무료 Salesforce용 Web-to-Lead 양식

To explain why using an external data collection platform is so important, let’s first define what external data is. Simply put, external data comes from outside the company. It can be gathered via external data-collection platforms or purchased from third-party organizations.

Using an external data-collection platform can be extremely useful for companies or organizations looking for a solid data-collection strategy that goes beyond typical in-house data collection. Creating a successful external data-collection strategy with a third-party platform can garner important insights that go beyond the data you would have received internally.

Collecting external data can help your company keep customers interested and stay on top of market trends and potential business competitors.

To create your own web-to-lead form in Salesforce, start by installing Jform from the Salesforce AppExchange. Click Get It Now, and follow the setup instructions. You can then launch Jform by searching for it in the App Launcher. Log into your free account or create a new one, then follow the instructions to finish setting up the app.

Now that Jform is installed in your Salesforce account, you can start building your own web-to-lead form. After launching Jform, select Create Salesforce Form, choose an object, select the object fields, and click Create Form. Now, each time you collect data through this web-to-lead form, the data will automatically populate the corresponding fields in your Salesforce account.

From there, all that’s left is to design your web-to-lead form to your liking and share it with your audience. Use Jform’s drag-and-drop builder to add or remove form fields, change fonts and colors, upload branding assets, and much more.

You can use Salesforce forms straight from your Salesforce account. Once you’ve created and customized your Salesforce forms, feel free to share or embed them on your website or social media accounts to reach an even wider audience.

Access the Jform for Salesforce integration through the Salesforce AppExchange, Salesforce’s enterprise cloud marketplace. Jform is available as a ready-to-install app that allows your company to build professional forms. Once you’ve installed Jform in Salesforce, all you need to do is create your first Salesforce form.

The integration allows you to create a Salesforce form, choose an object, and select the object fields on your corresponding form, meaning that all the data you collect through your Salesforce form is automatically fed into your Salesforce account for easy access.

No, you don’t need technical expertise to set up the Jform for Salesforce integration. All you need to do is install Jform in Salesforce, then launch the app.

Data-collection techniques are procedures and practices used to gather information and insight about a target audience or specific set of data.

Depending on the type of data you need, you can use various types of data-collection techniques for your business or organization.

Consider the following data-collection techniques to see which options fit your needs the best:

• Custom data forms. Create your own custom data or web-to-lead forms to gather data directly from users and leads.
• Surveys and polls. Build surveys and polls to gather valuable insight about what your community thinks of your products or services and what they might like to see implemented or changed.
• Focus groups and interviews. Meet with users in person or over a video call to talk with them face to face about what they think of your company. Create a focused set of questions to collect high-priority data.
• Online tracking. Track data in-house or use external data-collection tools to gather insights about your customers or competitors.

Using Jform for Salesforce has plenty of benefits. When you use Jform within your Salesforce account, all data collected through your forms automatically populates the associated object in Salesforce. Benefits include, but aren’t limited to, seamless data capture, enhanced lead generation, improved data quality, and an integrated user experience. You can access all of your important data from one place, effectively streamlining all of your workflows.

Additionally, by using Jform for Salesforce, you’ll gain access to a wide variety of useful features and tools, including ways to build no-code apps and PDFs, collect e-signatures and file uploads, generate reports, and automate your workflows. You’ll never need another online form tool for your data collection again if you use Jform for Salesforce.

Yes, your data stays secure during the integration process. Both Jform and Salesforce work hard to deliver the best security practices, so their customers can rest easy knowing their data is secure.

Salesforce is built with security in mind to ensure that your data and apps are safe. Salesforce offers Salesforce Security Basics to encourage users to do their jobs safely within Salesforce. Along with offering this helpful guide, Salesforce offers features like user authentication and gives users access to real-time event monitoring, Shield Platform Encryption, and more.

Similarly, Jform is committed to keeping customer data safe and secure. Regardless of your plan with Jform — be it free or paid — all of your forms will be protected by an industry standard 256-bit SSL connection. Enjoy CCPA, GDPR, and FERPA compliance, along with PCI certification. Additionally, Jform offers encrypted forms, CAPTCHA, spam protection, and more to add an extra layer of security to your web-to-lead forms.

Yes, you can set up this Salesforce integration to work with existing forms. To do so, open AppExchange and launch Jotform. Open an existing form, and then click the Salesforce logo on the right side of the screen. Proceed to pick the Salesforce objects you’d like to map and match them with the form fields that already exist in your form. Once you share your form and start collecting responses, submission information will automatically be sent to your Salesforce account.

Web-to-lead forms in Salesforce are forms that capture information about your website visitors. This data is then sent straight to your Salesforce account, ready to be turned into potential leads.

Salesforce web-to-lead forms capture data about visitors that come to your website and store said data within your Salesforce and Jform accounts as new leads. The data that is captured can range from basic information like name and contact information to key insights like demographics and specific interests that can be related to your product or services. Ultimately, the data that your Salesforce web-to-lead form captures depends on what information you’ve asked for on your custom web-to-lead form.