Create and Build Dynamic Salesforce Forms for Data management

Getting right to the point, you can always optimize your processes to improve your efficiency with Salesforce Forms. Salesforce Forms have multiple uses across various industries and are a viable option for those who want to leverage Salesforce’s true potential. However, it is essential to select the correct platform for creating Salesforce Forms that are flexible and good enough to meet your Data Collection requirements.

You can also quickly create Salesforce Forms without writing a line of code. Some options help you get the data in Salesforce, but the options must be created differently. Some functions or solutions may require manual work, while others may not consider connecting to data.

By selecting the best platform, you can secure the needs of Data Collection. You can create Salesforce Forms with various Form Builder options and software available.

Forms allow you to work on different fields and manage features like – progressive profiling. You can create web forms and send your data to Salesforce. The process becomes smooth and secure with an integrated platform and streamlined Data Collection.

Introducing Salesforce Forms

Though many of us know of Salesforce due to its cloud-based CRM, it now hosts several services, such as Sales Cloud, Marketing Cloud, and Mobile Connectivity. These services help businesses use cloud technology to connect more effectively with clients and partners by offering amazing flexibility and scalability.

One of these gems is Salesforce Forms. These forms allow you to display and portray data based on certain criteria in a dynamic and interactive layout. Customizing these layouts helps facilitate admin work, improving performance and navigation.

Why is it Essential to Use an External Data Collection Platform?

With a Data Collection platform by your side, you have access to a powerful integration medium. You will also get various native features and customizable functions that are available with a Web Form Builder. With the Salesforce Form, you can create your data and send it where it needs to go. 

Get Your Data into Salesforce

Entering data manually can be a cumbersome task that takes time, effort, and accuracy. That is why you need to connect your data to Salesforce in a rational way to minimize the time and effort:

• Use a data loader to import or export data from your system. The tool allows you to upload a large amount of data at a single time, as Salesforce doesn’t allow direct integration for upload. 
• Salesforce offers built-in data options in the CRM. You can use the web-to-lead and web-to-case forms for implementation. 
• Use an external Salesforce Form platform to input the data into Salesforce. Many integration platforms are available, and they feature customization options with a drag-and-drop feature.

Complete Guide to Creating Salesforce Forms

Creating Salesforce Forms is not difficult – it doesn’t require you to have programming knowledge. As mentioned above, with FormAssembly – you can use the drag-and-drop controls to create Salesforce forms.

Required Editions and User Permissions

User Permissions Needed: Account Engagement Administrator or Marketing role

Step 1: Open the Forms Page

Depending on whether you’re using Account Engagement or the Lightning app, here’s how to find the Forms page:

• In Account Engagement: Go to App Overview → Native Forms → New.
• In the Lightning app, Select Content → Forms.

Now that you’re on the Forms page, let’s start building your form!

Step 2: Name

1. Name the Form: Choose a name that makes it easy for you to identify the form’s purpose.
2. Select a Folder: Organize your form by placing it in a relevant folder.
3. Select a Campaign: Link your form to a specific campaign for better tracking.
4. Click Next to move on.

Step 3: Fields

Here’s where you decide what information you want to collect:

1. Click + Add New Field to include fields like name, email, or any custom fields you need.
2. Use the tool icons to make sure everything’s just right.
3. Click Next when you’re ready.

Step 4: Look and Feel

1. Pick a template that fits your brand.
2. Submit Button Text: Enter the text for the submit button (e.g., Get Started, Sign Up).
3. Add any extra content you want to display in the Above Form and Below Form tabs.
4. Styles Tab: Customize colors, fonts, and other elements to match your brand’s style.
5. Advanced Tab: Configure form behavior, tracking, and spam protection settings.
6. Click Next to continue.

Step 5: Completion Actions

What happens after someone submits your form? Let’s set that up:

1. Thank You Content tab: Enter the message that will appear after submitting the form (e.g., Thanks for signing up!).
2. Thank You Code Tab: Add any code you want to run post-submission (if needed).
3. Add Completion Actions: Define actions like emailing or updating a prospect’s score.
4. Click Next when done.

Step 6: Confirm & Save

Review all your settings, make sure everything looks good, and click Save.

What are the Uses of Salesforce Forms?

Dynamic and extraordinary, Salesforce Forms brings custom forms to the different needs of your industry—whether that is enrollments in higher education or new patient registration in healthcare—so you automate data collection to drive productivity. Whether financial services, government, or nonprofit, Salesforce Forms can help take things to a whole new level; plus, they’re great for surveys, contact forms, and web-to-lead forms.

• Higher Education: Allow Salesforce Forms for application submissions and enrollment processes, making it easy for students and staff to apply on admission matters.
• Financial Services: Salesforce Forms makes client onboarding and KYC processes easier.
• Healthcare: This will help make patient registration easy for new patients by saving them a lot of time collecting information through Salesforce Forms.
• Government: Program signup forms make it easier for citizens to deal with the government and apply for public service.
• Non-Profit Organization: Donation forms easily engage donors and track contribution records.

How to connect data to Salesforce

Once you create the form successfully, it is time to use the connector page. You can add different types of connectors to the page. 

• Salesforce Submit Connector: Add this to the submitted form or send the data to Salesforce after the form submission. 
• Salesforce Prefill Connector: Add this in the opened form step to prefill the Salesforce data. 
• Salesforce Sales Connector: Add this to the partial form response when the form is saved. You can use this in context with the save and resume feature.

Connect your account

Connecting your account to FormAssembly requires a few steps. If you need to connect to a different account, change the access. 

• Pick an object: Select any object type and create a new lead. Once you set this up, the required object fields will be added to your connector. 
• Mapping fields: Map the required and non-required fields you need to connect to Salesforce. 
• Testing feature: It is time you save and test your form. Check if the information is accurate and has made its way to the Salesforce account. You can customize the connector option later. 

Create Salesforce Form using WordPress

WordPress has introduced a Salesforce Form integration setup. To get started, you can integrate it with your WordPress website.

With WPForms, you can connect any form to Salesforce and create different objects, such as Accounts, Campaigns, Cases, Contacts, and Products. 

• Start in the Form Builder option and create the marketing option on the left side of the bar. Click the Salesforce option and add a new connection. WPForms will ask you to give your connection a specific name. The name will appear in the form builder, making it easier to identify later. 
• Now, select the Salesforce account from the dropdown option. Select the lead as its marketing and map the fields on the contact form. You can save the form and use the smart conditioning logic to automatically filter the leads sent to Salesforce. Click the save option, and you’re good to go.

What should you look for in a Salesforce platform?

Your Salesforce Form should be accessible and understandable to both technical personnel and laymen. You don’t have to go back and resolve any form change or issue. It should integrate well with other applications. The ability to connect with a single app won’t take you anywhere.

The advanced capabilities will allow you to integrate with third-party and popular apps. It should also allow form authentication with SAML and a Salesforce experience in the Cloud. Every company has unique needs regarding Data Collection, so choosing the best Salesforce Form platform plays a key role here.

Conclusion

You can collect valuable customer data and increase your sales with Salesforce Forms. It helps establish a strong relationship with all your customers without predefined codes. Automating the data increases your productivity. 

The Salesforce Platform is the world’s number one enterprise Platform-as-a-Service (PaaS), and with web-to-lead forms for Salesforce, your business gets the best exposure. It helps to analyze and collect actionable insights for your business. It is sufficient to say that Salesforce has been designed to help bridge the gap between companies and customers. You can augment your conversions with Salesforce forms and get better customer satisfaction. Streamline your Salesforce Data Collection and optimize the entire process.

As an advanced Salesforce user, you will probably deal with many data sources internally and from other Software-as-a-Service (SaaS) offerings. Having all this data in one place helps in analysis and accelerates the Decision-Making Process. Accomplishing this requires integration with all such third-party apps and services. In such cases, Hevo Data can be a great asset in your ETL tool portfolio.

Salesforce customers, spanning diverse industries globally, leverage the platform’s integrated CRM solutions to drive innovation, enhance customer engagement, and achieve business success.

FAQ on Dynamic Salesforce Forms