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Using Forms to Your Advantage in Salesforce

Using Forms to Your Advantage in Salesforce

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