Manual data entry into Salesforce can cost your organization a ton of time, money, and resources. Tedious processes like this can drastically reduce your productivity, slowing you down in the pursuit of your goals.
Whether you work in healthcare, nonprofit, financial services, higher education, or government, a streamlined data collection platform can help you eliminate manual data entry and get more out of the data you collect.
How to eliminate manual Salesforce data entry
By opting for a Salesforce-connected online form building platform like FormAssembly, you’ll be able to feed all of the data you collect through your web forms directly into Salesforce. This robust integration helps users in all industries forgo time-consuming manual Salesforce data entry. FormAssembly’s Salesforce connector allows users to:
- Prefill forms
- Create, update, or lookup standard and custom objects
- Create Chatter posts
- Use multiple-choice questions that load options from Salesforce
- And so much more!
This process may sound complex, but it’s actually quite straightforward—with FormAssembly, you don’t even need coding or IT knowledge to build sophisticated, Salesforce-connected web forms. All FormAssembly users have access to dozens of pre-made, customizable form templates for a wide range of use cases, making it easy to create forms and collect data for a ton of different situations. Read the rest of this entry!