How to create a fillable form in Salesforce

What is Salesforce if not a repository for the most vital customer information? This popular customer relationship management (CRM) software is the go-to solution for businesses looking to centralize and organize their customer data. But just using this CRM isn’t enough to maximize its value; leveraging Salesforce’s industry-leading CRM capabilities to their fullest potential requires collecting the right data in the first place.

The key to data collection? Knowing how to create a fillable form in Salesforce. Adding fillable forms to your Salesforce interface can help facilitate core business processes like lead generation and workflow automation — increasing your team’s overall effectiveness.

Creating forms in Salesforce doesn’t have to be difficult. With a powerful online form builder like Jotform, you can easily create and seamlessly integrate fillable forms into your Salesforce CRM — no coding required.

Why use Jotform to create fillable forms for Salesforce?

Integrating Jotform into your CRM can provide a host of beneficial features (apart from the fillable forms themselves):

• Automation: Connecting your fillable Jotform forms to Salesforce allows you to automate your data collection process. Features like Jotform’s Salesforce Dynamic Prefill allow you to use conditional logic to automatically upload Salesforce information directly to your fillable forms.
• Real-time data sync: Forms with Jotform automatically upload your responses to Salesforce, so your CRM has access to the latest customer information.
• Support for custom Salesforce objects: Avoid sacrificing your personalized configurations by connecting and mapping Jotform’s fillable forms to match your custom Salesforce objects.
• Less manual data entry: The seamless connection between Jotform and Salesforce means you can eliminate common errors caused by manual data entry, which would otherwise slow down your processes or introduce inaccuracies.

It’s easy to see why Jotform’s fillable forms are a valuable addition to any Salesforce interface. If you’re wondering how to create a fillable form in Salesforce with Jotform, that process is just as simple.

How to create a fillable form in Salesforce with Jotform

Jotform’s Salesforce integration makes learning how to create a fillable form in Salesforce easy. You can use one of two methods: Either download the Jotform app from the Salesforce AppExchange marketplace or follow the steps below to connect your fillable forms from within Jotform’s own form builder.

1. Create or select a form in Jotform.
2. Navigate to the Integrations tab on the left side of the form builder under the Settings menu and click on the Salesforce integration.
3. Authenticate your Salesforce account by clicking the Authenticate button, or select your account from the dropdown if you’ve already connected it to Jotform.
4. Choose between finding an existing record or selecting Create a New Record to create a custom object in Salesforce or update an existing one.
5. Select the Salesforce object you want to send your information to and create a new record by mapping your Jotform form fields to the corresponding Salesforce object fields (Leads, Contacts, Accounts, or custom objects). You can add more fields by clicking the Add Field button at the bottom of the screen.
6. To update an existing record, toggle on this option using the switch at the bottom of the menu. You can also toggle on the Attachments switch to send submission PDFs and file uploads to the chosen record.
7. Click Save to complete your integration of fillable forms into Salesforce.

Once your integration is complete, you can view the actions you’ve created and create new ones for other form submissions in the action log. Within this screen, you can also edit or delete any actions you’ve created in the past.

Using conditional logic, you can also generate customized workflows to streamline your actions. Before finalizing your fillable forms, test the integration by submitting a test form and verifying the data within Salesforce.

Advanced features to supercharge your Salesforce forms

After you’ve connected your fillable forms to Salesforce, it’s time to optimize their potential value. The Jotform Salesforce integration offers several advanced features to reduce your daily workload, improve your overall efficiency, and boost the effectiveness of your fillable forms:

• Dynamic prefill: By connecting directly to your Salesforce database, you can dynamically populate your forms with the latest data. This can cut back on redundant work and provide a more user-friendly experience.
• Seamless uploading: Jotform form data uploads seamlessly to your Salesforce CRM. Not only does this reduce the manual effort required to manage your customer data, but it also ensures a higher degree of data accuracy and timeliness.
• Integration logs: Jotform can generate reports that detail the various actions performed by your integration with Salesforce. You can then use this data to drive strategic decisions and ensure accuracy.
• Workflow automation: Using conditional logic, your Salesforce forms can transform into automated workflows. When a submission is sent in, this can trigger actions like follow-up emails, task generation, and more through the Jotform product suite.

Use cases of fillable forms in Salesforce

Thanks to their versatility and interactivity, fillable forms have an extremely wide range of potential uses. Depending on your needs, you can use these forms for any tasks that require data collection from customers, employees, or event attendees. Here are just a few examples of how you can use fillable forms in Salesforce to your advantage:

• Lead generation and management: For sales teams, fillable forms are an essential method of Salesforce lead capture. Potential leads can fill out forms, which will automatically upload the data to your CRM for easy management and accessibility.
• Event registrations and volunteer signups: Collecting volunteer and attendee data is simple with fillable forms. You can collect and organize user data into a centralized database for later reference and easily add fillable forms like RSVPs and signup forms to Salesforce with the help of the Jotform integration.
• Customer feedback and surveys: Let customers provide feedback in their own words with fillable forms like surveys, which you can quickly customize with fields that correspond to the information you need most.
• Order forms and payment collection: Streamline online ordering using fillable order forms from Jotform. Jotform order forms integrate with popular payment methods such as PayPal and Square to facilitate seamless Salesforce payment processing.

Tips for maximizing your Jotform Salesforce integration

Jotform’s powerful advanced features, along with the seamlessness of its Salesforce integration, already make for a dynamic duo. Still, there are even more ways to optimize your forms even further:

• Customize form design for branding consistency: Customers look for branding as a sign of professionalism and trust. Personalizing your fillable forms before connecting them to Salesforce can create an authentic and cohesive look across your digital platforms.
• Use templates to speed up form creation: Don’t have time to build custom forms from scratch? Use one of 10,000-plus free form templates available on Jotform to accelerate your workflow and increase efficiency.
• Regularly monitor integration logs for smooth operation: By frequently generating integration logs, you can keep a close eye on what’s working and what’s not in your form operation. If you notice irregularities, you can use these logs to correct them before they become larger issues.
• Leverage conditional logic to tailor data collection: Conditional logic can transform data collection forms into digital triggers for larger workflows. When a form is submitted, conditional logic can create a domino effect so corresponding duties can fall into place.

Elevate your Salesforce workflows with Jotform

Learning how to create a fillable form in Salesforce is easy with the help of Jotform, and adding one to your Salesforce interface is even simpler. By connecting these two programs through the Jotform Salesforce integration, you can improve data collection, automate workflows, and enhance the overall efficiency of your CRM — maximizing the value of Salesforce and Jotform alike.