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Salesforce forms

Discover the secrets of using 123FormBuilder for Salesforce to optimize and automate support, sales, and marketing teams for partners and customers.

  • What is Salesforce DKIM, and How Do You Set It Up?

    Ready to improve your Salesforce email deliverability? This guide will walk you through setting up DKIM in Salesforce, helping your emails land ...

  • Display Salesforce Images in Your Forms

    Are you looking to display images from Salesforce on your forms? This short article provides a clear, step-by-step approach to help you efficien...

  • 9 Salesforce Hacks to Improve Your Quality of Life as a User

    Salesforce is a powerful CRM platform, but its sheer range of features can be overwhelming. It has revolutionized how businesses manage database...

  • Guide to Ensuring Salesforce Form Security

    Data security is critical for businesses, especially when handling sensitive information through Salesforce forms. This guide covers key practic...

  • 5 Tips for Streamlining Salesforce Donation Management

    Managing donations in Salesforce can feel tricky, especially for non-profits that need to accurately track contributions. But you can make the p...

  • Salesforce Basics: Improve Your Business Workflow

    Looking to improve your business processes with Salesforce? You're in the right place! In this short article, I’ll walk you through the essentia...

  • How to create Salesforce custom address fields

    As a Salesforce user, you understand the platform’s flexibility. To fully utilize this capability, it’s essential to learn how to create Salesfo...

  • Optimize Salesforce Data with 123FormBuilder for SMBs

    Looking to optimize your Salesforce data management as a small or medium-sized business? Consider trying 123FormBuilder. This user-friendly plat...

  • Join 123FormBuilder at Salesforce World Tour London on June 6th! 

    We are thrilled to announce that 123FormBuilder will be present at the Salesforce World Tour in London on June 6th! This event is a fantastic op...

  • Vita Group Enhances Efficiency with 123FormBuilder

    Vita Group, specialists in urban living,  use 123FormBuilder to help streamline its external processes where accurate data collection is importa...

  • How to create Salesforce Attachment objects

    In Salesforce, you can perform various actions such as uploading, hosting, searching, accessing, downloading, and deleting files using the Notes...

  • How to Send File Uploads to Salesforce

    Managing and sharing documents from customers or partners directly within Salesforce records can be essential for collaboration and organization...

  • How to capture leads in Salesforce

    Business growth hinges on effectively attracting new customers and deepening connections with current ones, with Salesforce lead capture playing...

  • How to collect purchase orders in Salesforce

    Efficient order management is crucial for any business, and Salesforce offers robust tools to optimize the process. One such capability is the a...