Extend Salesforce Capabilities to Teams In The Field With GoFormz
Digital forms can act as a powerful front-end to your critical business applications and systems of record
With GoFormz, your digital forms can look exactly like your existing documents and can be integrated directly with Salesforce. This constant current of information between GoFormz and Salesforce allows users to input data into the forms they recognize and instantly pipe data into corresponding records. Digital forms pre-populated with Salesforce data can even be dispatched to teams in the field in response to a case created within Salesforce. These capabilities not only accelerate data collection and form completion but also allow your teams to leverage knowledge and information already stored within Salesforce while operating in the field.
Use case example: Streamlined service
Imagine you supervise a service team responsible for installing and repairing equipment within commercial facilities. With paper forms and rigid applications, communicating service needs, like the customer’s location or the equipment needed, is made difficult by the slow, manual nature of traditional paperwork and frequent human error. As information can only be accessed once paperwork has been manually delivered or processed, service teams often arrive at a job site with little or no insight into the scope of a project.
Digital forms are the first step in remedying these issues, allowing your team to work within a digital interface that looks just like the paper forms they have used for years, or even decades. Connecting these GoFormz to Salesforce, your team can effortlessly pass data between its digital forms and Salesforce records. This seamless exchange means a digital form pre-populated with Salesforce data can be dispatched to teams in the field, granting them insight into service needs and scope. Increased insight into service needs allows your teams to arrive better prepared while accelerating form completion and improving data accuracy. Once the form has been filled out and submitted, additional service details captured within the form can be used to instantly update corresponding Salesforce records.
Benefits of leveraging the GoFormz and Salesforce integration in the field
Extending Salesforce capabilities to teams in the field allows users to leverage the wealth of information your operation has already stored within Salesforce. With more informed field teams, your employees can elevate customer service by arriving better prepared, with the resources they need. With forms pre-populated with Salesforce data, less time is needed to complete documentation and there are fewer opportunities for human error. Once the form has been submitted, input data can instantly update corresponding records – streamlining back-office administrative tasks and saving time.
There is so much more you can accomplish with the GoFormz and the Salesforce integration. To learn more about how your operation can leverage the GoFormz and Salesforce integration, check out our Integrations page or read our ‘Integrations for Every Business’ blog.
