From Manual Data Entry to Real-Time Salesforce Automation — One Form Integration That Changed Everything

We mapped every existing form submission workflow against the Salesforce data model — identifying which fields needed to write to which objects, and where the current process was introducing errors or delays. We documented conditional logic requirements for Lead versus Contact routing before writing a single line of configuration.

We configured the FormTitan forms with all required fields, conditional display logic, and validation constraints. We then mapped every form field directly to the corresponding Salesforce object field using the FormTitan Salesforce Connector, including conditional mapping rules that route submissions to Leads or Contacts based on submission type.

We replaced manual triage with Salesforce Flow automations that trigger on record creation, routing new submissions to the correct owner and sending confirmation emails without any admin intervention. We built custom Apex logic to handle duplicate detection, matching incoming submissions against existing records before allowing new Lead or Contact creation.

We ran end-to-end submission tests across all three object types — Lead, Contact, and Case — validating that every field mapped correctly, duplicate logic fired as expected, and all automated notifications delivered. We tested edge cases including partial submissions, invalid inputs, and re-submissions from existing records.

We built Salesforce reports and dashboards tracking form submission volume, Lead conversion rates, Case resolution timelines, and form activity by type. We handed over full admin documentation so the client's Salesforce team could independently add new forms, update field mappings, and modify automation logic without returning to us.