Blog

How to Keep Your Salesforce Data Clean with Forms

Blog

How to Keep Your Salesforce Data Clean with Forms

Blog

How to Keep Your Salesforce Data Clean with Forms

Blog

How to Keep Your Salesforce Data Clean with Forms

Blog

How to Keep Your Salesforce Data Clean with Forms

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Blog

How to Keep Your Salesforce Data Clean with Forms

Abby Nieten
/
November 9, 2017
Blog

How to Keep Your Salesforce Data Clean with Forms

MIN
/
November 9, 2017
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If you’ve spent a good amount of time in Salesforce, you’ve probably run into your fair share of disorganized, inaccurate data. Keeping Salesforce data updated and free of duplicates is a common challenge for Salesforce admins. But it’s absolutely necessary if you want your team to be productive and get the most out of Salesforce. A number of apps and native Salesforce features—such as duplicate and matching rules—can help with data cleanup. But there are also easy and effective ways to keep your Salesforce data clean with online forms. If you’re looking for some quick wins with Salesforce data cleanup, here are two:

#1: Send out Stay-in-Touch Forms

There’s no easier way to update your contacts’ information than your contacts doing it for you. And online forms make this possible. All you have to do is send out a stay-in-touch or customer update form that gives contacts a chance to update their information. With Formstack's native Salesforce app, this process can be automated to keep your data accurate. Two features come into play:

  1. Auto-generated links: If you want your customer update form to go out automatically every few months, you can set up auto-generated links. The auto-generate prefill links option generates dynamically prefilled form links that are automatically distributed to contacts. And once these links are generated, they can be used in workflow rules, triggers, and more.
  2. Prefilled forms: To make the contact update process even smoother, you can pull existing Salesforce record data into your forms by enabling Dynamic Prefill. With dynamically prefilled forms, contacts can simply review the existing information, make any necessary updates, and submit.
Formstack for Salesforce - Auto Prefill Links

#2: Enable Updates to Existing Records Upon Form Submission

Duplicate Salesforce records can be a headache to manage—not to mention a productivity killer for your sales team. To keep duplicates at bay, you can equip your online forms with the ability to update existing records rather than create duplicates. With our Salesforce app's Upsert feature, existing Salesforce records are updated upon form submission if matching data is found. You can select certain fields on your form to serve as unique identifying fields (note: an email address field works great for this), and Salesforce will use those field values to look for existing records before creating new records.

Formstack's Salesforce app is the #1 native form builder for Salesforce. If you’re looking for simple ways to keep your Salesforce data clean, we can help. Click here to learn more about our Salesforce web form builder.

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How to Keep Your Salesforce Data Clean with Forms

Blog

How to Keep Your Salesforce Data Clean with Forms

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If you’ve spent a good amount of time in Salesforce, you’ve probably run into your fair share of disorganized, inaccurate data. Keeping Salesforce data updated and free of duplicates is a common challenge for Salesforce admins. But it’s absolutely necessary if you want your team to be productive and get the most out of Salesforce. A number of apps and native Salesforce features—such as duplicate and matching rules—can help with data cleanup. But there are also easy and effective ways to keep your Salesforce data clean with online forms. If you’re looking for some quick wins with Salesforce data cleanup, here are two:

#1: Send out Stay-in-Touch Forms

There’s no easier way to update your contacts’ information than your contacts doing it for you. And online forms make this possible. All you have to do is send out a stay-in-touch or customer update form that gives contacts a chance to update their information. With Formstack's native Salesforce app, this process can be automated to keep your data accurate. Two features come into play:

  1. Auto-generated links: If you want your customer update form to go out automatically every few months, you can set up auto-generated links. The auto-generate prefill links option generates dynamically prefilled form links that are automatically distributed to contacts. And once these links are generated, they can be used in workflow rules, triggers, and more.
  2. Prefilled forms: To make the contact update process even smoother, you can pull existing Salesforce record data into your forms by enabling Dynamic Prefill. With dynamically prefilled forms, contacts can simply review the existing information, make any necessary updates, and submit.
Formstack for Salesforce - Auto Prefill Links

#2: Enable Updates to Existing Records Upon Form Submission

Duplicate Salesforce records can be a headache to manage—not to mention a productivity killer for your sales team. To keep duplicates at bay, you can equip your online forms with the ability to update existing records rather than create duplicates. With our Salesforce app's Upsert feature, existing Salesforce records are updated upon form submission if matching data is found. You can select certain fields on your form to serve as unique identifying fields (note: an email address field works great for this), and Salesforce will use those field values to look for existing records before creating new records.

Formstack's Salesforce app is the #1 native form builder for Salesforce. If you’re looking for simple ways to keep your Salesforce data clean, we can help. Click here to learn more about our Salesforce web form builder.

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How to Keep Your Salesforce Data Clean with Forms

Discover how online forms can help you keep Salesforce data clean with features that automatically send out a customer update form or update existing records.
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If you’ve spent a good amount of time in Salesforce, you’ve probably run into your fair share of disorganized, inaccurate data. Keeping Salesforce data updated and free of duplicates is a common challenge for Salesforce admins. But it’s absolutely necessary if you want your team to be productive and get the most out of Salesforce. A number of apps and native Salesforce features—such as duplicate and matching rules—can help with data cleanup. But there are also easy and effective ways to keep your Salesforce data clean with online forms. If you’re looking for some quick wins with Salesforce data cleanup, here are two:

#1: Send out Stay-in-Touch Forms

There’s no easier way to update your contacts’ information than your contacts doing it for you. And online forms make this possible. All you have to do is send out a stay-in-touch or customer update form that gives contacts a chance to update their information. With Formstack's native Salesforce app, this process can be automated to keep your data accurate. Two features come into play:

  1. Auto-generated links: If you want your customer update form to go out automatically every few months, you can set up auto-generated links. The auto-generate prefill links option generates dynamically prefilled form links that are automatically distributed to contacts. And once these links are generated, they can be used in workflow rules, triggers, and more.
  2. Prefilled forms: To make the contact update process even smoother, you can pull existing Salesforce record data into your forms by enabling Dynamic Prefill. With dynamically prefilled forms, contacts can simply review the existing information, make any necessary updates, and submit.
Formstack for Salesforce - Auto Prefill Links

#2: Enable Updates to Existing Records Upon Form Submission

Duplicate Salesforce records can be a headache to manage—not to mention a productivity killer for your sales team. To keep duplicates at bay, you can equip your online forms with the ability to update existing records rather than create duplicates. With our Salesforce app's Upsert feature, existing Salesforce records are updated upon form submission if matching data is found. You can select certain fields on your form to serve as unique identifying fields (note: an email address field works great for this), and Salesforce will use those field values to look for existing records before creating new records.

Formstack's Salesforce app is the #1 native form builder for Salesforce. If you’re looking for simple ways to keep your Salesforce data clean, we can help. Click here to learn more about our Salesforce web form builder.

If you’ve spent a good amount of time in Salesforce, you’ve probably run into your fair share of disorganized, inaccurate data. Keeping Salesforce data updated and free of duplicates is a common challenge for Salesforce admins. But it’s absolutely necessary if you want your team to be productive and get the most out of Salesforce. A number of apps and native Salesforce features—such as duplicate and matching rules—can help with data cleanup. But there are also easy and effective ways to keep your Salesforce data clean with online forms. If you’re looking for some quick wins with Salesforce data cleanup, here are two:

#1: Send out Stay-in-Touch Forms

There’s no easier way to update your contacts’ information than your contacts doing it for you. And online forms make this possible. All you have to do is send out a stay-in-touch or customer update form that gives contacts a chance to update their information. With Formstack's native Salesforce app, this process can be automated to keep your data accurate. Two features come into play:

  1. Auto-generated links: If you want your customer update form to go out automatically every few months, you can set up auto-generated links. The auto-generate prefill links option generates dynamically prefilled form links that are automatically distributed to contacts. And once these links are generated, they can be used in workflow rules, triggers, and more.
  2. Prefilled forms: To make the contact update process even smoother, you can pull existing Salesforce record data into your forms by enabling Dynamic Prefill. With dynamically prefilled forms, contacts can simply review the existing information, make any necessary updates, and submit.
Formstack for Salesforce - Auto Prefill Links

#2: Enable Updates to Existing Records Upon Form Submission

Duplicate Salesforce records can be a headache to manage—not to mention a productivity killer for your sales team. To keep duplicates at bay, you can equip your online forms with the ability to update existing records rather than create duplicates. With our Salesforce app's Upsert feature, existing Salesforce records are updated upon form submission if matching data is found. You can select certain fields on your form to serve as unique identifying fields (note: an email address field works great for this), and Salesforce will use those field values to look for existing records before creating new records.

Formstack's Salesforce app is the #1 native form builder for Salesforce. If you’re looking for simple ways to keep your Salesforce data clean, we can help. Click here to learn more about our Salesforce web form builder.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
Currencies
11
2
23
140
25
23
25
135+
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

If you’ve spent a good amount of time in Salesforce, you’ve probably run into your fair share of disorganized, inaccurate data. Keeping Salesforce data updated and free of duplicates is a common challenge for Salesforce admins. But it’s absolutely necessary if you want your team to be productive and get the most out of Salesforce. A number of apps and native Salesforce features—such as duplicate and matching rules—can help with data cleanup. But there are also easy and effective ways to keep your Salesforce data clean with online forms. If you’re looking for some quick wins with Salesforce data cleanup, here are two:

#1: Send out Stay-in-Touch Forms

There’s no easier way to update your contacts’ information than your contacts doing it for you. And online forms make this possible. All you have to do is send out a stay-in-touch or customer update form that gives contacts a chance to update their information. With Formstack's native Salesforce app, this process can be automated to keep your data accurate. Two features come into play:

  1. Auto-generated links: If you want your customer update form to go out automatically every few months, you can set up auto-generated links. The auto-generate prefill links option generates dynamically prefilled form links that are automatically distributed to contacts. And once these links are generated, they can be used in workflow rules, triggers, and more.
  2. Prefilled forms: To make the contact update process even smoother, you can pull existing Salesforce record data into your forms by enabling Dynamic Prefill. With dynamically prefilled forms, contacts can simply review the existing information, make any necessary updates, and submit.
Formstack for Salesforce - Auto Prefill Links

#2: Enable Updates to Existing Records Upon Form Submission

Duplicate Salesforce records can be a headache to manage—not to mention a productivity killer for your sales team. To keep duplicates at bay, you can equip your online forms with the ability to update existing records rather than create duplicates. With our Salesforce app's Upsert feature, existing Salesforce records are updated upon form submission if matching data is found. You can select certain fields on your form to serve as unique identifying fields (note: an email address field works great for this), and Salesforce will use those field values to look for existing records before creating new records.

Formstack's Salesforce app is the #1 native form builder for Salesforce. If you’re looking for simple ways to keep your Salesforce data clean, we can help. Click here to learn more about our Salesforce web form builder.

If you’ve spent a good amount of time in Salesforce, you’ve probably run into your fair share of disorganized, inaccurate data. Keeping Salesforce data updated and free of duplicates is a common challenge for Salesforce admins. But it’s absolutely necessary if you want your team to be productive and get the most out of Salesforce. A number of apps and native Salesforce features—such as duplicate and matching rules—can help with data cleanup. But there are also easy and effective ways to keep your Salesforce data clean with online forms. If you’re looking for some quick wins with Salesforce data cleanup, here are two:

#1: Send out Stay-in-Touch Forms

There’s no easier way to update your contacts’ information than your contacts doing it for you. And online forms make this possible. All you have to do is send out a stay-in-touch or customer update form that gives contacts a chance to update their information. With Formstack's native Salesforce app, this process can be automated to keep your data accurate. Two features come into play:

  1. Auto-generated links: If you want your customer update form to go out automatically every few months, you can set up auto-generated links. The auto-generate prefill links option generates dynamically prefilled form links that are automatically distributed to contacts. And once these links are generated, they can be used in workflow rules, triggers, and more.
  2. Prefilled forms: To make the contact update process even smoother, you can pull existing Salesforce record data into your forms by enabling Dynamic Prefill. With dynamically prefilled forms, contacts can simply review the existing information, make any necessary updates, and submit.
Formstack for Salesforce - Auto Prefill Links

#2: Enable Updates to Existing Records Upon Form Submission

Duplicate Salesforce records can be a headache to manage—not to mention a productivity killer for your sales team. To keep duplicates at bay, you can equip your online forms with the ability to update existing records rather than create duplicates. With our Salesforce app's Upsert feature, existing Salesforce records are updated upon form submission if matching data is found. You can select certain fields on your form to serve as unique identifying fields (note: an email address field works great for this), and Salesforce will use those field values to look for existing records before creating new records.

Formstack's Salesforce app is the #1 native form builder for Salesforce. If you’re looking for simple ways to keep your Salesforce data clean, we can help. Click here to learn more about our Salesforce web form builder.

If you’ve spent a good amount of time in Salesforce, you’ve probably run into your fair share of disorganized, inaccurate data. Keeping Salesforce data updated and free of duplicates is a common challenge for Salesforce admins. But it’s absolutely necessary if you want your team to be productive and get the most out of Salesforce. A number of apps and native Salesforce features—such as duplicate and matching rules—can help with data cleanup. But there are also easy and effective ways to keep your Salesforce data clean with online forms. If you’re looking for some quick wins with Salesforce data cleanup, here are two:

#1: Send out Stay-in-Touch Forms

There’s no easier way to update your contacts’ information than your contacts doing it for you. And online forms make this possible. All you have to do is send out a stay-in-touch or customer update form that gives contacts a chance to update their information. With Formstack's native Salesforce app, this process can be automated to keep your data accurate. Two features come into play:

  1. Auto-generated links: If you want your customer update form to go out automatically every few months, you can set up auto-generated links. The auto-generate prefill links option generates dynamically prefilled form links that are automatically distributed to contacts. And once these links are generated, they can be used in workflow rules, triggers, and more.
  2. Prefilled forms: To make the contact update process even smoother, you can pull existing Salesforce record data into your forms by enabling Dynamic Prefill. With dynamically prefilled forms, contacts can simply review the existing information, make any necessary updates, and submit.
Formstack for Salesforce - Auto Prefill Links

#2: Enable Updates to Existing Records Upon Form Submission

Duplicate Salesforce records can be a headache to manage—not to mention a productivity killer for your sales team. To keep duplicates at bay, you can equip your online forms with the ability to update existing records rather than create duplicates. With our Salesforce app's Upsert feature, existing Salesforce records are updated upon form submission if matching data is found. You can select certain fields on your form to serve as unique identifying fields (note: an email address field works great for this), and Salesforce will use those field values to look for existing records before creating new records.

Formstack's Salesforce app is the #1 native form builder for Salesforce. If you’re looking for simple ways to keep your Salesforce data clean, we can help. Click here to learn more about our Salesforce web form builder.

If you’ve spent a good amount of time in Salesforce, you’ve probably run into your fair share of disorganized, inaccurate data. Keeping Salesforce data updated and free of duplicates is a common challenge for Salesforce admins. But it’s absolutely necessary if you want your team to be productive and get the most out of Salesforce. A number of apps and native Salesforce features—such as duplicate and matching rules—can help with data cleanup. But there are also easy and effective ways to keep your Salesforce data clean with online forms. If you’re looking for some quick wins with Salesforce data cleanup, here are two:

#1: Send out Stay-in-Touch Forms

There’s no easier way to update your contacts’ information than your contacts doing it for you. And online forms make this possible. All you have to do is send out a stay-in-touch or customer update form that gives contacts a chance to update their information. With Formstack's native Salesforce app, this process can be automated to keep your data accurate. Two features come into play:

  1. Auto-generated links: If you want your customer update form to go out automatically every few months, you can set up auto-generated links. The auto-generate prefill links option generates dynamically prefilled form links that are automatically distributed to contacts. And once these links are generated, they can be used in workflow rules, triggers, and more.
  2. Prefilled forms: To make the contact update process even smoother, you can pull existing Salesforce record data into your forms by enabling Dynamic Prefill. With dynamically prefilled forms, contacts can simply review the existing information, make any necessary updates, and submit.
Formstack for Salesforce - Auto Prefill Links

#2: Enable Updates to Existing Records Upon Form Submission

Duplicate Salesforce records can be a headache to manage—not to mention a productivity killer for your sales team. To keep duplicates at bay, you can equip your online forms with the ability to update existing records rather than create duplicates. With our Salesforce app's Upsert feature, existing Salesforce records are updated upon form submission if matching data is found. You can select certain fields on your form to serve as unique identifying fields (note: an email address field works great for this), and Salesforce will use those field values to look for existing records before creating new records.

Formstack's Salesforce app is the #1 native form builder for Salesforce. If you’re looking for simple ways to keep your Salesforce data clean, we can help. Click here to learn more about our Salesforce web form builder.

If you’ve spent a good amount of time in Salesforce, you’ve probably run into your fair share of disorganized, inaccurate data. Keeping Salesforce data updated and free of duplicates is a common challenge for Salesforce admins. But it’s absolutely necessary if you want your team to be productive and get the most out of Salesforce. A number of apps and native Salesforce features—such as duplicate and matching rules—can help with data cleanup. But there are also easy and effective ways to keep your Salesforce data clean with online forms. If you’re looking for some quick wins with Salesforce data cleanup, here are two:

#1: Send out Stay-in-Touch Forms

There’s no easier way to update your contacts’ information than your contacts doing it for you. And online forms make this possible. All you have to do is send out a stay-in-touch or customer update form that gives contacts a chance to update their information. With Formstack's native Salesforce app, this process can be automated to keep your data accurate. Two features come into play:

  1. Auto-generated links: If you want your customer update form to go out automatically every few months, you can set up auto-generated links. The auto-generate prefill links option generates dynamically prefilled form links that are automatically distributed to contacts. And once these links are generated, they can be used in workflow rules, triggers, and more.
  2. Prefilled forms: To make the contact update process even smoother, you can pull existing Salesforce record data into your forms by enabling Dynamic Prefill. With dynamically prefilled forms, contacts can simply review the existing information, make any necessary updates, and submit.
Formstack for Salesforce - Auto Prefill Links

#2: Enable Updates to Existing Records Upon Form Submission

Duplicate Salesforce records can be a headache to manage—not to mention a productivity killer for your sales team. To keep duplicates at bay, you can equip your online forms with the ability to update existing records rather than create duplicates. With our Salesforce app's Upsert feature, existing Salesforce records are updated upon form submission if matching data is found. You can select certain fields on your form to serve as unique identifying fields (note: an email address field works great for this), and Salesforce will use those field values to look for existing records before creating new records.

Formstack's Salesforce app is the #1 native form builder for Salesforce. If you’re looking for simple ways to keep your Salesforce data clean, we can help. Click here to learn more about our Salesforce web form builder.

Abby Nieten
As Senior Manager, Content Strategy, Abby leads an amazing team of marketing content creators toward a shared content vision. She's been growing with Formstack since 2015 and spent several years as a professional editor before that.
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.