Forms play a crucial role in any business, from capturing customer information to collecting data for analysis. In Salesforce, there are a variety of options available for working with forms, from no-code methods to more advanced options. In this article, we will provide a comprehensive guide to working with forms in Salesforce, including a list […]
An object in Salesforce is like an entity or table that contains data in rows and columns. The row can be a record or tuple & column can be a field or attribute. Objects are used to store information in table form in the Salesforce database. If you are not familiar with databases, think about […]
Implementing Salesforce is not an easy process. It includes identifying challenges, mapping them into Salesforce, Data Migration, Configuration and customization, Custom Development, Testing, User Training, and continuous maintenance. This guide is for business users who wish to implement Salesforce to grow their business. In this guide we will discuss: Choose what to implement You might […]
This ultimate guide covers everything you need to know about Salesforce web forms in 2023. Learn about the different types of web forms available, including Web to Lead, Web to Case, and custom object forms. We'll also cover the pros and cons of using custom code or third-party apps to create your forms, and how to embed your Salesforce web form on your website. Whether you're just getting started with Salesforce or you're a seasoned pro, this guide has something for you.
Flow Builder Salesforce Flow Builder is an inbuilt automation tool offered by Salesforce which is used to automate complex business processes such as sending an email, executing logic, interacting with the Salesforce database, call Apex classes and collect data from users, etc. Also, It can be used to build code-like logic but without using a […]
Gravity form is a WordPress plugin that allows users to create dynamic forms according to collect information via WordPress. Additionally, It also offers many official add-ons which help users to integrate gravity form with external services like Salesforce, Stripe, etc.
If you are looking to set up a dynamic form and want to push data into salesforce, FormAssembly is one of the decent solutions.
FormAssembly uses Salesforce API to push data into Salesforce. So users can connect any object of salesforce.
Introduction to Salesforce site (Force.com) Companies are using Salesforce to keep all the business-specific data that include products, pricing, users, knowledge articles, testimonials, etc. This data can be accessed only by internal users who have Login credentials of Salesforce. What if any organization needs to share any of this data with the public and the […]
In every business generating PDF files from invoices, bills, articles, reports, etc. is necessary. As a PDF (portable document file), we can keep it offline for later consumption instead of viewing the same detail using the network. In this post, we will explain how to Generate PDF in Salesforce with a button click. In this implementation, […]
What is CRM? Basic Definition of CRM CRM stands for Customer Relationship Management and refers to all strategies, techniques, tools, and technologies used by enterprises for developing, retaining, and acquiring customers. A simple definition of CRM When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, […]
