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 you can integrate your form with the world’s leading CRM, for example using the Salesforce Web-to-lead feature, making use of custom development via Salesforce’s dev platform, or using one of the many quality tools available on the Salesforce AppExchange.
In this article, we will discuss how implementing forms for Salesforce will transform your business by providing you with razor-sharp data, ramped-up productivity, unparalleled security, and enhanced customer satisfaction. We will also talk about some of the different Salesforce Forms options and top use cases. Finally, we will explore some of the leading third-party tools on the market for Salesforce Forms. So let’s dive in!
The Importance of Creating Forms & Collecting Data for Your Salesforce Database
Integrating your digital forms with Salesforce is one of the smartest decisions your organization can ever make. Below are the top 5 benefits of syncing your forms to your Salesforce database:
Salesforce Integration for Forms
Now that we have discussed some of the benefits of using online forms and Salesforce for gathering important information, let’s take a deeper look at different types of forms for Salesforce and how the integration process works.
Types of Salesforce Forms
There are a wide variety of Salesforce forms, here are some of the main ones:
Each of these forms has specific use cases and applications and we will check out some of them below. Keep reading to find out more!
Dynamic Forms vs Web Forms
So you have probably heard of both Dynamic Forms and Web Forms for Salesforce, but what is the difference between them? In a nutshell, Dynamic Forms is an innovative Salesforce feature that allows you to more effectively and flexibly interact with your data inside Salesforce. On the other hand, Web forms are used to gather information from external sources, and this information is then automatically fed into Salesforce. In this section, we break these concepts down in detail.
Dynamic Forms for Salesforce
Salesforce Dynamic Forms is the most exciting news we got since Salesforce announced the option to create different page layouts per profile. After more than 10,000 votes on the IdeaExchange and 14 years since the initial request, Dynamic Forms are finally here.
Dynamic Forms give you the option to create a user-centric UI that will display the right information at the right time to the right user! Dynamic forms have built-in functionality to show/hide fields according to the criteria you choose. In addition, as an admin, you can decide on the specific fields you want to display without needing to add them to the legacy page layout.
Unfortunately, not everything is perfect and it’s important to note that Dynamic Forms is still NOT supported for all standard objects. Another limitation is the number of fields that can be added, which is a max of 100 fields. Lack of backward compatibility support for older browsers (like IE11) can also be an issue for some organizations.
With that said, Dynamic Forms brings new and exciting options to Salesforce admins to create user-friendly pages and business processes. If you haven’t tried this feature out yet, then we suggest you do it soon!
How to Create Web Forms in Salesforce
In contrast to Dynamic Forms, which are internal to Salesforce, Web Forms are used to collect data from external users such as customers and partners. While Salesforce web forms can be super useful, you will see that some features (like Web-to-lead) are relatively basic and have certain limitations.
Types of Web Forms for Salesforce
Navigate through the types of web forms for Salesforce and find out how to use them! Here, we will specifically explain Salesforce Web-to-lead, Web-to-case, and Web-to-custom objects.
Salesforce Web-to-lead Forms
Web-to-lead is one of the most basic Salesforce features. Web-to-lead for Salesforce works by generating a snippet of HTML code based on the fields you have selected. This code is then pasted into the web form that already exists on your website.
This will enable you to automatically create leads in Salesforce directly from your web form without having to develop any kind of integration.
The downside? It supports only regular fields on the lead object. This means that you can’t upload any files or create any other object besides a lead. And, what’s more, you are still required to develop the web form itself.
Web-to-case Salesforce Forms
Very Similar to the Web-to-Lead option, but instead you work with a case object. The business use case will be to allow customers to create a case directly in Salesforce without any development. If your organization is willing to oversee the cons mentioned above, you are good to go with a Salesforce web-to-case form. One benefit is that cases can be automatically routed and escalated to relevant members of your support team and the whole process can be fully tracked and audited.
Salesforce Web-to-custom Object Form
You can also connect your web form to a custom object in Salesforce. This works by first deciding the custom object you want to work with and then creating a form containing the required fields for your use case. Once a user fills in your form and hits submit, this information will be fed back into Salesforce to your custom object. It’s important to bear in mind that this will probably require development or use of Salesforce APIs, so make sure you are aware of the requirements before proceeding with implementing web-to-custom object projects.
Forms for Salesforce | Use Cases
1. Lead Generation Salesforce
Generating high-value leads is crucial to the success of your Sales team and your business as a whole. Using Salesforce Forms to generate leads will make your Sales lifecycle more efficient, automate tedious tasks, and also ensure that leads get scored and routed more accurately. Sounds great, but how to create leads in Salesforce? The first thing you need to do is create a form containing your required fields for example contact information and company name. You then need to make sure that your Form is connected to Salesforce, you can do this using the Web-to-lead feature or no-code drag-and-drop functions in your favorite third-party app.
After this, simply embed your form on your website and when respondents submit their information this will automatically create a lead in Salesforce. Now that you have figured out how to generate leads in Salesforce, several actions can be performed. For example, leads can be routed to relevant Sales personnel based on specific criteria, and your leads can be tracked and nurtured throughout the Sales cycle. Using leads in Salesforce you are that much more likely to close the deal and convert your biggest leads!
2. Salesforce Event Registration
Salesforce Forms can help to make your event registration more efficient and empower you to get personalized insights on all attendees. First, create your form using your preferred form-building tool and ensure that all fields are mapped appropriately to Salesforce. Next, you need to embed your form in a suitable spot on your website, for example on an events page. When attendees fill in and submit their form, this information will be automatically sent to Salesforce where it can be converted into a lead or into another type of record depending on your preferences and business use case.
Event management in Salesforce comes with powerful tools and you can opt to send automated acknowledgements to your attendees thanking them for submitting their attendance information. You can also use your Salesforce database to monitor the number of people who will be attending your event, cater to their special requests, and also follow up on attendees to gauge event success!
3. Requests & Support Processes for Salesforce
Using Salesforce Forms to handle support requests and processes is a no-brainer. This works by embedding your Salesforce integrated form in an appropriate place on your website, for example, your support page. You can create one or more different types of forms for different business use cases, for example, you can create one form for special feature requests and another for complaints and issues with your product. Either way, once your form/s are configured, they can be filled in by customers, and all information is sent back to Salesforce.
Once support data is sent to Salesforce, cases can automatically be assigned and escalated to subject matter experts. Similarly, special features and other requests can be routed to your R&D team. Using Salesforce for support processes means you can closely monitor the support lifecycle from the moment a ticket is created right until resolution. You can also choose to automatically check in with customers to find out if they were happy with the process.
4. Forms & Quotes in Salesforce
If your business is looking to get off paper and enter the era of digitization when creating quotes and purchase orders, then using Salesforce is a great way to go. The process is pretty simple and all you need to do is include relevant fields on your form to find out the product type (and its quantity) your customer is after. Once this is done, share your form with customers via email, socials, or by including it on your website.
Once customers submit this form, data will be sent to Salesforce where it can be used to create leads or any object you want. But how to create a quote in Salesforce? Well, simply use Salesforce’s own tools for generating quotes or use a third-party app. These quotes can be stored as Salesforce records and sent to customers to either accept or reject. Once a customer chooses to accept a quote, your company can send them a purchase order form where all submitted data is once again sent back to Salesforce to be carefully managed and processed.
5. Subscription & Salesforce Membership Management
Once you choose to manage subscriptions in Salesforce, you won’t look back! Simply create a subscription form for your product or service and be sure to include fields that will capture the data your business needs. Embed the form on your website, via socials, or email and once the data is submitted it will be stored in your Salesforce CRM, for example as a lead.
The great part about this is that all membership management can be handled in Salesforce so members can get personalized emails welcoming them to your subscription plan, you can send automated renewal reminders, and all plan upgrades can be managed seamlessly.
6. Salesforce Resource Management & Downloads
Giving prospects and customers the ability to access special resources and download informative material from your site is a wonderful way to provide support to users of your product or service. Embedding a resource request form on your website allows users to fill in their details to access or download an ebook, whitepaper, or other exclusive content. All submitted data will be fed into Salesforce where it can be assessed by your marketing team. The relevant materials can then be sent on to prospects and customers who really need them.
Offering free downloads and resources to users who fill in your form is a great way of gathering leads. In addition, you can harness the power of Salesforce (and downloads) to track interest and engagement in your product by monitoring the number of people who request to access your resource.
7. Salesforce Partner Relationship Management & Channel Registration
Salesforce Forms are a highly effective way of implementing partner relationship management and channel registration. For starters, you can create intuitive onboarding forms for partners, and once these are filled in, all data can be fed back into Salesforce. There the team running your partner program can make use of approval tools before deciding that a potential partner meets the requirements of your partnership scheme.
If an applicant ticks all the boxes, then the partner can be registered in the Salesforce system and given access to resources reserved for partners such as learning resources and product roadmaps. Using Salesforce for channel management you can track your partners every step of the way to ensure they are hitting targets and if they are not, you can provide necessary training.
8. Salesforce Customer Satisfaction Surveys
Send out a Salesforce customer survey to figure out if your customers are satisfied with the product or service you are providing. Depending on your preferred methods of engaging with customers you can choose to send this survey via email or embed it in your website. Be sure to insert questions that speak to your product or service’s quality such as its reliability or performance.
Once responses have been submitted they are used to create survey response records in Salesforce where you can draw on extensive reporting and analytics tools to figure out what you are getting right and what you are doing wrong. After this, you can reach out to those disappointed customers to see how you can address their concerns as well as thank satisfied customers for their stellar reviews.
9. Salesforce Customer Feedback & Evaluations for Events
Want to know how to get feedback from an event but don’t know how to coordinate this? Sending evaluations to get customer feedback on company-organized events is a great way to do so. And choosing to do this through Salesforce makes your business processes that much smoother. No matter whether you were holding a customer workshop, VIP event, or webinar, you can send evaluation forms to all who attended to find out if the event met their expectations.
Once responses are submitted, all information is fed back into Salesforce where you can analyze the success of planned sessions and speakers. You can easily automate follow-up actions such as thanking participants for attending too!
Salesforce Forms Alternatives
Now that we have discussed why you should be using forms for Salesforce and also taken a look at common use cases, let’s evaluate the top form-building apps on the market. All the options below give you the ability to create forms integrated with Salesforce, but what are the pros and cons of each? And which is the best solution for your business? Let’s dive in!
123FormBuilder for Salesforce
123FormBuilder offers a relatively simple drag-and-drop form-building solution. It’s a great option if you are looking for something easy-to-use but negatively it does not possess a robust integration with Salesforce. Here are its pros and cons:
If a seamless integration with Salesforce is what you are after, then you could definitely go with a better form builder.
Formsite for Salesforce
Next up on the list is Formsite, which offers several advantages. Formsite integrations encompass Google products, payment providers, and Salesforce to name a few. It’s the last one that we are most interested in, so let’s check out where Formsite does well and where it falls down:
Our verdict on Formsite is that it does not do enough to stand out in a competitive market, you can perhaps look further.
DocuSign for Salesforce
DocuSign for Salesforce is primarily known as a tool for electronic signatures but it can also get the job done if you are looking for a form-building solution. DocuSign’s Salesforce integration is also a lot more efficient than some of the other options we have looked at, so what are its best and worst features?
Even though DocuSign integrates with Salesforce relatively well, it has limitations. We vote to rather opt for an app with more specialized form-building capabilities.
FormAssembly for Salesforce
FormAssembly is a well-known form-building solution and it doesn’t require you to invest in any custom development or have any knowledge of code. FormAssembly’s Salesforce integration is also quite useful. So what are its pros and cons?
Salesforce and FormAssembly work well together but this is not always seamless to manage and nor is this process limitless. From our perspective, FormAssembly’s big problem is the opposite of DocuSign: whereas DocuSign does not specialize enough in form-building, FormAssembly’s problem is that it is very narrowly form-focused. This means that if you are looking for an end-to-end platform, it is not for you.
Formstack for Salesforce
Formstack is a pretty big player in the world of web forms and if you are looking for a form-building solution, then you have almost certainly come across it at one point or another. So what are its best and worst points?
Nintex for Salesforce
Nintex Forms integrate directly with Salesforce and offer an intuitive form-building interface. What’s more, the Nintex online community offers great support for customers and partners alike if you are stuck implementing your project. So what are the highs and lows of using Nintex:
Nintex is a viable option but it’s not ideal if you have a specialized use case or more advanced form-building demands.
PandaDoc for Salesforce
PandaDoc is not a specialized form-building solution but it makes the list because it does have a forms tool. PandaDoc’s Salesforce integration is relatively functional and you can find it on the AppExchange. So let’s check out the pluses and minuses of this solution:
We advise against this option if you are after a proficient form-builder.
Typeform for Salesforce
Typeform is a popular online form builder for Salesforce, with its website claiming that roughly 1,5 million forms are built using this tool every day. Typeform’s Salesforce integration is also user-friendly, so let’s check out the pros and cons of this solution:
All in all, we think Typeform doesn’t have a sophisticated enough Salesforce integration to be a first-choice forms tool.
Google Forms for Salesforce
Among many other products, Google has its own form solution. It’s important to keep in mind that there is no official Google Salesforce integration. This means that you will have to work with a third-party or invest in custom development to connect Google Forms to Salesforce. So what are its pros and cons?
In summary, this is not a Salesforce Forms tool, so you can look further.
JotForm is another solution that you won’t be able to find when looking on the Salesforce AppExchange. It makes the list because it is relatively intuitive to use. So what are its best and worst features?
Our verdict is similar to the one we gave for Google: look for a tool with direct Salesforce integration to experience the real benefits of form-building with the #1 CRM.
Titan for Salesforce
Titan is a dynamic, no-code digital experience platform designed specifically for Salesforce.
With Titan Forms, you can update any existing record or create any new records directly in Salesforce – no code necessary, in just a few clicks. Titan’s patented integration with Salesforce allows you to customize any business process you can imagine while relying on your Salesforce data throughout the whole process.
Titan’s Salesforce integration and conditional logic empower you to automate any business rule and create a 100% flexible form to suit your needs and those of your most valuable customers.
Titan’s cutting-edge technology will never hold you back and comes with zero limits on the number of fields per page, length of pages or even number of integrations and objects. In addition, Titan Forms includes styling options to bring to reality any design you can think of. With Titan, your imagination is the limit, and you can build anything you choose!
So what are Titan’s pros and cons?
Wrapping Up Salesforce Web Forms
And that’s a wrap on Salesforce web forms. We hope you enjoyed this guide and learned a whole lot more about Salesforce integration for forms, how to create a form to solve your business use case, and what to look out for when choosing a form-building solution. Salesforce forms have the power to transform your business, streamline your data management in Salesforce, and help you find out the needs and preferences of customers.
Choosing a third-party form-building solution on the AppExchange is a great way to ensure smoother Salesforce integration while mitigating some of the usability issues of Salesforce itself. Here at Titan, we have a no-code form app that empowers you to design bi-directionally integrated forms for customers and partners in minutes instead of hours and days. If you want to ramp up your go-to-market and deliver astonishing results, why not schedule a demo today?
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.