Automation Champion

Automating Salesforce One Click at a Time
Automation Champion
  • Home
  • About Me
    • Testimonials
    • Resources
  • Process Builder
  • Salesforce Flow
  • Pardot
  • Apex
  • Training Details
    • Salesforce Administrator
    • Salesforce Advanced Administrator
    • Platform App Builder
    • Lightning Flow
    • Pardot
    • Sales Cloud
    • Service Cloud
    • Community Cloud
    • Hands-on Excercises
  • My Books
  • Contact Me
  • Tag: FormAsembly

    • Eliminate Tedious Manual Data Entry with a Salesforce-Connected Web Form Platform

      Posted at 9:58 AM by Rakesh Gupta, on July 2, 2020

      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!

      July-Demo-Webinar-Promo_blog-header-980x611

      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!

      Posted in App Review, Guest Blog | 0 Comments | Tagged Form integration with Salesforce, FormAsembly, FormAssembly Webinar, FormTitan, Led Form Integration, Salesforce Form
    • [App Review] Use FormAssembly to Eliminate Manual Data Entry & Streamline Processes in Salesforce

      Posted at 2:27 PM by Rakesh Gupta, on April 30, 2020

      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:

      1. Web-to-lead/web-to-case allows you to only capture up to 500 new leads per day from your website. 
      2. 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. 
      3. 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/
      4. 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.

      Automation Champ guest blog image

      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!

      Posted in App Review | 0 Comments | Tagged Connect Forms with Salesforce, Connect Payment Gatway with Salesforce, Connect Third party Forms with Salesforce, FormAsembly, FormTitan, integrate FormAsembly with Salesforce, integrate forms with Salesforce, integrate some forms with Salesforce, Open Salesforce data for guest user, Open Salesforce data without license, open Salesforce data without login, populate records in Salesforce via online forms, update records in Salesforce via online forms, use form and payment gateway with Salesforce
    ← Older posts
    • Search

    • Upcoming Trainings

      Salesforce Administrator Certification
      Salesforce Advanced Administrator Certification
      Salesforce Platform App Builder Certification
      Lightning Flow & Process Builder
      Pardot Specialist & Consultant Certification
      Sales Cloud Consultant Certification
      Service Cloud Consultant Certification
      Community Cloud Consultant Certification
    • Sponsor #1

    • Sponsor #2

    • Sponsor #3

    • Sponsor #4

    • Order Now!

    • Buy My Book

    • Buy My Book

    • Recent Posts

      • Getting Started with Salesforce Flow – Part 54 (Auto-follow a Chatter Question After Reply)
      • Getting Started with Salesforce Flow – Part 53 (Clone a User with their associated Public Group, Queue Membership and Permission Sets)
      • Getting Started with Salesforce Flow – Part 51 (Add a Flow to a Lightning Page)
      • Getting Started with Salesforce Flow – Part 50 (Welcome New Users by Default – Auto Follow them in Chatter!)
      • Top 5 Lightning Component Gems of Salesforce Spring’21 Release!
    • Salesforce ID Converter Build on Lightning Flow

      Converting 15 digit ID to 18 digit Salesforce ID
    • Blog Archives

    • Categories

  • Information

    • About Me
    • Affiliate Disclaimer
    • Contact Me
    • Privacy Policy
  • Top Posts

    • Salesforce Spring’21 Release Quick Summary
    • Learning Flow
    • Learning Process Builder
    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
    • Getting Started with Process Builder – Part 30 (Auto-generate Renewal Opportunity With Line Items)
    • Common Deployment Issues in Salesforce & How to Solve for Them
    • Getting Started with Salesforce Flow – Part 32 (Preschedule Chatter Posts)
    • Getting Started with Salesforce Flow – Part 1 (Understand, Create & Use Variables in Flow!)
    • Get Community Cloud Certification - Demand is High and Supply Low!
    • Top 5 Lightning Component Gems of Salesforce Spring'21 Release!
  • Social Media

    • View Automationchampion’s profile on Facebook
    • View Automationchamp’s profile on Twitter
    • View Rakeshistom’s profile on GitHub