Salesforce Optimizely Forms: Validation before is too late

It is all about data, right?

You work for a company that wants good data about their customers. Nothing new.
Marketing teams use website forms to collect this data, and sales teams need it in Salesforce. Making these systems work together is often difficult and creates many problems for your team.

What was going wrong?

With my client, we kept running into the same issue. Team members would message me saying, "Bogdan, our form isn't sending data to Salesforce." This wasn't happening once or twice - it was happening regularly.

After looking into these problems, I found something interesting: 90% of the issues weren't technical failures. They were simple human mistakes during form setup. This was costing us time and money.

Be in front of bugs

I wanted to stop these issues before they happened. I worked with our Salesforce expert and found that Salesforce could tell us exactly what data it needs. This was the key to our solution.

We built a new system that:

1. Automatically checks what data Salesforce needs
2. Creates rules for different markets
3. Puts all settings in one place
4. Checks forms for mistakes before they go live
   

And what is all this about?

The change was dramatic. Now, when someone creates a form:

• They see immediate warnings if something is wrong
• They know exactly what data Salesforce needs
• They can fix problems before they affect the business

This means:

• Less time spent fixing problems
• Fewer errors in customer data
• Happier marketing and sales teams
• Better use of both Salesforce and Optimizely
  

Make it working

If your company uses Salesforce and Optimizely, you probably face similar challenges. Your marketing team needs to collect data. Your sales team needs that data in Salesforce. And your technical team needs to make it all work smoothly.

Who am I?

I'm Bogdan, and I help businesses solve these kinds of technical challenges. When companies implement solutions like this, they often tell me: "This is exactly what we needed."