Smart Validation for Salesforce

Last updated Oct 18 2019

Smart Validation  - additional security for your form

The SmartV (short for smart validation) is a special element that adds a double verification to your form based on data from SF.
It is much like the 2FA (Two Factor Authentication). 

How does Smart Validation work?
When you use the SmartV,  a Login window will essentially be create based on the fields you will choose.
The form fillers will not be able to access your form. Access will only be granted after 2 steps:
First step
The authentication window will appear and the form filler will need to provide their details (e.g. email, first name, last name etc). Then upon confirmation, Formtitan will validate the provided data against Salesforce. Once a match is found, Formtitan sends a two-factor authentication code to the user, this code can be sent via email or text.


Second step
In the second step the form fillers will need to enter the code in the authentication window.
Once all data is confirmed the form will be accessible.

How to add the Smart V to your form
For detailed instructions 
1- How to add the Smart V to your form
2- How to customize your Smart V (Captions, Emails, Session length)
3- How to add a Header and Footer to the Smart V

Read all about the Salesforce form builder

 
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