Struggling to collect fully completed forms? Seeing poor form conversion? With Save for Later, you empower your users to save their progress on a form and return to it whenever they like on standard Salesforce forms as well as Experience (Community) Cloud Forms. No more pressure to complete everything in one go.
The best part? You don't need to be a tech whiz to implement this game-changing feature. It's as simple as checking a box! Say goodbye to complex setups and hello to streamlined data collection.
Want to keep a close eye on those partially saved submissions? With Save for Later, you'll have a bird's-eye view into submissions that aren't yet complete. This insight is pure gold—it lets you identify who might need extra support and helps you track progress for all respondents effortlessly.
Step 1: Brainstorm your form and process flow! Always begin with the end in mind.
Step 2: Decide if you want an Experience (Community) Form or standard, if you want Experience (Community) Forms - make sure you’re on our NativeCloud plan
Step 3: Enable Save for Later on your Form settings and customize your form.
Step 4: Publish your form!
Learn more about how to do this with standard Forms for Salesforce forms and Experience (Community) Forms.