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2 Ways High Tech Companies Can Use Salesforce Forms To handle Dynamic data (Integrated and Fast)

Apr 30, 2022 | Latest Grid Posts, SAP

Dynamic Forms help companies integrate Dynamic Data in Business Workflow(s). When it comes to handling Dynamic Data for customers, Salesforce helps you efficiently manage Dynamic Forms in this case.

With a No Code Form Builder, along with Salesforce connectivity (AKA Salesforce Integration), you can easily create Online Forms, Dynamic Forms with Salesforce data being accessible.

In this resource today, we are going to address Dynamic Forms for High Tech companies. In this case, you will also be covering additional information for a better understanding. If you want to skip the additional Factors, you can JUMP over to the specific section of this write-up.

In the coming lines, you will get to know the High Tech companies, examples, and other measures. In the following lines, you will learn how Salesforce Forms handle Dynamic Data for High Tech companies. The process is identical for any niche or industry possible.

Introduction to High Tech companies

If a company is using Technological advancement to target a large audience, such companies can be referred to as High Tech companies. High Tech companies can perform in any industry or niche. For example, there are High Tech companies n Healthcare niche. In the same manner, you can see High Tech companies in Technology industry as well.

Examples of High Tech companies are Google, Facebook, Apple, and Yahoo. These are the examples of High Tech companies in the Technology industry.

Along with targeting a large audience, High Tech companies are high funded in nature. Unlike small companies and ventures out there, High Tech companies justify a large portion of joint investment for a large audience.

When it comes to relating High Tech companies with Salesforce, you can count on various features for High Tech companies, such as automated Document generation, Salesforce Surveys, and Salesforce Dynamic Forms to handle ever green Feedback management.

What is Salesforce ?

Salesforce, as its name suggests, is referred to a company That provide products to improve a company’s Customers Management. In this case, Salesforce helps companies carry out Customer related Tasks, such as Verification, Document Management, or Feedback management with No Code platforms.

One of the best features of Salesforce is integration with 3rd party Tools. In this case, you can literally use No Code interfaces to create custom applications with Salesforce integration, easily, quickly, and without any Coding skills required.

What are Dynamic Forms ?

In simple words, Dynamic Forms are Forms that help users experience Real Time updates while they are filling in the Form. In this case, an example of a Dynamic Form would be one That shows users’ data from a Database once a user fills in the ID Field.

When it comes to the Dynamic Forms in Salesforce, you can fetch and show Salesforce Data at the right time, to the right users. This process includes displaying Salesforce Data directly on the Form, hence called the Dynamic Forms. In order to proceed with Dynamic Salesforce Data, you need to have integration with the Salesforce system first.

You can get started with No Code applications for Salesforce, used to handle Dynamic Data with Salesforce Forms, easily. In this case, use Titan DXP to create, manage, and configure Dynamic Forms with a point and click User Interface.

How can High Tech companies use Salesforce Forms to handle Dynamic Data ?

2 Ways High Tech Companies Can Use Salesforce Forms To handle Dynamic data (Integrated and Fast)

In the following lines, we will be discussing Two ways to handle Dynamic Data with Salesforce.

Scenario (1)

Let suppose you are receiving Dynamic Data from users on a Salesforce Form. In this case, an example of such scenario is to gather AGE data form various users. In this case, let suppose you will need to fetch and show relevant Hobbies based on a users’ age, and proceed to create a portfolio of the user based on the Form’s data.

The process can be started from designing a simple Salesforce Form with relevant Form Fields. In this case, you should have properly configured the Form Fields to fetch and show relevant data as users enter their AGE field. In this case, you will also need to set Document Generation in Salesforce to create automated Portfolio PDF documents once a user submits a Form with Dynamic Data.

Having that clarified, when you have created the Form, you will need to Map Fields accordingly. In the same manner, you will also need to upload a Template for the resultant file. In this case, once you have uploaded the Template, you will also need to Map Fields and set parameters accordingly. In this case, once you have finished the process of creating, setting, and managing a Form with automated Document Generation, you will be able to handle users’ Dynamic Data to create automated Dynamic Documents (Portfolio in PDFs) at the end.

Watch the below video for more information.

Scenario (2)

As described above, you can also handle Dynamic Data while dealing with other Features of Salesforce. For example, if you need to handle Dynamic Data with Salesforce Surveys, Web Applications, or eSignatures, you will need to take a different path in this case.

Once you have integrated a Salesforce Dynamic Form, you can proceed to the next step.

Next, as required, with Salesforce Integration and Form Field Mapping, you can also send the users’ data to a different Salesforce product, take Web Application in this case. In this manner, the data you send will affect Salesforce Objects and Features as required by the process.

For example, you can automate verifying a Document once you have created one with Salesforce Dynamic Form Data. In this case, the document will be automatically sent for eSigning once generated. For this, you may have to use the Process Builder, Flow, and Apex for automation.

This is how you can create a Salesforce Form to handle Dynamic Data, generate Documents, and send them for verification in an automated manner.

Summary

That’s how High Tech companies can use Salesforce Forms to handle Dynamic Data in Two different ways. Possibilities are Unlimited when it comes to using Salesforce Forms for various purposes.

For more information on how to get started with Salesforce Forms, you can test out a Demo version Tool for Salesforce Forms, look into the Salesforce Official AppExchange Directory for more information on choosing ideal Tools.

You can also let us know your thoughts in the comments.

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