The best choice for Salesforce form

In order to ensure your business growth, you need to manage your customers every day. Except for CRM or customer relationship management tools, no other choices can increase your income rising curve. Salesforce is one of the leading CRM tools in the market. It has a lot of characteristics and functions to help you build a smooth relationship with customers.

But is it?

Sometimes you need more to get the final result you want. You need to cooperate with other products to create mature marketing tools for your company. Due to the limited function of the Salesforce form, you may need a powerful form.

Salesforce form limit If I remember correctly In the case, there is no such form generator in Salesforce. You can create a dynamic form object to create a form page in Salesforce, but there are many restrictions. First of all, there are only a few input fields, such as the check box, currency, time/date.

Second, there are very few functions.

Finally, setting the style for the form is not interesting because there is nothing to do.

  • You need another form builder to make full use of the function of CRM -to capture potential customers as much as possible through attractive multi -function forms and transform it into loyal customers.
  • The function of the generator generator of the sample
  • People have different interests and needs, but if you run a small, medium or large enterprise, you need Features.

The number of input fields

:When M selects a form builtor, make sure it has a large number of input fields. Different input fields mean different functions. You can use forms to build potential customers to generate potential customers to generate forms and pages.

    Easy to use

  • : If you cannot browse the entire instrument board smoothly, you cannot mark it as a good form builder. Simple navigation, smooth design and smooth user interface are essential for form builders.
  • A large number of demonstration forms

  • : Sometimes you have no time to create a complete form from scratch. Therefore, your form builder needs to have many function meters in the repository. This is the next thing to study a good form plug -in.
  • Dialogue form

  • : You need to create some similar dialogue forms to capture potential customers. Every time the user fills in one field, one after another and getting feedback will definitely increase your submission.
  • Slutter filtering and safety

  • : The spam sender is the worst nightmare of any business owner. You don’t want your database to attack spam and malicious software attacks. You need some excellent spam filtering functions and security options to make security online forms.
    You also need to find functions such as conditional logic, functional layout, entry management, third -party integration, and some entries to make dynamic forms to generate potential customers.
  • Why choose fluent forms
  • why choose fluent forms

  • Fluent forms are the lightest and elevated and easy to use in the market and easy to use Form generator. This is a multifunctional table construct with a large number of functions and third -party integration.

为什么选择流利形式

This can help you-

Create without any encoding to create Different types of forms-Just drag and drop Dialogue form allows making similar dialogue forms and gives them humanity Different payment methods Smooth user interface (UI)

Easily integrated with third -party applications

    More than 50 input fields

  • 70+ pre -created form template

  • A variety of security measurement options

  • File upload options, condition logic, layout characteristics, etc.

  • Export/import file, data visualization

  • Simple survey and test creation [12 12]3]

  • In addition, Flunt Forms also has many other characteristics and functions, and the integration of Fluent Forms will undoubtedly make it a powerful marketing tool. This is the best choice for the Salesforce form to get the result required.

  • So what are you waiting for? Let’s integrate Salesforce with Fluent Forms, just as simple as drinking coffee.

  • Integration of Salesforce and FLUENT FORMS –

Will saleSForce and FLUENT Forms 集成的步骤

首先,激活Salesforce 模块

其次,获取您的Salesforce Domain URL、Consumer Key 和Consumer Secret 第三, Use Domain URL, Consumer Key, and Secret Fourth in the Salesforce module in the Salesforce module. Create a form with Fluent Forms Finally, set the integrated promotion and map input fields

is the is the so. Through these 5 steps, you can easily integrate the form with Salesforce.

    From

  1. Fluent Forms
  2. to

  3. integrated module
  4. and open the Salesforce module, as shown in the screenshot below.

Now to

Global

    settings

  • FLUENT FORMS menu. Select Salesforce, you will be asked to enter the Salesforce domain URL, consumer keys, and consumer passwords here.
If you do not have a Salesforce account, you can register here. Salesforce 与 Fluent Forms 的集成

After logging in to your account, a setting page will appear.

  • Open now Setup Home → APPS → App Manager → New Connected App [1twenty three] .
Salesforce 表格替代品
  • You only need to set the connected app name, API Name and contal email.

Check

Enable OAUTH settings

and set up a callback URL. You will get your URL from the form of in the form of the form.

The callback URL of each site is unique. 销售队伍新应用

Selection scope: \”

    Manage user data through API (API)

  • and
  • execute requests at any time (Refresh_token, Offline_access)

. Save the connected application and wait for a few minutes to activate it.

  • Consumer Key

and

Consumer Secret Salesforce 表单构建器 - Fluent Forms to use them in the next step.
  • Paste your Salesforce domain URL, consumer key, and consumer password to the global settings tab of Salesforce and save the settings. To get your domain URL by clicking the personal data icon in the upper right corner.
销售队伍范围
  • Copy URL, please make sure to add \”https: //\” before the domain URL. For more details, please click here.
销售队伍密钥

Now transfer to the setting of the entry that you want to list in Salesforce. Click

    to add new integration

  • and select Salesforce integration from the drop -down list.
Salesforce 域 URL

named Feed and select Salesforce services from the drop -down list and create Salesforce Feed.

The configuration field is mapped to the corresponding row of the Salesforce service. 销售队伍
  • If necessary, enable condition logic.

Here

Learn more information about the condition logic of FLUENT FORMS. Salesforce 集成

After the configuration is complete, click to create the Salesforce source.

  • This is the way you can get a multi -function Salesforce form in the marketing repository without any coding knowledge.

Salesforce 新服务
Salesforce 源 FLUENT FORMS PRO
  • Last words CRM’s importance to your business growth is unspeakable. Sometimes choosing the best and obtaining results may be tricky. But maintaining patience and research before making final decisions is the ultimate key to success.
  • Salesforce, which has a format generator, can definitely be the top weapon for your technical stack. This is the easiest way to connect the two market -leading products and help your business expand for a long time.

I hope you can find the best alternative to the Salesforce form.

Do you use any forms to build a plug -in in Salesforce?

What preferences do you have instead of Fluent Forms? Or do you have a second idea about Salesforce? Please tell us in the comments part that we will reply to you as soon as possible.

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