by Mike Walsh | Sep 12, 2018 | Blog, Salesforce Tips
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!
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jul 18, 2018 | Blog, Salesforce Tips
Automation saves time and prevents human error. On most forms, entering the address is a manual process where the street, city, zip, and country must be entered individually, and without verification. However, if you want your form to be better than most, you can make your address inputs smarter with Google Places. By using Google places you speed up the submission process, prevent mistakes and add an additional layer of address verification to just about any form.
Google Places utilizes the vast Google and Google Maps database to autocomplete the location details in the form, from only a few keystrokes. With this feature enabled, as you type in the address field you will see suggestions for the full address and can easily pick the correct address and watch as the Street, City, State, Postal code, and country are populated automatically. Not only is this a faster way to define the location, but it ends up being more accurate too!
From a developer standpoint, the addition of Google places is relatively simple. Users need to first sign up for a Google Places API key https://cloud.google.com/maps-platform/places/ – Google gives you unlimited API calls if you are just using them for the basic simple places address autocomplete (https://developers.google.com/places/web-service/usage-and-billing#standard-usage-limits-for-places-api) Then in the backend, reference the Google Places library and set which fields you want it to apply to.
Click here to learn more about Google Places
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 12, 2018 | Blog, Salesforce-Apps-AppExchange
This highly rated Salesforce App gives you the ability to create fantastic online forms and landing pages. FormTitan uses a drag and drop system so you don’t have to do any coding, but still gives you all the functionality, such as conditioning and validation rules, that you need to make powerful web forms. The app is highly rated for its ease of use, numerous features and top-notch customer service.
With FormTitan, build the impossible for Salesforce. A bi-directional, powerful and affordable tool that beats any form builder you know! Requires 0 coding skills to create complex and dynamic forms.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jul 6, 2017 | Blog, Salesforce-Apps-AppExchange
Have you ever been out at a meeting or tradeshow, met a new contact but didn’t have any internet connectivity to enter their information into your database? What about if you want to set up a tablet at the entrance to an event and have every guest put down some contact info? Traditionally, if you want all of this information to get synced to your systems is to have internet connected. Formyoula is here to solve for that, and allow you collect data through custom built forms, with out without internet.
Use the Formyoula drag & drop online form designer to create and manage mobile forms to capture leads, contacts, accounts or any other data.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
