123 Form Builder in SALESFORCE
Overview:
In today’s fast-paced business world, optimizing workflow efficiency is crucial for staying competitive. When it comes to Salesforce, a leading customer relationship management (CRM) platform, integrating powerful form builders can greatly enhance your sales processes. In this blog post, we will explore the benefits and functionalities of using 123 Form Builder
123 Form Builder integrates seamlessly with Salesforce, allowing you to collect and sync data directly to your Salesforce CRM. By embedding forms on your website or sharing them via email campaigns, you can capture valuable customer information, such as Standard and Custom Objects, and feedback. With real-time data syncing, your sales team can access and act upon the collected data promptly, without the need for manual data entry.
Step 1:
To get started, visit the 123 Form Builder website/ Appexchange in Salesforce and sign up for an account. You can choose a plan that suits your needs, including a free trial or a paid subscription. Once registered, log in to your salesforce account to access the form builder dashboard.
Step 2:
Create a Custom Object and add required fields need to be there or based upon the need you can use standard object also 123 form builder works both on custom and standard objects
Step 3 :
Make Sure you have enable a required fields option. 123 form builder will not accept the data which
Step 4 :
Make Sure you have enable a required fields option. 123 form builder will not accept the data which
Step 5 :
123 form builder Dashboard appears.
Step 6 :
Click 123 Form Builder tab Click New Form.
Step 7 :
In Left side, drag and drop the available data types need to be placed in the form.
Step 8 :
For Picklist values make sure you have given correct data as mentioned in Salesforce Object.
Step 9 :
To Map With salesforce fields click Set-up Tab.
Step 10 :
In left side Under Salesforce tab click Mapping
Step 11 :
Select the Primary object in salesforce for mapping fields.
Step 12 :
Map the Salesforce Fields with the data source created in form builder.
Step 13 :
Make sure that you have marked all the required fields mapped to data source in form builder
Click Save.
Step 14 :
Click publish
Which it helps to generate a website form link
Step 15 :
Copy the href Link and Paste it in the chrome.
Step 16 :
Fill all the given details and submit the form.
Step 17 :
Go to Salesforce | Custom object (Student info) | New Record is created.
