The No-Code Salesforce Forms Builder to Solve Any Use Case
Hawk-eye editor with a passion for trailblazing Salesforce experiences.
The Power of Salesforce Form Builder
Salesforce is a significant player in online CRM, and because of this, many applications and platforms provide integration with Salesforce. If you search “Form Builder Salesforce” in Google, various Salesforce integrated Forms options pop up, with differences in price, features, standards, and quality.
The connection between an online form and Salesforce CRM is mainly by using professional developers. And though a few Salesforce form builders offer an integration, they are one-sided and limited in their capabilities.
Titan also provides integration with Salesforce; however, compared to other form builders, this integration is much more powerful.
Bi-Directional Salesforce Integration
But what does “One-sided” mean? When you integrate a web form with Salesforce, you do so to have data that is entered in your form also automatically synced in your CRM (this is called “Write” because you update your salesforce org). However, one would expect to have your online Salesforce web forms updated with data from Salesforce as well (This is called “Read”).
Having a working two-way connection that enables reading and writing is called a Bi-Directional integration – and guess what?
Titan possesses this exceptional capability for syncing in real-time, providing instant, up-to-date information about customers, sales, and products.
Titan Form Builder that Integrates with Salesforce
How do you create a form with bi-directional Salesforce integration?
Titan’s Forms for Salesforce distinguish between two different bi-directional integration that offers pathways to access any relevant Salesforce data:
Since these operations are separate, you can create a form that only gets data or a form that only pushes data. But you can also combine the two and create a dual integration.
Titan’s form creator gives you the following capabilities:
We build smarter Salesforce online forms!
As discussed above, the native features Salesforce offers might not always meet your company’s specific needs.
With Titan’s all-in-one Salesforce platform containing state-of-the-art technology and no-code products connected, you can adapt your forms to fit your situation.
Salesforce Integration – Standard and Custom Objects and Fields
Titan features multiple standard and custom objects and fields in your Salesforce forms. Because of the bi-directional integration, you can sync from Salesforce at every step of the way and bring data from any object to any field you like. In addition, each domain can be set to obtain information from the CRM and send data to it.
The data you need is always accessible from these objects and fields.
Conditional Logic for Salesforce Data
- PUSH data to Salesforce
When you build your initial form, the “Push” integration authorizes users to write to standard and custom Salesforce objects, permitting you to create, update, and delete Salesforce records in real-time. - GET data from Salesforce
The “Get” integration feature enables you to read data from any custom or standard Salesforce object to populate your form fields and trigger actions in real-time. - Using one field that GETS and PUSHES
Unlike most applications, Titan offers powerful dual integration with Salesforce, meaning that a field can both push data into Salesforce objects and get data from Salesforce objects for your forms.
Organizations that use Titan require complex logic built into their forms, documents, portals, and surveys. Luckily for them, Titan makes all of that simple.
Conditional logic is accomplished only with clicks, allowing you to control field behaviors and trigger the desired results.
For example, you can design a form that shows users only the fields relevant to them, or in a survey, can direct the flow of the questions based on the responses of its user.
Pre-fill forms with Salesforce Data
Nobody enjoys filling out their information every time they visit a website or online form. Titan solves that annoyance through the form integration with Salesforce, letting you get and push data from Salesforce Communities.
- Public
Expand your organization’s community by embedding a Titan Form in Salesforce as a public form. When users fill out the form, they will create their data in Salesforce to access and pre-fill in forms as needed. - Community
Embedding your Community Form into a Community is easy with Titan. You no longer need to use code to create a branded form and can utilize the pre-fill feature for future forms.
Smart-V for Salesforce Data
Smart Validation (Smart-V) is a customizable, unique element that provides additional security by adding a double verification to your form based on data from Salesforce.
You will only need to configure Smart-V in a matter of minutes with no code.
Also, you can set a time frame for the Smart-V session, meaning that once the customer enters their code, they will not have to fill in their details again, as long as the session is active.
Updating Records in Salesforce Using Forms
Enabling the Salesforce Push integration, and choosing the “Update” option in the “Action” category, allows form fillers to update information in existing records.
Uploading Files in Your Forms
Through the File Upload element, create, upload, store, and attach them to files or attachments related to Salesforce records.
File Uploads’ “Capture” property allows the form filler to capture an image, audio, or video and attach it to a form.
Generating Documents from Your Forms
You can generate documents directly from Salesforce using Titan, Salesforce flows, which builds complex business automation using clicks instead of code, or directly from Titan.
An everyday use case is to trigger a document generation once a form or an application form is submitted.
Lookups in your Salesforce Form
Adding the lookup tool to your form for Salesforce will create a search box for the fillers to search within objects and records in Salesforce.
Salesforce Payment Information Collected from Stripe, Paypal, and More
With Titan, organizations can capture payment credentials and map this information to any object in Salesforce. The payment integration in Titan works with over a dozen payment providers around the globe and is continually expanding.
Seamlessly collect customer payment information while also sending other data to Salesforce.
Collecting Salesforce Information: One Time & Recurring payments
In Titan, you may offer both one-time and recurring payments to customers and will push the transaction information to Salesforce in these instances.
In the following tutorials, we will demonstrate real-life scenarios where users will implement the numerous features and capabilities of Titan and why we are the most versatile form-building platform for Salesforce.
We design forms for your business success with no code, only clicks.
Use Cases Specific to Salesforce
Salesforce Lead Collection Form
To prevent clutter in your system when integrating with Salesforce, you want to ensure your CRM checks to see whether to create a new record or update one. This demo will show you how to create a new lead if one doesn’t exist if you have multiple leads with the same email and more scenarios.
Update a Record in Salesforce via Form
This tutorial will show you how to update existing records in Any Salesforce object through Salesforce integration and customizable features to ensure your information is up-to-date and organized.
Smart Form that Prevents Duplicates in Salesforce
Finding and deleting duplicate information in your system is a real chore and wastes valuable time you could spend finding new leads. Titan has a simple solution to this common problem: create innovative lead generation forms that interact directly with Salesforce.
Read more on how to create an intelligent form that prevents Duplicate Leads in Salesforce. Solved
Smart-V: Salesforce Case Portal
Adding this two-step authentication element to your forms will keep your company safe by validating the data of potential users. This tutorial will guide you in setting up and customizing Smart-V to fit your security needs.
Translated Landing Pages
Implementing multilingual support in your company’s online presence can bring in more potential customers and partners. Titan’s Salesforce Form Builder has a built-in, customizable Auto Translator that automatically adapts itself to your user’s native language.
Titan Forms: No-Code Form Builder for Salesforce
Titan’s bi-directional integration with its Titan Scheduling element will create a multi-page form that collects details for a new lead in Salesforce and allows the lead to sign up for a demo of your company’s offerings.
Want to learn more about Titan and Salesforce? Check out Salesforce form creation or read about our Salesforce AppExchange Forms.
Schedule a demo today – you won’t look back!
