How to Reduce Manual Admin for Online Applications
- Guided Sky
- Oct 27
- 2 min read
If your business requires people to register, apply, or sign up online, you already know how quickly administrative tasks can pile up. Manually moving files, copying information between systems, or tracking application statuses can eat up valuable time, and in some cases, entire teams end up hired just to handle the workload.
With Salesforce Experience Cloud and Sales Cloud, you can dramatically reduce this manual admin, streamline your online application process, and create a seamless digital experience for your customers and internal teams.
The Challenge
Many organisations rely on web forms or PDFs, or even scanned copies of paper printouts... non of which connect directly with their CRM. That means every new application needs to be manually reviewed, uploaded, and entered into the system. This not only slows down response times but also introduces human error and data inconsistencies, two of the biggest barriers to growth and scalability.
The Solution: Salesforce Experience Cloud + Sales Cloud
Using Salesforce Experience Cloud, we can remove that manual overhead entirely. There are two primary ways to do this:
Login Portals: Give applicants a secure, branded space to submit, track, and manage their applications.
Dynamic Forms: Embed smart, responsive forms directly on your website that connect instantly to Salesforce.
In this example, we’ll focus on embedded dynamic forms, which are included at no extra cost with Sales Cloud Enterprise Edition (subject to feature limits).
How It Works
We design a front-end experience that looks and feels just like your existing website, powered by Experience Cloud. Applicants fill out a form that dynamically adjusts based on their selections, showing only the questions and fields that are relevant to them.
Once submitted, the data flows directly into Sales Cloud, automatically:
Creates new Lead or Opportunity records
Triggers workflow automations to assign tasks or update statuses
Sends personalised confirmation emails to applicants
Notifies your internal team to take next steps
No manual data entry. No file transfers. Just instant, connected processes that save time and eliminate friction.
The Impact
By automating the flow from application to CRM, teams can focus on what really matters—engaging with prospects and delivering great service, not chasing paperwork.
It’s faster, smarter, and completely scalable. Whether you process dozens or thousands of applications a day, the same system works seamlessly to support your growth.
Transform Your Application Process
If your onboarding or application workflows are slowing your team down, now’s the time to modernise with Salesforce Experience Cloud and Sales Cloud.
Need help optimising your applications or onboarding journeys?
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