Create requests with Jform for Salesforce
If your organization receives a lot of requests, try Jform for Salesforce to manage and respond to requests easily. Create and customize request forms with Jform, share with stakeholders and clients, and review submitted requests directly from your Salesforce account.
Explore Jform’s Request Form Templates
Use one of our 800+ ready-made request form templates to get started. Pick the one that best aligns with your needs, customize it to match your vision, and share it via direct link or by embedding it in your website.
새 하드웨어 요청
이 신규 하드웨어 요청은 하드웨어/소프트웨어 요청들을 관리하는 IT 부서에 의해 사용됩니다. 이 컴퓨터 하드웨어 요청 폼 템플릿은 장비, 소프트웨어, 요청 사유 유형들을 정의할 수 있게 합니다. 이러한 하드웨어 요청 폼 샘플은 이름, 이메일, 전화번호 및 날짜와 같은 정보를 포함합니다.
정보 요청 양식
응답자의 이름, 이메일, 전화번호 및 정보를 요청하는 기본적인 정보 요청 폼이 있습니다. 귀하가 IT 고객 지원팀, 웹 상담사, 특정 분야의 전문가 및 과학자일때 이런 정보 요청 폼들은 매우 유용할 것입니다. 귀하는 응답자들에게 대답하고 싶은 데로 할 수 있는 자유를 주며 이메일이나 전화로 후속 조치를 취할 수 있습니다.
신규 사용자 요청 양식
이 신규 사용자 요청 폼은 일상에서 다수의 사용자들을 다루는 서버나 웹사이트 관리자들을 위한 것입니다. 만약 귀하가 신규 사용자 요청 또는 정보 업데이트를 원하는 기존의 사용자들을 관리한다면 디렉토리 접속 변경, 관리자 및 웹 콘솔 권한 업데이트나 사용자들의 지원 요청을 받아들이는 것과 같은 계정 권한들로 사용자들을 도울 수 있습니다.
휴가 요청 양식
휴가 요청 폼은 직원들이 연락처 정보, 휴가 시작일과 종료일, 기간 정보 및 추가적인 코멘트를 입력하게 하며 직원들의 휴가 요청을 추적할 수 있도록 합니다. 귀하는 이 템플릿을 사용해서 더 많은 맞춤 설정 도구와 위젯들로 자신만의 폼을 만들 수 있습니다.
Salesforce
Integrate Jform with Salesforce
Connect Jform and Salesforce by installing the Jform app from the AppExchange or using our Salesforce integration on any of your forms in the Jform Form Builder. Build your forms directly on Salesforce, or integrate them from Jotform.
맞춤설정 하기
Customize your request forms
No matter the industry you work in, you can create and customize your own request forms with Jform for Salesforce. Whether you build a new form or use a ready-made template, you can always further customize it with Jform’s intuitive online builder. Add or remove fields, change fonts and colors, upload images or branding assets, and more.
공유 및 임베드
Share your forms anywhere
Share your request form with customers via link or by embedding it into your website. You can even share the link on your social media accounts to gather more responses. All incoming data will flow seamlessly into your Salesforce account.
Learn how to use Jform for Salesforce
Jform에 대한 사용자의 의견
“Jform has been a great tool. As a nonprofit leader, I am always looking for tools that are easy to use, are priced well, and are able to do more than one function or ‘thing.’ We started using Jform to allow our supporters a place to request marketing materials for a fundraising walk, but we quickly learned we could use this platform for so much more. We also use it for post-event surveys, community voting on new marketing ideas and projects, and recently used it for our guests to preorder food for a fundraising event.”
Nathan Smith,
Vice President, Rain Inc.
자주하는 질문
귀하의 "{searchValue}" 검색은 어떤 결과도 찾지 못했습니다.
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Which industries use forms to collect requests?
Many industries use forms to gather and manage requests. Because requests can refer to a number of different things — services, goods, permissions, information, and more — request forms are understandably popular among many types of businesses and organizations.
Here are a few of the many industries that use request forms:
- 교육
- 의료
- 정부
- 비영리
- IT
- Manufacturing
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What is the significance of the Request ID in Salesforce?
Request ID refers to the unique identifier assigned to every submitted request. The Request ID provides Salesforce account holders with an easy way to manage unique requests and track progress.
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Are there any specific request form use cases in Salesforce?
Yes, a popular request form use case in Salesforce is adding requests submitted through a form to a workflow. In a contact request form workflow, each user submits a ticket to a support member for review. The support team member then contacts the user about their request. Contact requests provide an additional method of communication between an organization and a prospect, allowing users to submit a request before actually speaking with the company.
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How can Jform help with request collection?
Jform offers an easy and intuitive way to collect requests and automate the associated work processes. By using Jform on Salesforce AppExchange, you can streamline your data collection and automate request workflows straight from your Salesforce account. Enjoy Salesforce’s extensive CRM functionality and Jform’s powerful online form builder in one neat package — perfect for collecting and responding to requests.
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How can you connect your request forms with Salesforce?
You can connect your request forms seamlessly with Salesforce on either the AppExchange or via our in-product Salesforce integration.
To connect your forms via Salesforce AppExchange, open AppExchange, search for Jform in the search bar, and click Get It Now. Then follow the setup instructions. You can choose whether to install the app for Admins Only, for All Users, or for Specific Profiles.
Once you’re done, open the app by clicking on the App Launcher icon and searching for Jform. Create your free Jform account or log into your existing account and follow the instructions to finish setting up the app. After you do that, you can use Jform within Salesforce. Click on the Create Form button, then select Salesforce Form. You’ll automatically be prompted to map form fields to objects in Salesforce.
To connect an existing request form in Jform with your Salesforce account, use our legacy Salesforce integration. To set this up, open the Form Builder and click Settings. Click the Integrations tab and search for Salesforce. Click the Authenticate button to link your Salesforce account to your existing request form. After connecting your account, select either Create or update a record or Find a record. Choose an object from the list and map your form fields to the corresponding data fields from your chosen Salesforce object.
Once you’re satisfied, click the Save Action button and then the Save Integration button. Click Finish and then you’re ready to go! Your request form data will now be sent to your Salesforce account each time a new submission comes in.
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How can you make the most of the data you collect through Jform in Salesforce?
Making the most of your collected data is easy with Jform for Salesforce. You can pre-populate data directly from your Salesforce account — perfect for avoiding data errors and streamlining your users’ form-filling experience. Also, the data you collect via your Jform for Salesforce forms can also be used in other prefilled Salesforce forms. Save your users time and energy by filling in the details from data you’ve already collected.
In addition, you can make the most of your data by using Jform’s pre-populated forms and extensive suite of tools. Jform’s pre-populated forms speed up the form-filling process for users and boost form conversation rates. Encourage your users to complete their responses by automating their experience with prefilled data.
By using Jform, you also gain access to a whole suite of useful tools that can help you make the most of your collected data. Use Jform Tables to organize and manage your data, Jform Approvals to build workflows, Jform Reports to generate data charts and graphs, PDF Editor to generate professional PDFs, and much more.