Results 1 to 1 of 1
-
09-14-2018, 12:31 PM #1
Reputation points: 10
- Join Date
- May 2017
- Posts
- 123
Some Helpful UseCases for Salesforce Forms
Digital forms are a very simple but important part of online business. In fact, they are one of those small things that many of us really don’t give a second thought to. But we should! After all, it’s our forms that capture all that essential data about our leads, clients, and prospects. When it comes to building out a sales pipeline, having good data, and an easy way to process it, is absolutely essential.
To get the best results from your data, you really shouldn’t use a one-size-fits-all form! If you want your data to transfer into Salesforce cleanly and efficiently, you need to think about exactly what your needs and uses are, and then define a custom form to meet these specifics! Got a complex use case? Never fear, there are plenty of form helpers on the AppExchange, and if you have more than just a simple data or form issue, the Salesforce Experts at CloudMyBiz are always happy to help. No matter what your specific needs, correctly using forms will give you better data, and that is truly the foundation for a quality business.
Want to learn more? The team at SalesforceBen has put together a great breakdown of some advanced form uses cases that may be just what you are looking for.
Check it out here!
The CloudMyBiz Team
.
Similar Threads
-
CRM Tip of the Week - How to Integrate GooglePlaces to Your Salesforce Forms
By rekuhlman in forum PromotionsReplies: 0Last Post: 07-20-2018, 03:02 PM -
Shout out to Zach Ramirez of WBL for being so helpful
By AlexGold in forum Merchant Cash AdvanceReplies: 6Last Post: 08-31-2015, 11:47 AM -
OnDeck IPO forms officially released
By Sean Cash in forum Business LoansReplies: 40Last Post: 11-16-2014, 10:19 PM -
Helpful Tip
By 1StopFunding in forum Deal BinReplies: 1Last Post: 06-01-2014, 09:31 PM