Are you wondering how to best use Salesforce and Experience Cloud to allow constituents to upload files and attachments? Are you seeking a simple solution that can be quickly configured without requiring exhaustive technical skills and resources?
At Enrollment Rx we are often asked by colleges and universities how they can use Salesforce and Experience Cloud to allow constituents such as prospective students, recommenders, parents, employers, etc. to upload files and attachments into the CRM system.
In developing our strategy to support these requirements, Enrollment Rx always focuses on ease-of-use and speed-to-delivery. We insist on solutions that can be administered and maintained by regular humans, not just the advanced technical type.
In this video, Mark Farrell, Implementation Consultant, and Lawrence Levy, President of Enrollment Rx, talk about how Salesforce organizations can configure Experience Cloud with FormBuilder Rx to rapidly create personalized user experiences that allow external constituents to upload files and attachments into Salesforce.
Please visit FormBuilder Rx on the Salesforce AppExchange and contact us for more information or to schedule a live product demo.