Feature studies
Nonprofits and organizations often collect critical data through various online forms (applications, onboarding, intake info, etc.), but struggle to integrate this information into Salesforce efficiently. Manual processes, lack of real-time sync, and poor user experience create duplication, data entry errors, and a disjointed workflow. Sensitive data such as SSNs or financials also need to be handled securely while offering users a friendly interface.
Fast Track Digital supports multiple integration methods: using Salesforce-native forms for two-way sync, connecting to third-party form tools via middleware or direct APIs, and even generating PDFs for attachment right to the correct Salesforce record. We also support advanced use cases like forms as secure mini-portals with SMS/email authentication, redacting private fields, and triggering workflows such as data validation or pre-processing.
You gain real-time, secure, and flexible form data collection with full control over presentation and processing. This saves hours of manual work, ensures higher data accuracy, enhances user trust through better UI and privacy handling, and unlocks dynamic workflows right at the point of data capture—ultimately reducing operational bottlenecks and improving customer experiences.
Reach out for a free 30-minute chat and let’s explore the ROI of Salesforce for your business.
