Now let’s detail the steps to achieve that using 123FormBuilder.
#SALESFORCE WEB FORM BUILDER LICENSE#
You also could like an attachment to let your potential customer add a document, like a driving license (you wouldn’t encourage risky behaviors for your customers, would you ?), and also create a task to remind a representative in Salesforce to call the contact. Then you could want to turn these requests into Leads (for the sake of the example, say you really can’t use Web-to-Lead) with your fields correctly mapped. First, you would like to get your customer some personal information (such as their name, address) and the content of the request.
Say you are a transport vehicle company and you want to let your potential customers ask for information about one of your product (for example bike, car, plane, and maybe in the future you would expand your activity to sell space rockets). Let’s detail these two steps using a simple made-up example that we will use for illustration purposes. The submissions that will be made to the form in your website will automatically be converted into the objects according to the mapping you defined without you needing to write any code. However, you don’t need as many licenses as you have users in your org, but only for the users that will configure the forms.Īfter you installed it, you can get your solution ready in mainly two steps : first, create the web form using the drag-and-drop editor (that offers different fields and also nice features such as field constraints), and second, map those newly created fields to the Salesforce sObjects of your choice. 123FormBuilder for Salesforce is a payed app, that will cost you about 85$ per month and per user to access this solution. The editor of this app also proposes different kind of products involving an easy way to build online forms, that can be integrated with many systems such as Google Drive, Paypal, or in our case of interest, Salesforce. All this is made using drag and drop customization, which makes the use of it both simple and fast to use at the same time. You can then integrate the form in a website and it will create an end-to-end communication with your org. What is 123FormBuilder ?ġ23FormBuilder is and Appexchange app that allows you to quickly generate custom web forms and directly link them to your Salesforce org to turn it into your favorite objects (say, a Contact or a custom object).
All this using drag & drop configuration, which makes it easy and quick to handle, it could well be the solution you are looking for.
#SALESFORCE WEB FORM BUILDER FULL#
You could also work out a full custom solution, for instance using the standard APIs provided by the platform, it would be more flexible but requires some amount of coding that you could not be comfortable spending time to.ġ23FormBuilder is a midway alternative that allows you to create custom forms using a large range of configuration tools, and map it directly to objects and fields in your Salesforce organization. Have you ever needed to quickly create a web form that you would integrate to a company website, and send the submissions to Salesforce to be turned into specific objects ? Sure, Web-to-Lead or Web-to-Case are nice standard solutions but they have their limits, mostly that they are limited to the Lead and Case objects respectively. Integrate your web forms with Salesforce using 123FormBuilder
0 kommentar(er)
