MobiForm

Highlights

• ✓100% native to Salesforce ✓Fast form creation and instant deployment ✓Works on web and mobile iOS & Android supported ✓Auto-generates Short Code & icon color on form creation ✓Drag-and-drop setup — go live in 2 steps, no developer needed
• ✓Reduce manual entry errors in the field ✓Works offline and syncs when reconnected ✓Perfect for field inspections and compliance audits ✓ Capture data on-site in real time, no signal needed
• ✓Fully customizable fields and form layouts ✓Dynamic forms adaptable to any use case ✓Flexible data structure — no schema limits ✓Map to any Standard or Custom Salesforce Object
• ✓Display up to 2,000 records with ASC/DESC field sorting ✓Auto-search fires when only Internal Filters are configured ✓Internal Filter Values auto-restrict records by territory or role ✓Controlling + Dependent Picklist dropdowns for guided search
• ✓Attach photos, documents, and files from the field ✓Capture digital signatures directly on mobile devices ✓Admin grants or restricts signature/attachment per form ✓Ideal for work orders, inspections, and compliance sign-offs
• ✓Capture leads during marketing campaigns and events ✓Run post-event surveys — all responses write to Salesforce ✓Share any form via public URL — no Salesforce login needed ✓Ideal for nonprofits, healthcare intake, and field registrations
• ✓Capture GPS location with every form entry ✓Add child object sub-forms (Cases, Events, Tasks) inline ✓Create and edit related records without switching screens ✓Result and Add/Edit Fields configurable per related object
• ✓Custom list view configurations per form ✓Field reps search and update CRM records from any device ✓Hospital staff access patient records via purpose-built forms ✓Run compliance audits and inspection checklists on mobile
• ✓System Admin gets access automatically post-install ✓Assign field reps in seconds — no profile editing required ✓Simpler than Youreka — no enterprise setup or dev resources