Information registered in the inquiry form can be linked to Salesforce to help with customer support, or it can be used to allow those who register on the document request form to download documents via a thank you email. Application Form This is a form for accepting applications for seminars, recruitment, etc. Recently, there has been a growing need for forms that can accept images and documents in PDF format when applying. Some seminars and events require the issuance of reminder emails and participation certificates to applicants, and there are an increasing number of cases where such operations are automated as much as possible.
questionnaire In BtoB, surveys are required after cayman islands telegram database participating in seminars, customer satisfaction surveys, in the real estate industry, surveys after viewings, etc. We are also often consulted about the issue of linking the survey results to customer information stored in Salesforce. campaign These are web campaigns in which consumers apply. Recently, we have been receiving many inquiries about campaigns in which consumers must submit an image that meets certain criteria when applying, such as a photo contest.
Membership Registration In the case of web services, a membership registration form may be prepared to recruit new members. A mechanism is required to allow new members to register their data, but to prevent existing members from registering twice. There are many other scenarios where web forms can be used besides those mentioned above. The key to making operations easy and safe is to seamlessly connect the data obtained from web forms to Salesforce. 5 ways to integrate forms with Salesforce 5 ways to integrate forms with Salesforce There are five ways to automatically link data from a form to Salesforce.