The Salesforce Order Form Template by WPForms allows businesses to create an order form that integrates with a Salesforce account to automatically add subscribers to a mailing list upon placing an order.
How Does the Salesforce Order Form Template Work?
The Salesforce Order Form Template requires the WPForms Pro License and the Salesforce Addon to connect your form to a Salesforce account to collect user information automatically. Fields include:
- Order Details: Help customers browse/select products and specify quantities.
- Customer Name: Captures the customer’s full name for a personal touch.
- Email Address: Gathers the customer’s email for sending order confirmations and updates.
- Phone Number: Ensures you have a direct line to the customer for any immediate queries.
- Shipping Address: Collects the location where the customer wishes to receive their goods
- Confirmation: For customers to review and confirm their order before submission.
- Total Amount: Automatically calculates the total cost of the selected products.
- Payment Information: Integrates a secure Stripe field for safe payment transactions.
Sign up with WPForms today and access the Salesforce Order Form Template for businesses, entrepreneurs, and online retailers looking to improve their order process, while adding customers to mailing lists.