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 Read the rest of this entry!