Forms Made Easy

Highlights

• AI✦ assisted form creation: Generate complete form templates, formulas, and conditional rules from plain-language descriptions using AI, speeding up setup and field configuration.
• Smart Salesforce data mapping: Map Salesforce forms precisely to standard and custom objects with formula fields and field mapping. Ensure clean, accurate data capture with controlled field-level control.
• No-code form builder: Create Salesforce forms with a no-code, drag-and-drop builder. Apply pre-built themes, custom branding, and multi-page layouts without developer dependency.
• Secure external data collection: Share Salesforce forms with customers and partners without Salesforce licenses. Collect data securely via links, email, or embeds, protected with CAPTCHA.
• Conditional logic & form rules: Apply up to three rules per form to show, hide, or validate fields based on user input, improving data quality and accuracy.
• Dynamic prefilled Salesforce forms: Automatically prefill forms with Salesforce data to reduce manual entry, improve accuracy, and increase completion rates for updates and follow-ups.
• Multi-object forms & smart upsert: Capture data for multiple related Salesforce objects in one submission, with automatic parent-child linking and duplicate prevention via smart upsert
• Responsive & brand-customizable forms: Deliver fully responsive Salesforce forms with custom themes, logos, and CSS branding across desktop and mobile devices.
• Secure payment collection: Securely collect online payments directly through a form via an integrated payment gateway, with transactions linked to the submitted form data.