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Salesforce Dynamic Forms – Top 7 Use Cases with Titan DXP

Jun 22, 2023 | Recent Posts Featured

Salesforce Dynamic Forms help users conduct smart data collection.

As its name suggests, Dynamic Forms are different from Static, simple online Forms. In this case – Static Forms don’t provide input flexibility, while Dynamic Forms help users collect data with Conditional Logic, Field rules, Salesforce integration, and smart reporting.

In this resource – we are going to explore Titan DXP, a no-code platform to create Salesforce Dynamic Forms. In simple words, you’ll learn how to use Titan DXP for creating Dynamic Forms, perform Salesforce integration, and automate specific routines.

Note: Using Titan DXP for various conditions regarding Salesforce Dynamic Forms refers to Use Cases.

Note 2: Keep in mind; Salesforce Dynamic Forms refer to Forms integrated with Salesforce – helping users conduct data collection, Feedback management, and report generation with Salesforce data.

Introduction to Salesforce

Salesforce is a suite of Tools to create, automate, and manage workflows regarding customer relationships. In simple words, Salesforce is a Customer Relationship Management (CRM) Tool for businesses.

Salesforce refers to Cloud-Based software – its services help clients manage customer relationships using cloud computing, functionality, and automation.

Salesforce’s features are divided into various categories. For example – companies can use Salesforce for sales, reports, marketing, and automation regarding workflows for customer relationships.

Along with 3rd party no-code platforms, Salesforce can extend its functionality. In this case, no-code applications are Tools used for various purposes such as creating no-code Dynamic Forms is quick and easy with no-code applications.

In this case, as its name suggests – no-code applications refers to Tools That help users create, alter, and manage resources for Salesforce – without learning how to code.

For example – by using no-code applications, one can create Salesforce Dynamic Forms with a point-and-click user interface.

What are Salesforce Dynamic Forms?

In simple words, Salesforce Dynamic Forms are page layouts with more options, functionality, and flexibility.

Dynamic Forms in Salesforce help admins create, configure, and manage smart page layouts – helping users cut down repetitive Fields.

In this case, Form Fields are shown to relevant users, based on what users choose, show interests, or select from a variety of options available. In this case, Dynamic Forms help admins show the right data to people, at the right Time possible.

Instead of using Traditional page layouts for data collection, Salesforce Dynamic Forms help users do Things in a smarter way.

In this case, when it comes to upgrading from old-school ways to modern workflows, Salesforce along with no-code application helps you migrate from Traditional page layouts to Dynamic Forms.

Introduction to Titan DXP

Titan DXP provides a digital experience platform for Salesforce. By using its features, you can perform online Surveys, create Dynamic Forms, perform Salesforce integration, generate Documents, and configure e-Signatures.

In this case – Titan DXP helps users handle complex routines for Salesforce – without users learning how to code or use Salesforce programming languages. Having that clarified, you can call Titan DXP a no code application for Salesforce.

Titan’s main features include Conditional Logic for Form Fields, payment integration, responsive Form design, and Salesforce automation.

Note: As described above, we’re going to explain Titan DXP’s use cases for Salesforce Dynamic Forms. In this scenario, you’ll learn how to use Titan’s features to create Dynamic Forms for various conditions, scenarios, and industries.

What are Use Cases?

Use Cases – in simple words, are cases, conditions, and scenarios while using a no-code Tool for Salesforce integration, creating Dynamic Forms, and automating specific workflows.

As described above, Titan DXP has different use cases for creating, configuring, and managing Dynamic Forms with Salesforce data. As a No-Code platform, after you have created a Form with Titan DXP, Salesforce integration can embed more functionality with data, automation, and conditional logic to Online Forms.

Note: For more information on a Tool’s use cases, see its official resources or ask its pre-sale support representatives.

A use case may differ from company to company. For example, you can use a Tool’s features in a smarter manner, depending on how well you use a Tool’s features.

In this case – creativity matters when you are able to create Salesforce workflows with a no-code platform for Dynamic Forms.

Titan DXP and Salesforce Integration

As briefly discussed, Titan DXP is a no-code platform for Salesforce, allowing users create Salesforce workflows without learning how to code.

Users, when ready for Salesforce workflows with Titan DXP, need to perform Salesforce integration.

Salesforce integration refers to connecting 3rd party no-code applications with a Salesforce account, Titan DXP in this case. No doubt, Titan DXP provides a no-code interface for Salesforce integration.

Salesforce Dynamic Forms: Top 7 Use Cases with Titan DXP

1. User Experience at next Level

In Salesforce, you can create feature-rich Forms for end users – helping them quickly enter data into Form Fields.

In this case – Form Fields are kept hidden or shown based on specific criteria, including user’s interests, edits, or what they prefer choosing. You can say – Dynamic Forms provide next-level user experience with no-code platforms, along with Salesforce Integration.

In this case – the use of Titan DXP is undeniable to create customized Dynamic Forms. Here – Titan DXP provides one of the basic Use Cases – creating Dynamic Forms, along with performing Salesforce Integration with point-and-click options.

Note: Titan DXP helps users create Forms and integrate with a Salesforce account – without learning how to code complex programming for Salesforce.

2. Seamless Data Entry

As briefly discussed above, Dynamic Forms are neat, clean, and relevant to user’s interests. In this case – users are provided Form Fields they need, skipping extra Fields with no relevancy to end users.

In this case, by using Titan’s Conditional Logic rules for Form Fields, users can create Forms with specific Fields – according to users’ needs, relevancy, and specific use cases involved.

Having that clarified, none of the Form Fields are irrelevant. So – users are more expected to fill out all Fields in a Salesforce Dynamic Form – as no information is beyond users’ expectations.

In such scenarios, not only end users can fill data seamlessly, but also Form managers can manage users’ inputs automatically with Salesforce Integration.

Note: From start to finish, creating a Salesforce Dynamic Form, configuring its Form Fields, and performing Salesforce Integration – Titan DXP has covered users with point-and-click options, user interfaces, and flexibility without learning how to code.

3. Form Speed

When it comes to managing user interfaces, such as Page Layouts or Salesforce Dynamic Forms for data collection – speed helps admin keep customers happy, satisfied, and seamless.

In this case – one of the reasons why you should upgrade from Traditional page layouts to Salesforce Dynamic Forms is Speed.

According to research – users waiting more than 3 seconds for a page loading – leaves the page without taking an action.

In this case – Titan DXP helps you create responsive, speedy, and optimized page layouts and Forms for Salesforce. Simply out, if you need speed, you need Titan DXP.

The idea behind speed Dynamic Forms with Titan DXP is to create Forms with relevant Fields based on users’ interest. For example – Fields are shown only, when users’ satisfy specific criteria, conditional logic, or a Field’s rule.

In this case – based on users’ condition, Form Fields are kept relevant and fewer – which helps to reduce speed for Dynamic Form users.

Note: Along with Conditional Logic, Field rules, and responsive design – Titan DXP helps users create rich experiences for customers.

4. Data Integration between Apps

Data integration makes Forms smarter than Traditional page layouts.

In such scenarios – after users have performed integration with Tools, such as no-code platforms for creating Forms, users can send, read, and write data across various Apps.

For example – Dynamic Forms help users read Salesforce objects’ data. Similarly – Form Fields are shown, hidden, or sorted based on data from other Apps.

In this case – Titan DXP helps admins create online Forms, as well as integrate a Salesforce account. Once completed, Form Data can be sent to various locations, helps automate specific workflows, such as marketing campaigns.

Note: Creating integrate-able Dynamic Forms with Salesforce is achievable by Titan DXP’s no-code experience platform – helping you create, integrate, and manage Dynamic Forms without coding involvement.

5. Automation with Form’s Data

Ever imagined – you can automate business workflows with Form’s data.

For example – no-code platforms like Titan DXP are used to create Dynamic Forms That can lead to creating automated Documents using Salesforce Integration.

In this case – once a user fills out a Form, Titan DXP’s settings, as well as Salesforce Integration, help users generate Salesforce documents – automatically with Forms’ data.

In this case – an example of business automation is creating CV Templates with Dynamic Forms available online. Also – you can create PDF reports with Dynamic Forms’ data with Salesforce Integration.

Similarly, running automated email campaigns is possible with data from Dynamic Forms. In this manner – once you have generated a document using Salesforce and Dynamic Forms, you can send the document to people who need to e-Sign, also called e-Signatures.

Note: Automating business infrastructure with Titan DXP is undeniable, smart, and feature-rich. Depending on how you deal with business routines, you can automate a variety of routines, including email campaigns, document generation, and report e-Signatures.

6. Use Titan DXP’s features (Industry wise)

When it comes to No-code Tools’ use cases for Dynamic Forms, Titan DXP has left its competitors far behind.

For example – using Titan DXP, you can use features that fall under different industries. In this case, you can consider business industries for Health, Technology, and Business.

In such scenarios, you can create automated Forms with Templates made for various niches or industries. For example – using Titan’s templates for Technology, one can quickly create invoices, agreement letters, or pre-sale documentation.

In this case – once you’ve setup an account for Titan DXP, you can proceed to experience digital experience with Titan’s templates.

Templates in this case help users quickly create Salesforce Dynamic Forms. For example – by choosing a specific pre-made Template, you can edit and finalize with drag-and-drop options.

Templates don’t require coding skills, nor ask for additional information to create and setup a Dynamic Form. In most cases, the pre-created Form Fields cover users’ requirements.

Note: Titan DXP provides demo versions of its system for beginners. If you’re more concerned about the platform, ask for a Demo Trial on its official website.

7. Data validation in Real-Time

Data validation is vital for companies, organizations, and business infrastructures. In this case, customers’ data need to be collected, validated, and used for automated report generation with Salesforce.

In this case – data validation refers to correcting and checking users’ inputs on a Salesforce Dynamic Forms.

For example – once a user enters a specific choice, the Form can check and change its behavior for the particular user.

In such scenarios, an example of data validation is showing or hiding Form Fields based on what users choose for a specific Field, such as region.

Data validation for Fields helps admins smartly arrange a Form’s Fields for relevant users. In this case, we can say – data validation helps admins create Form Fields for concerned people – only.

In this case, when it comes to using Titan’s features for data integrity, real-Time checks are also available for the users.

Real-Time checks refer to validating data as users enter information on a Form.

For example – once a user enters regional information, the Fields specific to chosen region are shown to the user. Showing Form Fields based on what a user chooses is an example of Real-Time data validation.

Note: The set of rules used for Real-Time data validation on Dynamic Forms depend on the no-code platform. In order to see if a Tool supports dynamic data validation, ask its official resources or sign up for a Trial version.

Wrapping up

In this resource – you’ve learned how to use Titan DXP for Salesforce Dynamic Forms, by addressing Use Cases of Titan’s no-code features for creating, configuring, and automating Dynamic Forms.

As its name suggests, Dynamic Forms in Salesforce help users, who are eager to create experience-rich interfaces for data collection, Feedback management, and automated Document generation with Salesforce data.

You’ve also learned – a no-code platform like Titan DXP helps users integrate Salesforce with Forms – helping users read, write, and manage Salesforce object data with Fields.

Last but not least, Dynamic Forms is the next version of page layouts. As compared to old-school scenarios, Dynamic Forms help users create Forms with Conditional Logic, validation, and automation with data from a Salesforce account.

Frequently Asked Questions (FAQs)

What are the limitations of Dynamic Forms?

Users may face limitations when migrating a page layout to Salesforce Dynamic Forms. For example – custom links, spaces, and formatting options may fail migrating from layouts to Dynamic interface.

How Salesforce Dynamic Forms are different from simple online static Forms?

The difference is clear.

Static Forms deal with static, not-change-able data – while Dynamic Forms provide flexible functionality for user inputs, validation, and automation. Then, as its name suggests, Salesforce integration helps users extend Forms’ functionality with Salesforce data and automation features.

You can say – static Forms are old-fashioned, outdated in most cases. On the other hand, Dynamic Forms help users efficiently create workflows for data collection and management.

Moreover, along with a no-code application and integration with Salesforce – a Form can even perform better with creative ways.

What are No-Code platforms for Salesforce Dynamic Forms?

As its name suggests, no-code applications provide no-code interface to create various workflows. In the case of Salesforce Dynamic Forms, no-code platforms help users create Dynamic Forms without learning how to code, along with performing Salesforce integration for integrity, automating data collection, and creating specific workflows with Salesforce’s data, such as Document Generation and e-Signatures.

How Page Layouts are differing from Dynamic Forms?

Dynamic Forms provide flexible routines when it comes to adding Fields multiple Times. For example – page layouts allow adding a Field once, while Dynamic Forms help users add a Field at various positions, multiple Times.

In simple words, Dynamic Forms are advanced, feature-rich, and speedy as compared to Traditional page layouts.

How to use Salesforce Dynamic Forms experience?

By using a no-code interface, such as Titan DXP – creating Dynamic Forms is easy with point-and-click options. Once you’ve created a Form, you can add rich functionality to Fields, such as Conditional Logic – helping you make Forms more flexible.

Once form design has finished, Salesforce integration provides options to add, use, and manage Salesforce data with Form Fields.

Simply put, a no-code platform helps you perform both routines – creating a Dynamic Form and performing integration with a Salesforce account.

Do you need to use the Page Layout Editor?

Inside the Lightning App Builder, you can manage Forms and Layouts, without using the Page Layout editor. The modern, feature-rich interface of Lightning App Builder helps users perform smart routines, such as creating and designing Salesforce Dynamic Forms.

What about Dynamic Forms support with Objects?

Depending on what you choose to use for creating Dynamic Forms, such as a no-code application – you may have or limit Forms’ support for objects.

In this case – Titan DXP supports dealing with any object – standard or custom.

Do I need to assign a page layout with a Lightning page?

You don’t need to assign a page layout with a Lightning page. In this case – you can work with assigning a Lightning page, not the page layout.

Can I migrate a Record page to Dynamic Forms?

Yes – it is possible to migrate a Record page to Dynamic Forms.

In this scenario, migration of individual Fields and sections is achievable – from a Record page to Lightning App Builder.

Migrating Fields and sections play a vital role and is one of the best features of Dynamic Forms for Salesforce. You can say – support for flexible routines is provided with modern, responsive, and manage-able Salesforce Dynamic Forms.

In this case – a no-code application like Titan DXP helps users quickly perform the migration process, correctly, and efficiently without coding.

What are Visibility rules in Dynamic Forms?

In Dynamic Forms, Fields can be shown based on specific criteria set. For example – if a user selects a specific region, Fields specific to particular region are shown.

In this case – visibility rules refer to rules, conditions, or Conditional Logic That help admins set rules to hide or show Fields in Dynamic Forms.

Remember – visibility rules depend on the systems involved in Dynamic Forms. For example – a no-code platform like Titan DXP helps you set visibility rules for Fields. Similarly – you have to see your Tool’s official resources to confirm if support for visibility rules is provided.

What does Field mapping mean in Salesforce Dynamic Forms?

In simple words, Field Mapping refers to making relation between two entities. For example – Dynamic Form Fields are mapped to create data in a PDF report – using Salesforce Document Generation.

In the same manner – you can map Fields to create e-Signing routines for digital documents. In this case, once a user inserts a signature on a Form, the PDF created with Form’s data includes the user’s e-Signature – too.

What else we can expect from a No-Code platform for Salesforce Dynamic Forms?

A no-code application should provide cutting-edge, modern, and responsive features to create Salesforce Dynamic Forms.

In this case – along with Salesforce no-code Integration, a no-code platform should provide a drag-and-drop user interface, end-to-end security, mobile responsiveness, sign-in security, automation, conditional logic, visibility rules, and proper support for Technical infrastructures.

How to choose a No-code application for Salesforce Dynamic Forms?

Depending on what you prefer for Salesforce Dynamic Forms, you can choose your favorite Tool for Salesforce Dynamic Forms, using a variety of features and use cases.

In this case – choose one based on a Trial version. In this case, you can also talk support professionals for assistance, pre-sale contacts. On the other hand – see if a Tool you choose provides support for live sessions, a knowledge base, or training material for beginners.

What if you lack expertise to use a no-code application?

If you’re dealing with Salesforce, you should have used no-code platforms for various workflows. On the other hand – if you need expertise, you can see the Tool’s official knowledge base for more information.

For more information on using Titan DXP for Salesforce Dynamic Forms, let us know your thoughts by contacting our support channel.

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