Last Updated on May 11, 2020 by Rakesh Gupta
Entering data from customers or prospects into Salesforce manually can cause a huge burden. By shifting away from manual data entry, you’d be able to save time and focus on other important tasks. But what is the best way to do that?
If you’re a Salesforce user who needs a more efficient way to process your data, Salesforce-connected web forms are a great option. Just imagine: You’re able to quickly and easily build attractive, user-friendly web forms, and you’re able to create and update Salesforce records based on your customers’ responses—without spending a ton of time on manual data entry. It’s possible!
There are a number of ways through which you can integrate a form on your website with Salesforce. As always, there are pros and cons associated with each of the above options:
- Web-to-lead/web-to-case allows you to only capture up to 500 new leads per day from your website.
- Web-to-lead/web-to-case, furthermore, has one-way integration with Salesforce. It means they can only pass the data to Salesforce. For example, once a case is submitted through web-to-case, you can not allow your clients to view all existing open cases and update their status.
- Web-to-lead/web-to-case, last but not least, can create records on Lead and Case objects respectively. However, if you want to capture data on any other object then you have to consider Force.com site (including Visualforce page, Apex, and Visual Workflow experience). Here is an example of a Force.com site form https://rakeshistom2-developer-edition.gus.force.com/SalesforceIDConverter/
- Features, such as E-signature before submitting a file, are not available out-of-the-box. To achieve such productivity, high-level developer skills are needed.
Introducing FormAssembly – easy to access, populate and update records in Salesforce via online forms
Thousands of Salesforce users love FormAssembly for this specific purpose. FormAssembly is an all-in-one web form builder and data collection platform that helps organizations in every industry do more with their data. The platform’s drag-and-drop form builder, robust Salesforce integration capabilities, and high standards of security and compliance make it a smart choice for any Salesforce user who is looking to streamline complex workflows.
FormAssembly can be used to create all types of forms for a wide range of use cases, including payment forms, volunteer application forms, and feedback forms, to name a few. FormAssembly’s powerful Salesforce integration also allows users to create or update any Salesforce standard or custom object, prefill forms, create Chatter posts, and more.
Here’s a look at some of the ways you can improve data collection processes with FormAssembly and Salesforce:
Easily collect customer information
No matter what your industry, chances are high that your business relies on data from customers in one way or another. Whether you collect donation information for a nonprofit organization, protected health information for a healthcare company, or some other type of data, a streamlined data collection process can make things a lot easier.
The image above shows a preview of a branded registration form that Trinity Repertory Company uses to help students register for upcoming classes.
Thousands of Salesforce users trust FormAssembly to seamlessly collect customer data while offering respondents a user-friendly experience. Here are some of the ways to use FormAssembly with Salesforce when collecting customer data:
- Gather demographic details through customized online forms and surveys
- Set up your web forms to push data to Salesforce tools like Chatter
- Collect organizational information such as job title, industry, and basic needs to better serve your customers
FormAssembly makes it easier than ever to collect important data from customers and get it into your Salesforce instance. This way, you’ll be able to spend more time analyzing and acting on your data, and less time on manual data entry.
Use web forms to upload important files into Salesforce
Use web forms to upload important files into Salesforce
Need an easier way to collect and manage necessary files from your customers, patients, or volunteers? FormAssembly helps with that, too! You can set up your web forms to allow respondents to attach a wide range of file types, including:
- Pictures or videos
- Proof of identification
- Resumes or cover letters
- Financial documents
The above example shows a branded form with a file upload option.
Keep data secure
Manual data entry is not only time consuming, but it can also pose a security risk. With a secure and compliant data collection platform like FormAssembly, you can make sure that all of the data you’re collecting and sending to Salesforce is kept safe every step of the way. FormAssembly is compliant with the GDPR and CCPA, with HIPAA compliance on its Compliance Cloud plan. The platform also offers encryption at rest on all plans for an extra line of defense.
Salesforce Dynamic Picklists
If you use Salesforce, you’re probably familiar with Salesforce picklists by now. Picklists are made up of one field and a set of values, and they’re used to provide a dropdown set of predefined options to choose from. FormAssembly takes picklists to the next level with Salesforce Dynamic Picklists, an exclusive feature that allows users to create drop-down menus on forms that pull options directly from Salesforce picklists or lookup results.
The image above illustrates how multiple-choice questions on FormAssembly forms can pull a set of options directly from Salesforce upon form load.
When you update a picklist in Salesforce, it will automatically update across all your forms. This means you won’t have to go through and update them all individually.
It’s easy to get started
FormAssembly and Salesforce both work great on their own, but the combination of the two platforms is where the data collection magic begins. FormAssembly makes it possible for Salesforce users to eliminate the hassle of manual data entry while improving the entire data collection platform, therefore getting even more out of the CRM they know and love.
Happy data collecting!
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What is one thing you learned from this post? How do you envision applying this new knowledge in the real world?
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Author: - Rakesh Gupta Technical Editor: - Munira Majmundar