This is following my previous posting about which tools should we evaluate. What we'd like to get from the community now is what criteria should we evaluate those tools on? What will the points of comparison be? I've started a list here but please add your ideas in the comments or call out anything you don't feel would fit well.
SALESFORCE INTEGRATION
- Can it write to more than one object at a time?
- Can existing records be updated?
- Configurable matching criteria for updating records
- Can data relationships be built (i.e. insert an account, then associate a new contact with the new account)?
- Complex mapping logic (such as IF statements, AND/OR, value/label options, etc)
- Can set form values through formulas
- Clearly identifies Salesforce required fields during the mapping process
- Supports file attachments
- Can map one data type to another (such as mapping a drop-down menu to a text field in Salesforce)
- Can login to either production or sandbox
- Ability to create user accounts within the form tool (like the Soapbox User Accounts)
- Can retrieve / display information from Salesforce
- Can map to custom objects
- Can map to deeper standard objects like Opportunity Contact Roles, Tasks & Events, Assets, Opportunity Line Items, etc
- Can set the record type for an object
- Can set error behavior (fail with error message, silently fail, etc)
FORM FUNCTIONALITY
- Repeatable Sections (such as 'click to add another registrant')
- Can change the layout of the forms (multiple columns, fieldsets, styling, etc)
- Can save a draft of a form submission
- Can add blocks of descriptive text along with form fields
- Configurable form validation
- Conditional form logic (only show me field B if field A is true)
- Multi-page forms
- Forms can be "pre-filled" through URL parameters
- Forms can be published and hidden on a schedule
- Supports hidden fields
- Supports multi-select fields
- Supports more advanced field types like the Likert scale
OTHER FEATURES
- Can view a log of activity (such as successful submissions, failures, etc)
- Can view and download submitted form data
- Forms can be embedded on webpages
- CMS plug-ins are available
- System tracks version history and you can revert to older versions
- Email confirmation messages can be sent to the form submitter and the admin of the form tool
@Consumer Reports
@System Administrators
@Nonprofit Salesforce Developers
Thought you had missed URL parameters, but nope you caught it... :)
- Resubmit failed forms
- Publishing options: server side script vs iFrame vs snippet
- Can apply a CSS Style
- Can apply Java Logic
- Can re-use Salesforce id's of a record that has just been created (ie. creates a contact, then creates a campaign member for that contact)
- Can return a filtered list of records and return as a picklist val (ie. on an event form looks for active campaigns and pushes to a picklist- and truthfully I'm not sure that anything besides a Flow can do this... )
