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In Salesforce form, webform, HTML Form, Online Form, or Web Form is a component that allows the visitor to enter data or personal information that is sent to the website owner for processing. For example, a visitor can provide a Name, Email, and Company name that can create a Lead record in Salesforce.
Whenever the site owner needs to collect any information from visitors there is a need for a form. Some popular use cases in Salesforce can be:
Salesforce natively does not support building public forms, except A lead form.
For Salesforce Users there are multiple options to create public forms. All of them are different in terms of cost, manual effort, security, Future Save, and flexibility. Those options include :
In Salesforce, There are multiple ways to create web forms, out of which three are as follows:
Using custom code we can create forms according to business needs. Salesforce Provide Different types of features like Visualforce page, Lightning aura component, and Lightning web component that allow us to create not only web form but also many more things.
Check out the Live Example of the Salesforce forms.
When to choose a custom code approach for form:
Third-party apps offer a variety of services and features by which users can build form without writing code. You can search appexchange for such apps by search ‘form’.
There are several apps that are used to create forms in Salesforce, listed below :
If you are using WordPress for your website, and want to push Data in Salesforce, Gravity form is one of the best solution.
If you already use Salesforce Experience Cloud to collaborate with customers and prospects. FormAssembly allows Salesforce users to embed their Salesforce-connected web forms directly into Salesforce Experience Cloud for a secure, integrated process.
When to choose App-based approach for form:
Web-to-lead is one of the most essential Salesforce features. The aim is to catch information filled by site guests, for example, contact information and product interest, and save it as a lead record in Salesforce for further processing. Web-to-lead is just a process that allows Salesforce to pull data from your website forms into your CRM.
The utilization cases are many, however, the idea is comparable. A guest to your site is introducing contact data on your site and this accommodation makes a record as a lead in Salesforce. you can divert guests to different pages on your site, send automatic email subsequent meet-ups, and begin them on client ventures. It is a method for getting criticism on your item and administrations or to develop your showcasing data set.
Create a Web to Lead form
Total Time: 10 minutes
Get Information about web to lead before you start
Select the fields to include on your Web-to-lead form and provide a return URL and click on Generate
Copy and paste the sample HTML wherever you want
Save the file with .html
After open the file in browser form will look like as above , fill the form and then submit
After submitting the form, you redirect to that return URL that you provide
Check the record that was created through a web form, here the record was created successfully as above
To create salesforce forms, all of the above methods are best according to their own bases. All of the methods are determined by their specific needs, features and different-different use cases. So according to business requirements, we should have to choose the correct method/tool to create a web form.
If there is a requirement that create web form in a huge amount but in small size then obvious you should go for third party app/tool, because they have pre-build templates , drag and drop tools, easy to use and many more things to do. But the customer want form as per his specific requirements then you must choose programming approach.
Well, all of these have their own benefits or limitations according to their features and specifications. but here we are talk about custom form, how custom form is better then third party apps/Tools in some use cases.
As below we are categorised some benefits of using custom forms over third party apps :
This approach can fulfill all of the customer's requirements in a very easy manner. Using CSS we can give to the web forms a very attractive interface.
Use when you create two or more pages in web forms.
The main advantage of this approach is that we can make enhancements or optimization in web forms at any time.