Business Forms Templates to Transform Your Operations with Salesforce
Hawk-eye editor with a passion for trailblazing Salesforce experiences.
The Power of Salesforce Forms
Many businesses use Salesforce’s cloud-based customer relationship management (CRM) platform to manage and improve customer relationships. Companies can use the Salesforce CRM to track customer activity, market to customers, and more. Organizations across various industries, from healthcare to financial services and beyond, use Salesforce forms.
Titan’s fully customizable and flexible forms for Salesforce help you to streamline your work processes, increase efficiency, and let customers interact with Salesforce in the way that best fits your business needs.
Introducing Titan for Salesforce
The fact is that Data runs our world -whether you are self-employed or working for a company, chances are that you are collecting, managing, and tracking data, which requires energy and effort.
The most productive CEOs know that to survive in a competitive climate, the focus is on customer satisfaction. To offer excellent customer experiences, employees need easy access to Data. Efficiency and simplicity may be the name of the game; however, not every solution adapts to your specific systems and processes.
Instead of manually entering data into Salesforce, which is tedious and leads to mistakes, why not turn to an all-in-one platform that does the heavy lifting for you?
You may have heard about Formstack, Typeform, and even PandaDoc, but did you know that TITAN is a dynamic, no-code digital experience platform designed specifically for Salesforce?
Our digital platform provides you with the necessary tools to build and generate LWC forms, documents, and portals for Salesforce. We offer comprehensive features to create dynamic forms for various industries, such as event registration forms, customer satisfaction surveys, medical records, etc.
Read on as we walk you through the types of Salesforce data, online forms, and use cases – let’s dive into why we are the best choice for Salesforce.
Data from Salesforce at your Fingertips, No Code, Only Clicks
With Titan, you can update your existing customer data and add new contact records directly in Salesforce – no code necessary, in just a few clicks.
Importing Data in Salesforce
Entering manual data into Salesforce can be time-consuming and prone to human error; eliminate this burden with automated and efficient processes with our user-friendly options such as:
Data Loader
A universal tool that uploads bulk amounts of data and information from systems without Salesforce integration like Excel spreadsheets.
Native Salesforce features
The #1 CRM offers internal applications such as Web-to-lead, which supports lead generation for Salesforce through creating lead forms that capture information about visitors to your website, or case forms, which gathers customer support requests directly from the company website. While helpful, these applications have limitations that may prevent you from meeting your individual needs.
External forms platform that inputs data directly into Salesforce
Our no-code, digital platform contains capabilities beyond the native Salesforce features and lead generation for Salesforce, including complete customization, web form and document generation, drag & drop, and visual integration. There is no doubt that Titan is engineered for excellence since we are developed for Salesforce.
Send data to Salesforce Online Forms
Do you see yourself paying invoices, signing forms, and booking appointments easily in just a few clicks?
Then it would help if you had the best external data collection tool and form builder for Salesforce: Titan.
With Titan, you can create, build, and design flexible forms and documents that get and push data efficiently directly in Salesforce.
30 Business Form Templates to simplify your processes
With Titan, you can create any form for Salesforce you want. Examples of some of our form templates include:
1. Intake Forms
Gathering client or patient information (e.g., personal details, insurance details, payment details, medical history, etc.) with Salesforce Intake Forms creator saves you the hassle of filling in manual forms.
100% Fine-Tuned for Salesforce
These HTML forms can be pre-populated and personalized for each client and filled in before the client or patient enters your office. This Data can then be pulled from Salesforce in real-time, saving your team from tedious manual admin.
2. Lead Generation Forms & Lead Intake Forms
Online businesses rely on leads, the visitors who give their contact information and connect with them through different methods to turn them into users or paying customers. Salesforce lead generation forms provide an efficient way to store data for potential leads.
100% Fine-Tuned for Salesforce
Collect even more quality leads with seamless pre-filled forms.
3. Application Forms
Application forms are filled in by those applying for a loan, mortgage, or even a job. For Human Resource departments, job application and resume/CV forms in Salesforce can gather and track applicant data to ensure a smooth hiring process.
100% Fine-Tuned for Salesforce
Whether for a new or existing customer or even a job application, they can save time with pre-filled application forms with data directly synced to Salesforce; all supporting documents as required are pushed to Salesforce in-real time – providing a great way to track the application life cycle.
4. Grant Forms
Titan’s form creator enables organizations and individuals to apply for grants, which nonprofits can use to organize and track submissions.
100% Fine-Tuned for Salesforce
You can manage the grant application status with our tracking form, which has pre-set column types and options to filter and search through data in just a few clicks.
5. Donation Forms
These are necessary for nonprofit organizations to capture prospective donors’ data and collect payments.
100% Fine-Tuned for Salesforce
With Titan, your organization can generate customized donation request forms perfectly to suit your needs – no code is required. You can notify multiple recipients, use file uploads, add payment buttons, and more with Titan’s form builder for Salesforce.
6. Contact Forms
For many businesses, a contact form is the single point of contact for website visitors or customers to reach you.
100% Fine-Tuned for Salesforce
Connect the fillable fields of your website visitors or customers with Salesforce records. Once they add their information to the fillable fields, their Data is automatically transferred to the designated Salesforce record.
7. IT Request Forms
Who fills these in, and why?
Offering customers a form to share any technical issues they experience with your site is a must in today’s digital world. With Salesforce, you can easily capture and open tickets for your customers.
100% Fine-Tuned for Salesforce
All IT Request Forms are 100% Salesforce integrated, and once the employee submits a request to the IT department, IT techs have full access to the record in Salesforce to view open and closed tickets.
8. Client Onboarding Forms
Automated client onboarding forms can streamline the process, allowing the client to provide all their essential information (e.g., contact information, signatures, billing details, etc.) in a straightforward, structured manner.
100% Fine-Tuned for Salesforce
All Client Onboarding Forms are automatically generated and pre-filled for easy onboarding. This Data is fed into Salesforce, helping businesses get a holistic picture of their clients.
9. Patient Registration Forms
Replace the long, repetitive paper forms with Salesforce-integrated forms that save time for the patient and the medical staff trying to read the patient’s handwriting. Patient data can be collected and kept in one place to reference, update, and review.
100% Fine-Tuned for Salesforce
These forms come pre-filled with Salesforce data on the hospital and patient and can be filled in digitally in real-time. Once submitted, the form goes directly to Salesforce, where hospital admins have the information they require.
10. Order Forms
Order forms are one of the essential business forms you will use as this is where you make your revenues.
100% Fine-Tuned for Salesforce
Integrated forms with Salesforce will read, write, and sync consumer data to help manage inventory and track potential customers. The order is then associated with relevant Salesforce records, as well as associated records.
11. Landing Pages
Landing pages are vital for driving traffic and lead generation, and Salesforce offers customizable forms to convert visitors into prospects.
100% Fine-Tuned for Salesforce
All information gathered on landing pages is fully integrated with the #1 CRM, meaning that companies have sight of all potential customers stored in one central location.
12. Newsletters
Today, more and more companies create newsletters to maintain relationships with existing customers and secure new ones.
100% Fine-Tuned for Salesforce
Design beautiful newsletters as per your personalized brand; they come pre-filled with live Salesforce data. No code is required!
13. Event & Party Planning Forms
Large parties like weddings can be immensely stressful, so using intelligent, customizable forms for invitations, tracking RSVPs, managing vendors, and everything else involved in party planning will make the process easier to handle.
100% Fine-Tuned for Salesforce
Without any coding, Titan’s fundraiser/event planning forms are personalized to each fundraising event you plan. Once they are filled in, the Data is integrated with Salesforce, making it easy to invite, track attendance and follow up.
14. Webinar Registration Forms
These simple Salesforce forms are designed to organize a webinar event like a product tutorial or best practices training session. As more companies are going digital, holding Webinars is a great, low-cost way to engage with your current or potential customers, and sharing a more dynamic sign-up form will only generate more interest in the event.
100% Fine-Tuned for Salesforce
Webinar forms come with easy-to-navigate, pre-populated fields, customized to each user. This data is pulled live from Salesforce, making it effortless for the user to fill in their information.
15. Employee Evaluation Forms
Employee evaluations are a helpful practice for your organization and your employees. With Salesforce, you can create tailored forms to help you make decisions like promotions, salary increases, and receiving feedback on your company’s internal systems and workflows.
100% Fine-Tuned for Salesforce
All our forms are 100% Salesforce integrated, and once your employee submits, you can have full access to the employee record in Salesforce, for a holistic view of all your employees.
16. Market Research Forms
Customer surveys provide great insight into your image, the effectiveness of your marketing and promotional efforts, how much a customer has used your business, and their feelings about it. Using Salesforce-integrated market research forms will simplify the process of collecting and gathering data so you can focus on how to better your business.
100% Fine-Tuned for Salesforce
These forms are automatically generated and pre-populated with Salesforce data from previous marketing research information, which can be used for lead generation.
17. Contest Registration Forms
Contests are an attractive, engaging method to get your visitors to sign up and leave their contact information to store for future marketing and lead generation activities.
100% Fine-Tuned for Salesforce
Our registration forms are designed for lead generation. Once the contestant’s information is populated onto the registration form, it is then integrated with relevant Salesforce records in live time, for a complete view of all your contestants.
18. Loan Request Forms
Any institution that gives out loans can use Salesforce-integrated loan application forms that will automate your data entry process and organize the data of those who receive loans.
100% Fine-Tuned for Salesforce
Our business loan application comes pre-populated with data fed live from Salesforce and is super easy to fill out. The form is then sent back to Salesforce, where the loan officer or financial advisor conducts a financial needs analysis of the business before making their decision.
19. Online Invoice Forms
Streamline the invoicing process with online invoice forms clients can quickly fill and send, and your business can store them in an organized, efficient manner.
100% Fine-Tuned for Salesforce
Want to get those invoices paid timeously – let Titan help you streamline your processes to generate smart, customized, up-to-date invoices based on your Salesforce data.
20. Reservation Forms
If your business offers reservations, you will want online forms with Salesforce’s data management capabilities.
100% Fine-Tuned for Salesforce
You can manage all your reservations with our form which comes with pre-set with information to filter and search through data, in just a couple of clicks.
21. Employee Record Forms
Use Salesforce-integrated forms to keep track of your employees’ personal information, vacation requests, and more.
100% Fine-Tuned for Salesforce
Create fully customized employee records with your logo, your design, your messages, and your emails – fully integrated with Salesforce to ensure data security.
22. Real Estate Lead Intake Forms
Salesforce-supported forms help streamline and manage the complicated process of selling, renting, and buying properties.
100% Fine-Tuned for Salesforce
These forms are pre-filled with automated fields, you can assign recipients to fields and route the document automatically all without leaving Salesforce.
23. Salesforce Forms for the Insurance Industry
From life insurance to home insurance and beyond, offering potential clients straightforward forms with Salesforce integration means your business can make the application process as easy as possible.
100% Fine-Tuned for Salesforce
Once the potential customers add their information to the fillable fields, their data is automatically transferred to the designated Salesforce record for your review and attention.
24. Sports Facilities Forms
Gyms and health and sports clubs can offer forms like trainer requests and membership applications to potential and current members.
100% Fine-Tuned for Salesforce
With Titan, these forms come pre-populated with all relevant Salesforce data, such as terms and conditions of research, and pre-filled applicant data. Once complete, the application is pushed to Salesforce, where the approval team can compare it against the applicant’s overall profile.
25. Education Forms
For scholarships, class registration, and student information, using forms with Salesforce integration allows schools and educators to manage and track the data that keeps their institutions running.
100% Fine-Tuned for Salesforce
All forms are 100% integrated with Salesforce. This means they can be pre-prepared for students using live Salesforce data, and once submitted, all information is fed back into the Salesforce ecosystem.
26. Fundraising Forms
Salesforce-integrated forms will help optimize your organization’s fundraising campaigns due to their customization and data collection capacities.
100% Fine-Tuned for Salesforce
These forms are customized for your non-profit organization. Once the donor fills in the form, the pledge form is sent to Salesforce to be tracked and managed.
27. Bug Report Forms
Any digitally-based organization demands an internal system for reporting and tracking bugs. These forms offer a simple yet structured way for developer teams to identify and fix bugs.
100% Fine-Tuned for Salesforce
All the details in these forms are pre-filled with the required fields. Once complete, this information is sent to Salesforce, making it simple to track and monitor.
28. Vendor Forms
Businesses who work with multiple vendors need these forms that will streamline your vendor communication requests, keeping those requests and their responses all in one place instead of relying on your inbox.
100% Fine-Tuned for Salesforce
These forms can be filled out easily on any device using Titan. They are pre-populated, and 100% integrated with Salesforce so that the data can be stored for future use.
29. Service Cancellation Forms
Losing customers is inevitable for any business, but this loss still provides a beneficial opportunity. You can send a customized survey upon their cancellation to understand their decision and, by showing you care about their feedback, could potentially bring those customers back.
100% Fine-Tuned for Salesforce
These forms can be filled out easily on any device using Titan. They are pre-populated, and 100% integrated with Salesforce so that the data can be stored for future use.
30. Appointment Scheduling Forms
Every person and business offering a service need help to organize and manage appointments. Appointment forms supported by Salesforce will help capture the necessary data from the patients or customers and store that Data for future bookings.
100% Fine-Tuned for Salesforce
These forms come pre-filled with Salesforce data and can be filled in digitally. Once submitted, the form goes directly to Salesforce.
Titan’s Forms – New Possibilities Await
Every business, from nonprofits to healthcare, uses forms, with many form builder options available on the market; unfortunately, many are either too costly or require you to have some coding or java experience.
The beauty of Titan is that our platform and all forms are integrated with Salesforce, seamlessly unfolding endless possibilities effortlessly.
Ditch the complexities and save time to concentrate on the more essential things by scheduling a demo today!
Would you like to explore how the Titan fits into your business? Why not try the leading forms on the Salesforce AppExchange?
All it takes is a single click on any of the links below to find out more.
Click on the links below if you need more information about Titan:
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.
