Automation Champion

Automating Salesforce One Click at a Time
Automation Champion
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  • Tag: Custom Web-to-lead

    • Streamline Data Collection with Salesforce-Connected Forms

      Posted at 6:18 PM by Rakesh Gupta, on February 8, 2021

      Looking to be more productive in 2021? Entering data into Salesforce manually can be time-consuming, but an online form builder with a powerful Salesforce integration can be extremely helpful in improving your organization’s overall efficiency. 

      With a Salesforce-connected online form builder and data collection platform like FormAssembly, organizations in all industries can avoid time-consuming Salesforce processes. With FormAssembly’s Salesforce connector, users can:

      • Prefill forms with data from Salesforce for a streamlined user experience
      • Create, update, or lookup standard and custom objects
      • Create Chatter posts
      • Use multiple choice questions that load options from Salesforce
      • And more!

      The best part of FormAssembly is that it’s easy to use and customize your online forms according to your needs. Premade form templates and a drag-and-drop interface make it easy to get started, even without the help of IT. 

      Ready to streamline Salesforce data collection at your organization? Check out some of FormAssembly’s helpful resources and upcoming webinars listed below!

      Resources for better data collection

      FormAssembly’s extensive resource library, webinars, and classes are great ways to expand your data collection knowledge and get more out of Salesforce. Here are some of FormAssembly’s upcoming webinars in February 2021:

      How to Be a Successful IT Leader in 2021

      February 19, 2021, 12 p.m. EST

      The rules for IT are changing, and being an IT leader in 2021 comes with new threats and requires a new set of skills. Join leaders on FormAssembly’s IT team as Read the rest of this entry!

      Posted in Guest Blog | 0 Comments | Tagged Custom Web-to-lead, FormAsse, FormAssembly, FormAssembly Webinar, FormTitan, integrate FormAsembly with Salesforce, Integrate Web-to-lead with Salesforce
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Streamline Data Collection with Salesforce-Connected Forms
      • Getting Started with Salesforce Flow – Part 56 (Merge Chatter Topics with the Help of Salesforce Flow)
      • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
      • Getting Started with Salesforce Flow – Part 55 (Add or Remove Followers to a Record with the Help of Salesforce Flow)
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
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