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Smart online forms validation for Salesforce

Secure your forms with smart validation

Amy w, 27/11/2017
Secure your forms with smart validation

What is smart forms validation for Salesforce?

The smart validation, aka SmartV, is a FormTitan element used with Salesforce.
This element is not an ordinary input field, but rather a security functionality that may be added to your form.
In a nutshell, this acts as a login window to your form and limits free access to it. Only those who are authenticated, after entering valid data, will be allowed to view and fill in the form or view the form.
What is so special about the Smart validation is that it uses the data you have in your Salesforce account as means to validate the form filler. It asks the form filler to enter data that only he possesses, data that is stored in your SF account.


What is it good for?

In this time and age a large percentage of data is transferred online, web forms are very common and security measures are needed to keep the data safe.

Since form builders are frequently used to create online forms, they must now also provide appropriate security measures. That is why SSL is used, Captcha, as well as Permissions & authorization which are given only to sub users.

Another example of a powerful security tool is the “Smart validation”. FormTitan has now added this feature, which is much like the 2FA (Two-factor authentication). This allows you to display a validation window at the forefront, keeping your form hid away till “all is clear” and the form filler has been validated. Then, and only then, will he be presented with the form.


A few words about 2FA

Since this feature is much like 2FA, it is very important to understand what it means. According to Wikipedia “Two-factor authentication (also known as 2FA) is a method of confirming a user's claimed identity by utilizing a combination of two different components. Two-factor authentication is a type of multi-factor authentication.
A good example from everyday life is the withdrawing of money from a cash machine; only the correct combination of a bank card (something that the user possesses) and a PIN (personal identification number, something that the user knows) allows the transaction to be carried out.”


How does it work?

When you add a smart validation and publish your form a verification window will be displayed instead of the form itself. The form will only become accessible to the form filler if or when they are verified against data in your Salesforce account. This validation window, much like 2FA, consists of 2 validation steps:
In the first step the form filler will be required to enter data according to the fields you define in the smart validation configuration. For example, Last name, First name & Email.

Once the user enters a valid email and full name - this data is will be cross checked with the data in your Salesforce account. If authenticated - the second step will begin by displaying another validation window. In this window the user will be asked to enter a secret code.
This secret code will be sent to the form filler’s email address and he will then need to enter his mailbox, copy the code and paste it in the second validation window.
After the code is unlocked the form will now be displayed.

For a detailed guide read about the Smart Validation for Salesforce