Automate your Salesforce Intake process with Jform

You can create Intakes in Salesforce from the Intakes tab or from an Inbound Referral.

From the Intakes tab, click New and give the Intake a name. You’ll be prompted to fill out a set of details about the Intake. Click Save to complete the process.

To create an Intake from an Inbound Referral, click the Cases tab followed by the case number of an Inbound Referral. Then select Create Intake, edit the name, and click Save.

Note that editing an Intake also edits the object record to minimize the amount of data upkeep you need to do.

The default Intake Stages are

• Not Started
• 진행 중
• Awaiting Client Input
• 검토중
• Not Approved
• 승인됨

Keep in mind that you can edit, remove, or add new Intake Stages by visiting the Setup tab in Settings.

The Intake Checklist in Salesforce is a useful module that lists all the steps required to complete the Intake process. This checklist helps ensure that no action is skipped. The Intake Checklist is also helpful for navigating Intake records in a specific order and guiding users through necessary tasks like completing assessments and collecting personal information.

Intake Checklists use Action Plan templates to build individual checklists that are meaningful to your organization. They are also customizable so that users can add them to Intake records using your organization’s guidelines.

The most critical information in a Salesforce Intake is client information, including client name, email, phone number, position, company size, etc. However, some Intakes may also require industry-specific information, so you should be careful with each Intake you create.

While Salesforce Intake forms are applicable to many different industries, any type of business that uses lead generation will find intake forms to be a game-changer. These businesses include B2B and B2C, real estate, insurance, technology, consulting, financial services, and much more. Additionally, the healthcare, nonprofit, and education industries use intake forms on a regular basis.

Salesforce offers several native solutions for building intake forms. You can also use handy third-party form builders that offer Salesforce integrations — such as Jotform. Jotform’s no-code online form builder enables you to build custom forms in no time so that you can streamline your lead generation.

Jform is now available on the Salesforce AppExchange. Without leaving your Salesforce account, you can customize a form template however you like and share the form with your clients and customers in seconds. Alternatively, you can create a form on Jotform’s platform and integrate it with Salesforce.