WiseLancer
  • Home
  • About
  • Marketing
  • Management
  • Business
  • SWOT & PESTLE 
  • Health
  • Travel
  • Romance
  • Cooking & Foods
Tag:

Salesforce Forms

Data Integration
Better TipsBusinessManagementMarketing

Data Quality of Salesforce Forms – Steps to Maintain Org

by Shamsul December 13, 2021

Data Quality of Salesforce Forms – Steps to Maintain Org

 

The data quality of Salesforce forms is essential for making the right business decisions. Inaccurate data tends to lower down the employees and negatively impacts their productivity levels, affecting Salesforce user adoption, as the users will lose trust in the system. Additionally, if the data quality of Salesforce forms is poor, it will also pose serious damages to the business reputation at the time it approaches a customer or prospect. Concluding, it can be said that bad data quality eventually translates into lost revenues for the business.  

This guide will highlight some dimensions of data quality and those Salesforce features that enable top-quality data through

https://hevodata.com forms and can be leveraged to ensure that your database is reliable.

Completeness of Data | Salesforce Forms

To make a Salesforce form data valuable, it should incorporate the minimum amount of information as per the stage of the business procedure the record holds. An example of this is that a customer account should include their email address. In order to know whether major fields are filled up, using Salesforce form reports can be very useful.

As soon as you have managed to retrieve the percentage of blanks for every field, you will come to know that some fields have been barely filled in. prior to start thinking as to how to ensure that users fill it up you need to examine as to why every field was created if it still remains relevant. Hence, fields that are not necessary should be removed.

You can do several things to avoid your data remaining incomplete within your org. Amongst many, validation rules are the one. Implementing some of these rules will effectively prevent users from entering wrong data or duplicate data, skipping a particular step, or failing to fill up the required information. Making the required fields is important to ensure that the newly created records include the minimum number of attributes required for a database record to be meaningful.

Read Also: 10 Lesser-Known Salesforce Forms Features Which Are Very Useful

Data Uniqueness | Salesforce Forms

If your Salesforce forms include duplicate data, this is yet another sign of inefficiency. This also imposes a negative impact on team coordination and can damage the business’s reputation in the eyes of its customers. Sales reps might attempt to close deals with similar customers, which means that customer-related information is spread over multiple records, making the sales pipeline appear more significant than it is in actuality.

A recommended action is to put a proper duplicate management strategy right from the beginning, as duplicate records will be difficult to clean up the longer they remain within the system. In order to avoid duplicate records, you can leverage Salesforce’s out-of-the-box Duplicate Rules. If you are looking for a more sophisticated solution, you will find many duplicate applications that will help you in the process.

In addition to this, the validation rules will also be very effective in preventing duplicate records, such as having two open opportunities simultaneously open. In a situation where moiré than one user is working over the same deal, it is important to leverage Opportunity Teams and Opportunity Splits to make sure that the Salesforce forms users do not create duplicate Opportunities.

Validity of Data

A data is considered to be valid when it is as valid as possible. An example is when all the Salesforce postal codes are in the correct format and match the real postcode in a given country or when a business account has a correct address. Some useful strategies which assure that your Salesforce forms data is valid include:

Matching your data with another trusted source like ZoomInfo or Data.com, such as validating the addresses of accounts in an external database.

Standardizing all options within a fixed set of choices, such as lookups or picklist to the current records and wherever possible, leveraging the value sets of picklist when creating similar picklist fields in different objects, or making use of validation rules for validating a provided format within fields when a record is saved. Setting up naming conventions for records is also effective, for example, how the varying levels of Account Hierarchy need to be named.

Read Also: How to Increase Your Natural Traffic with Content Marketing?

Consistency of Data | Salesforce Forms

A data is considered to be consistent when the record values tend to be complementary matches as well as when the data matches different objects. An example can be the combination of a country and state needs to be valid in a given record, currencies should also be consistent across related records, and activity ending dates should be after the starting dates.

To make sure that your Salesforce forms are consistent reports can be used for value comparison used for given fields like country, state, or currency. You can also use validation rules to impose certain logic like the starting date before the ending date.

When you create custom fields, always select picklist over texts wherever possible. Validation rules and dependent fields can be helpful in assuring that all complementary values are a perfect match.

Data Age and Missing Data

Business information, such as business contact details, that is not updated on a periodic basis tends to become obsolete after a specified time period. Reports are allies when the question is of tracking records that are not modified for a certain period. However, if there is still something worse than stale data, it is none other than missing data. For example, when a business deals with 100 customers, only half of these customers are added in the Salesforce forms. A standard rule is that to prevent missing data, enforce the philosophy of “if it is not in Salesforce, it does not exist”, which essentially means that the Salesforce users will only be rewarded if they log all the relevant details within Salesforce.   

Having clean data is the way towards efficiency within your team and helps maintain a good reputation and stimulate Salesforce user adoption. All in all, good data is central to making good business decisions.

Salesforce forms are perfect allies in maintaining data quality. A good strategy is to encourage its users to look for bad data quality by offering rewards to those who care about it. Moreover, you can also impose periodic checks of Salesforce forms data, which will effectively keep track of the data quality along with helping in identifying improvements that can be made part of Salesforce processes to assure that data remains as reliable as possible.

 
 

Need Help or Advice in Content Management:

Get in touch through Contact our team or my Freelancer.com profile. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.

Read More:

How to Pick a Profitable Blogging Niche Easily in 2022

7 Healthy Food That Brings Happiness in the Life

YSL Pestle Analysis | Get Inspiration for Better Marketing

December 13, 2021 7 comments
0 FacebookTwitterPinterestEmail
Salesforce Forms Featuress
Better TipsBusinessManagementMarketingTrending

10 Lesser-Known Salesforce Forms Features Which Are Very Useful

by Shamsul December 12, 2021

10 Lesser-Known Salesforce Forms Features Which Are Very Useful

 

The comprehensive Salesforce Forms platform has a lot to offer, undoubtedly practical tools to have within your back pocket and used as and when required. Even if you are an experienced Salesforce professional, you will still come across some Salesforce form features you have been unaware of until now. Meeting the requirements of a user through standard Salesforce forms features is an effective solution. In comparision to building a customized solution that is at the risk of breaking every time a Salesforce form is effective.   

                                                                                                                                     

Lesser Known Facts about Salesforce Forms

Auto-Response Rules

The auto-response rule feature automatically delivers emails to Cases or Leads that meet the set criteria standards. These can be very effective in making the prospects know that you have received a contact request on their part and assuring the customers that you are working over their support request. Users can easily set multiple rules by using different templates for emails to reduce legwork and still deliver an excellent first impression.

Advanced Currency Management and Multiple Currencies

For enterprises dealing with customers in different currencies, the Multiple Currencies feature of Salesforce forms is very useful and effective. Additionally, the feature of Advanced Currency Management takes this process a step further. Although, both the features are distinct, they are able to use in combination to manage multiple currencies effectively.

Multiple currencies: This feature enables the use of multiple currencies in forecasts, opportunities, reports, quotes as well as other data. Different users will get default currencies and change records to a particular currency.

Advanced Currency Management: This feature helps in managing dated exchange rates within Salesforce form opportunities which allow mapping a conversion rate within a particular date range. The meaning of this is that if an opportunity is ‘closed won’ at a particular date, the amount of opportunity, when converted into any other currency. It will be fixed for that certain date and will not change in the future, irrespective of currency fluctuations. 

Read More: SALESFORCE FORM IS THE EASY WAY WITHOUT CODING

Enterprise Territory Management

This feature of Salesforce forms allows controlling Opportunity, Account, and Contact access based upon the Account’s criteria. In this way, the user can structure a shared system ideally suited to the particular sales territories. A common practice for territories is to align geographically; however, this can be based upon other features such as product or industry. The Territory Management feature was announced to lapse in June 2020. However, the introduction of Enterprise Territory Management may appear to gear towards corporations only. However, even small-scale organizations can also use it with additional flexibility.

Account Teams

Account Team is a group of users collectively working over an account and identifies who is working over the accounts through Team Roles. This feature of Salesforce forms has undergone a major up gradation in 2020, which eventually resolved the limitations involved since the transitioning of the feature to Lightning. In order to manage a large Salesforce, managers should certainly enable this feature which involves greater flexibility within account ownership.  

Related Contacts

This feature is the name of the Account-related list. Which shows ‘Account Contact Relationships.’ Through this way, users can define relationships between the accounts (the business) and the contacts (individuals). A fact is that in the real world, not all connections follow the classic B2B-business-cookie-cutter approach following a clean contact with the account structures. Through Account Contact Relationships, reality can get reconstructed with individual networks. It operate with multiple accounts in varying capacities (e.g., affiliate, partner, agent, contractor, employee, etc).

Content Delivery

Through the Content Delivery feature, users can deliver documents (Word, PowerPoint, PDF, and others) to a recipient by providing a customized link to an optimized web-based version for easy viewing online or download. Content Deliveries include:

  • Sending options with password encryption (required/optional).
  • Locking the downloading option.
  • Notifying the sender when the content is viewed.

Reporting Snapshots

The Snapshots feature of Salesforce forms allows users to capture images of the records. They can freeze data over them for future reference. The bonus point for this feature is that it include out-of-the-box within all Salesforce organizations is very easy to set up. An everyday use case of this characteristic is Opportunity Pipeline Change with time. However, users can also use this feature to capture API call trends. Case volume-per-rep changing over time, or the number of Leads of the owner with time.

Salesforce to Salesforce

This feature allows the user to share CRM data with those other enterprises that use Salesforce. This transfer usually occurs between partner organizations working over similar Opportunities and mutual customer accounts.

Custom Settings

The custom Setting feature can be used to up-gradation of the frequently changing elements without having to update individual components one after one. This feature can be accompanied by Flows to continuously update changing elements without jumping into Flow Builder every time.

VSCode

Visual Study Code (VSCode) is an open-source and free product of Microsoft and is available on Windows, Mac, and Linux. This feature is basically a developer tool that Salesforce Admin borrows to speed up the process of Salesforce configuration. VSCode appears on the Salesforce Certified Advanced Administrator exam. The candidates need to explain the available options for moving metadata between the environments (Salesforce extensions for Visual Studio Code, changesets).

Although the features mentioned above are lesser-known. However, integrating these features within Salesforce forms building can simplify the workload. Moreover, it helps manage even the smallest of the details. Web-based Salesforce services offered by Many websites are of exceptionally high quality. The industries and companies will undoubtedly manage their sales workforce effectively and efficiently. A service incorporating the essential Salesforce forms features along with those features that can enhance work quality is certainly a good combination that you should go for.

 
 

Need Help or Advice in Content Management:

Do you want more advice? Do you have good practices to share? Express yourself in the comment.

Do you want any help writing quality content, driving more traffic to your website, and boosting conversions?

Get in touch through Contact our team or my Freelancer.com profile. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.

Read More:

Avoid Heart Attacks with Miraculous Foods in Your Diet

Cryptocurrency | Top 10 Altcoins That Can Make you A Billionaire 

The Relationship between Physical Activities and Fitness

December 12, 2021 10 comments
0 FacebookTwitterPinterestEmail
Salesforce Forms
Better TipsBusinessManagementMarketingTrending

Salesforce Form is The Easy Way Without Coding

by Shamsul December 12, 2021

Salesforce Forms Are The Easy Way Without Coding

 

If you are looking for a guide that helps create Salesforce form relatively easily and quickly, you are in the right place. There are various options when getting the data within Salesforce; however, not all of them are created equally. So, what exactly does this means? The fact is that some solutions might require a lot of work to be done manually whereas, others might not be able to connect data in the way you want it to be. This is the main reason why it is very important to select a platform which flexible enough that it meets all your Salesforce data collection requirements.

With https://hevodata.com/learn/salesforce-forms/ creating Salesforce forms have become an effortless task, so whether you require creating a Salesforce order form or a customized stay-in-touch form, or anything else. You are on the right track. The guide will discuss the various options for Salesforce forms and why an integrated web platform is considered adequate.

You have to enter data manually, whether it is new lead data, case data, customer support, event signup, or any other element. Then you are certainly not very much into the idea because of the extra effort involved in entering data manually along with the increased probability of mistakes in the data. Other techniques for data entering data in Salesforce appear to be more logical. These techniques make the work easier and simpler. However, it also involves less time that you can invest in other profitable aspects of work. Evaluating every option and explaining which the best one is will help in determining the right data entering way.

Option 1: Exporting/importing data manually from another system using tools such as Data Loader

Sometimes, entering a large amount of data becomes necessary at a given time. This is particularly true when receiving a CSV for contact information of an event you are participating in. On the other side, there may be times in which you enforced to upload data in Salesforce forms when the system very which you work lacks a direct integration with Salesforce forms. Tools like Data Loader can be very effective in such situations.

 

Option 2: Integrating Salesforce’s Web-to-Lead tool or other Salesforce options

Some built-in options in Salesforce help in data collection and its input within the CRM, including Web to Case and Web to Lead Forms, which you can use easily over the website. Since some built-in options are available to offer an easy-to-implement solution, they might also not be as customizable as our situation requires.  

Option 3: Utilizing external Salesforce form platform designed to directly input data into Salesforce

Although this is the last option; however, the best amongst all uses an external web form platform with Salesforce integration. You will come across various platforms. However, the tools available at https://hevodata.com/learn/salesforce-forms/ best and effective drag and drop web form developers. They have an extensive range of customization options and most importantly, a very strong Salesforce integration that allows the creation and up-gradation of the records for both standard and custom objects, prefilled data options, working with multiple objects, and lots more.

Read Also: 10 LESSER-KNOWN SALESFORCE FORMS FEATURES WHICH ARE VERY USEFUL

Why should you use an external data collection platform?

As mentioned previously, integrating a data collection platform allows strong Salesforce integration capabilities that tend to surpass the native options of Salesforce and all the customization features that come with a full-featured web form builder. Incorporating some level of customization, building Salesforce forms, and sending data where required can be made easy.

Uses of Salesforce Form

Salesforce forms have now become an important tool within every department and in industries that tends to leverage Salesforce. Some good examples to start with include:

Financial services: Onboarding forms of the clients

Higher education: Application forms that are embedded within Salesforce Experience Cloud pages.

Healthcare: Registration of new patients.

Nonprofit: Donation forms.

Government: Program signup forms.

Other use cases: Basic web-to-lead forms, surveys, contact forms, and a lot more.

What is required from a Salesforce form?

Since we use Salesforce forms for the handling of Salesforce data collection, it is very important that it covers the requirements of a data collection tool that goes beyond Salesforce integration. Some key features assured from a top-notch data collection platform include:

Read Also: Project Management: The 5 Phases of the Life Cycle

Capable of connecting with other apps

If your Salesforce form allows you to connect with more than one app, then you are on the right track. In case, if you strive to connect with advanced platforms that can integrate your forms. Then a good Salesforce form will allow you to connect with Authorize.Net, Stripe, Paypal, Google sheets, and more. If your Salesforce forms have integration with any of these platforms, this means that your forms are surely unstoppable.

User-friendly

The Salesforce form builder needs to have a user-friendly interface and be easy to navigate for technical and non-technical personnel. If this is the situation, you do not need to go back and forth in an attempt to make a basic change within the forms with different departments. Whether you are an employee of the sales, marketing, or IT department, this capability is certainly a no-brainer.

Salesforce Form authentication

Many of you might be thinking, what does this mean? It means that you have the control that can access Salesforce forms. An example of this is that if you create Salesforce forms for a university. You can control by granting access to teachers only or other forms are for university students only to answer the questions. Other examples can include creating Salesforce forms that can access exclusively by managerial staff or building a Salesforce form that staff-level employees can effectively utilize in any organization. The possibilities with Salesforce forms integrated with a web-based platform are numerous. A good Salesforce form allows authenticating forms with LDAP, SAML, CAS, and Salesforce Experience Cloud.

 
Need Help or Advice in Content Management:

Do you want more advice? Do you have good practices to share? Express yourself in the comment.

Do you want any help writing quality content, driving more traffic to your website, and boosting conversions? Get in touch through Contact our team or my Freelancer.com profile. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.

Read More:

Project Management: The 5 Phases of the Life Cycle

SWOT Analysis of Yves Saint Laurent, Competitors & USP

Cryptocurrency | Top 10 Altcoins That Can Make you A Billionaire 

December 12, 2021 13 comments
0 FacebookTwitterPinterestEmail

About

About

About Wiselancer

Our resources are tailored according to the needs and demands of today. Wiselancer offers an extensive treasure of knowledge-based contents and articles that shed light on a variety of different subjects and topics.

Recent Posts

  • How to Entice a Woman | 7 Techniques

    May 26, 2023
  • Know the Impact of IoT on Business and Society

    May 26, 2023
  • How Do You Collect Feedback From Your Customers?

    May 26, 2023
  • The 10 Big Benefits For Any Freelancer Working Online

    May 26, 2023
  • Earn Money On The Internet | Jobs That Pay Well

    May 25, 2023
  • The Four Directions to Enhance Your Skills in the CV

    May 25, 2023
  • Artificial Intelligence
  • Better Tips
  • Biography
  • Business
  • Celebrities
  • Cooking & Foods
  • Coronavirus
  • Earn Money
  • Fashion
  • Gig Economy
  • Health
  • Management
  • Marketing
  • Medical
  • Personal Growth
  • Romance
  • Scholarly
  • Skincare and Beauty
  • Social Media
  • SWOT & PESTLE 
  • Top 10
  • Travel
  • Trending
  • World's Climate
  • Writing

Archives

  • May 2023 (54)
  • April 2023 (58)
  • March 2023 (41)
  • February 2023 (43)
  • January 2023 (27)
  • December 2022 (40)
  • November 2022 (55)
  • October 2022 (32)
  • September 2022 (24)
  • August 2022 (28)
  • July 2022 (24)
  • June 2022 (24)
  • May 2022 (32)
  • April 2022 (47)
  • March 2022 (62)
  • February 2022 (68)
  • January 2022 (21)
  • December 2021 (41)
  • November 2021 (34)
  • October 2021 (21)
  • September 2021 (6)
  • August 2021 (5)
  • July 2021 (14)
  • June 2021 (11)
  • May 2021 (9)
  • April 2021 (14)
  • March 2021 (12)
  • February 2021 (18)
  • January 2021 (21)
  • December 2020 (7)
  • November 2020 (9)
  • October 2020 (5)
  • September 2020 (7)
  • August 2020 (1)
  • July 2020 (5)
  • June 2020 (10)
  • May 2020 (7)
  • April 2020 (12)
  • March 2020 (15)
  • February 2020 (5)
  • January 2020 (24)
  • December 2019 (13)
  • November 2019 (10)
  • October 2019 (22)
  • September 2019 (18)
  • January 2016 (9)

@2021 - All Right Reserved.


Back To Top
WiseLancer
  • Home
  • About
  • Marketing
  • Management
  • Business
  • SWOT & PESTLE 
  • Health
  • Travel
  • Romance
  • Cooking & Foods