Create registration forms with Jotform for Salesforce

Jotform makes it easy to streamline data collection, making sure it’s done uniformly and that data is stored properly in Salesforce. Once you build a custom registration form, you can start collecting responses instantly. Not only will they be stored in your Jotform Inbox and in Jotform Tables, but they’ll also auto-populate Salesforce objects to create new leads. Inputting data from a third-party form software app would take hours, but now that process is instant with Jotform for Salesforce.

You sure can! With Jotform, your registrants won’t have to speak with a live person to register for your conferences, events, or programs. Direct them to an online form via email, link, or social media post. They can provide you with their signup information, event preferences, and more — and they can even pay directly from the form with one of our 30+ payment integrations. Gather hundreds or even thousands of registrations with minimal staff time thanks to Jotform’s self-registration forms.

Yes — if you want your customers to get an instant reply after registering, you can set up an Autoresponder. Customize a message to send them once their registration is complete. When a respondent replies to an autoresponder email, the message will be sent to your email address.

The Jotform Form Builder automatically creates an autoresponder email when you add an Email element to your form. Go to the Settings tab, select Emails in the left menu, and create or edit an Autoresponder. When you’re finished customizing your email, you’ll be ready to go.

Creating Salesforce registration forms in AppExchange is a breeze once you install Jotform. Open AppExchange, search for Jotform in the search bar, click Get It Now, and then follow the setup instructions. You can choose whether to install the app for Admins Only, for All Users, or for Specific Profiles.

Once you’re done, open the app by clicking on the App Launcher icon and searching for Jotform. Create your free Jotform account or log into your existing account and follow the instructions to finish setting up the app.

Registering students for classes used to be a pain. Now it’s easier than ever with Jotform’s free course registration forms.

Customize one of our templates to collect information about student class preferences and availability. You can even accept class fees directly through your form. Plus, if you need to collect medical information, you can upgrade to an appropriate plan to make your forms HIPAA friendly. Submissions will be sent to your secure Jotform account, which you can view from any device.

Many industries can use Salesforce class registration forms, including educational institutions, training centers, online learning platforms, professional training providers, and more. If you’re a private tutor or you work at an after-school program, you can customize these forms to fit your needs as well.

There is a wide range of use cases for Salesforce event registration forms. You can collect registrations for everything from webinars and networking events to trade shows and charity events. If you’re putting on a conference, you’ll be able to gather thousands of registrations with ease and store customer information securely in your Salesforce account. These forms can also be used for smaller events, such as local meetups or work happy hours.

Jotform’s biggest priority is keeping your data secure. With a 256-bit SSL connection, encryption, PCI certification, and compliance with GDPR and CCPA, we’ve got you covered. You can also opt for HIPAA features if you need to protect sensitive patient health information.