Entering data manually into Salesforce is tedious and time-consuming. By implementing a Salesforce-connected all-in-one web form builder and data collection platform like FormAssembly, Salesforce users are able to collect the data they need through customized online forms and automatically create records for both standard and custom objects in Salesforce.
By eliminating the need for manual data entry, organizations are able to save a ton of time, hassle, and resources. Regardless of your industry, that time saved on busy work can be used to accomplish major goals. Read on to learn why FormAssembly is a must-have app for Salesforce users.
FormAssembly’s form builder and data collection platform is powerful on its own, but with its robust Salesforce integration, the possibilities are endless. Salesforce users in all industries can securely collect the data they need through customized web forms for virtually any use case, from registration forms to application forms and beyond.
Here are some of the things you can do with FormAssembly and Salesforce:
- Create forms for standard and custom Salesforce objects
- Create, look up, and update existing Salesforce records
- Create and update Salesforce Marketing Cloud records
- Prefill your forms with data already in Salesforce to streamline the respondent’s experience
- Capture new leads and prospects
- Upload files or attachments to Salesforce
With its no-code, drag-and-drop interface, FormAssembly makes it easy to build sophisticated web forms regardless of technical ability. The platform also meets strict security requirements and compliance requirements, offering HIPAA compliance on the Compliance Cloud plan, PCI DSS Level 1 certification, and more to ensure that sensitive data stays protected.
How to get started
Setting up the FormAssembly and Salesforce integration is simple, and FormAssembly’s extensive resource center is full of tutorials to help you get started. First, you’ll need to sign up for FormAssembly if you haven’t already (the first 14 days are free). Then, you can build your first form or import one from Salesforce and follow the integration steps that correspond with your specific use case.
Need more information? Download their eBook Salesforce + FormAssembly : Streamlining Processes and Optimizing Data Collection. This is our go-to resource for Salesforce users who are just starting out with FormAssembly.