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One Click Salesforce Form

The quickest and easiest way to create an online form integrated with Salesforce

Amy W, 08/08/2017
The quickest and easiest way to create an online form integrated with Salesforce


A few words about salesforce

what is salesforce, what does it offer and why use it?
Salesforce is the world's #1 Customer Relationship Management (CRM) platform.
it is broken down into several broad categories: Commerce Cloud, Sales Cloud, Service Cloud, Data Cloud (including Jigsaw), Marketing Cloud, Community Cloud (including Chatter), Analytics Cloud, App Cloud, and IoT with over 100,000 customers.

Christine V Pereira shares a video in which she discusses what salesforce is and why it is needed. She says it is good for managing all of your customer data, email addresses and phone numbers. It enables you to track each interaction, event, task, create accounts, add contacts, and convert leads into opportunities and more.

In a post called “What Is Salesforce? A Beginner’s Guide To Understanding Salesforce” (from Edureka blog) there is a convincing explanation for Salesforce being so popular. They say that
“Salesforce customers generally say that it’s unique for three major reasons:
Fast – Traditional CRM software can take more than a year to deploy, compare that to months or even weeks with Salesforce.
Easy – Salesforce wins in the easy to use category hands down. You can spend more time putting it to use and less time figuring it out.
Effective – Because it is easy to use and can be customized to meet business needs, customers find Salesforce very effective.”


What is a salesforce form?

A salesforce form is an online form which is integrated with salesforce. The salesforce integration can have 2 directions:
1- Data going in to Salesforce (also known as “Write” or “Push”)
Once data is entered in the form and the form is submitted it can create or edit data in salesforce objects.
2- Data coming out of Salesforce into the form (also known as “Read” or “Get”)
Certain fields in the form can be connected to salesforce so that they are pre populated when the form is loaded, or populated after a certain trigger in the form.


Why integrate salesforce with a form builder?

Salesforce is the #1 crm cloud based solution. And a form builder...well, who doesn’t need online forms? I mean, they are the best tool for data collection. So combining these 2 platforms: the form builder to build forms and collect data, and salesforce, to get the most out of this data - seems inevitable.


How is a salesforce form created?

Is there a way to create a salesforce form automatically?

A salesforce form is usually created in the following method:
- The form is built
- It is then connected to the Salesforce object
- The fields are mapped between the form and salesforce to ensure sync.

However, there is a reverse method that enables you to quickly set up a salesforce form.
This method is available in the FormTitan platform, and it works like this:
- The user chooses to create a new form
- He then authenticates with Salesforce and chooses an object to base his form on
- He selects the salesforce object fields he would like in his form
- and presses on “Finish” - and the form is done! It will appear on canvas, already connected to salesforce and ready to go.

Read more about how to Create a Salesforce Form in one click