining your data collection processes.

Are you interested in using forms to transform the way that you collect data and engage with customers? Follow us below as we explore essential topics surrounding how to create a form that is dynamic, use them, and other important information you should know about them.

What is “Dynamic Forms” Generation?

Wondering what is a Dynamic Form generation? Starting at the very beginning, dynamic forms is a term used to describe online web forms that transform based on the data that is provided by the person filling out the form. These forms can also change due to specific conditions that have been set up, which makes them extremely flexible. Dynamic web forms are popular data-capturing tools since they are interactive, and customers prefer to fill them out compared to static web forms that contain fixed fields and questions. Dynamic web forms builders are catered to enhance a users experience and are a super well-organized way to collect data.

What are Next Gen Dynamic Forms?

Since we are discussing forms that are dynamic, we have to also let you in on Next Gen dynamic forms. These types of forms are dynamic, so they transform based on user input, but what sets them apart is that they adapt their behaviors in real time. Here is a short list of features that are provided when you create a form with Next Gen capabilities:

Drag-and-drop dynamic form builder could adjust questions as a user submits data with artificial intelligence (AI) capabilities. We can see how this feature could help reduce the amount of time spent on filling out web forms, especially if questions do not have to be presented to a user based on the previous responses submitted.

These forms could offer immediate validation to responses submitted by providing error messages as the user types in a field. Next Gen dynamic forms could even suggest appropriate answers or corrections to users.

Tied to the feature in our first point, these forms could use conditional logic so that questions can seamlessly show or hide depending on a user’s responses.

Next Gen dynamic forms can customize content specific to customers based on their data and profiles stored in a database like Salesforce. Web forms can be customized to contain a customer’s personal details, the location in which they reside, their preferences, and even purchasing histories for a tailored experience.

These forms are engaging since they use interactive elements that allow responders to make choices with fun elements like sliders, drag-and-drop type questions, or touch-based inputs, which are necessary for smartphones and tablets.

What is a Dynamic Form Builder?

So you want to create forms? You are going to need a dynamic form generator. There are plenty of dynamic form builders online that can help you design and build forms that are dynamic. Titan is a great example of a Salesforce form builder!

We have Salesforce forms for any use case! With Titan, you can create custom forms, collect and pre-fill data, use conditional logic, automate business processes and create dynamic forms using our drag-and-drop Salesforce forms builder. Titan Forms works with any object and is the only product on the market with real-time Salesforce integration!

A Guide to Creating Dynamic Forms in Salesforce

Integrating your dynamic forms with Salesforce is great since you get to pull and push data directly into your database without having to do any data capturing.

We are massive fans of Salesforce, so we will give you two methods on how to create dynamic forms in this CRM platform. Your options for dynamic form creation are either to use Visualforce or Lightning Components. The main difference between these two methods is the choice of Salesforce technology you want to use or have access to. Let’s dive in!

Creating a dynamic form with Visualforce

1. Sign in to Salesforce or make a new account.

2. Then you want to think about which Salesforce object needs a form. Common Salesforce object examples include Account, Contact, Custom Object, and more!

3. Once you have decided, navigate to Setup and find your Visualforce Pages.

4. Create a new Visualforce page.

5. Start designing your form layout with Visualforce markup. You can add input fields, apex components, as well as Visualforce tags.

6. If you want custom logic on your forms for specific behaviors, we suggest adding an Apex controller. The Apex will be able to control visibility and other options for the elements on your form that is dependent on responses submitted by users. This is an optional step.

7. If you want the elements on your form to transform based on the actions of your user, then you can also add JavaScript/Query to your form. As per the Apex controller, using JavaScript/Query is another optional step.

8. The last step is to save your Visualforce page and test it with Salesforce to make sure it can successfully collect data.

Creating a dynamic form with Lightning Components

1. Once again, your starting point is deciding which Salesforce object needs a form.

2. Then go to Setup and find Lightning Components to create a new Lightning Component.

3. Create Dynamic form design with lightning and base components. Components can become dynamic if you use attributes to pass data from a controller.

4. You can add a controller method, action, or event using JavaScript, which will help you to manage dynamic behaviors on the form. Your component’s behavior can now change based on user interactions.

5. It’s that simple! All you have to do now is save your Lightning Component and test it with Salesforce to make sure that your form can collect data.

These are just a few high-level steps to help you create a form fast! If you need to build a more complex form, make sure to check out Salesforce’s documentation for tips and best practices. Additionally, it’s important to keep in mind that the tools and features provided by Salesforce might have transformed and improved by the time you read this article, as is the constant nature of software evolving.

Need Information on a Dynamic Website Builder?

Creating forms is just one part of interacting with your customers. Do you need help with building a dynamic website to engage with your target audience? Dynamic websites are great for creating content in real time based on a user’s actions or inputs. For these reasons, dynamic websites are not hardcoded but use programming languages to pull data from a database that displays content to users for a more tailored experience.

If you want to build a dynamic website and do not have any coding experience or knowledge, you will need to get ahold of a dynamic website builder. There are many dynamic website builders out on the market, but we have provided a short list of reliable platforms to get you started:

WordPress

Wix

Squarespace

Shopify

Joomla

Drupal

Webflow

Elementor

Carrd

FAQ

Before we end our article discussing forms, we thought it would be a great idea to share some popular questions that we received from our Titan friends who needed help with these types of forms. Let us know if these answers are relevant, or contact us regarding the specific question on your mind.

Dynamic forms examples

It’s a web form that changes based on a user’s data input. A dynamic form example is when a user adds an email address to an input field and clicks on a button to submit the data. If the form returns more fields for the user to add email addresses or other data, then the form is considered to be dynamic.

What is “dynamic forms” used for?

They focus on creating user-focused experiences as they adapt to a user’s behaviors and inputs. These forms typically change their structure and the content that it displays when a user interacts with it.

What are the benefits of dynamic forms?

They focus on amplifying your user experience, collecting accurate data, and reducing the time you spend on data collection.

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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.