Does anyone know of any apps that you can run with Salesforce that automatically populate data from customers into set fields (contact name, address, etc.)? We spend a ton of time doing this and are moving to a system where customers fill out forms on our website --- would be nice to configure this directly with SF.
Thanks,
Bobby
3 个回答
You could use web to lead forms if they are coming in as lead or you could look into setting up commuinities which give customers access their information.
