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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:
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:
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:
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:
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:
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:
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:
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:
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.
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.
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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.