Salesforce First Forms
By TitanSurveys
- Rating
- 5.0
- Reviews
- 8
- Pricing
- Paid
- Listed since
- 2021
About Salesforce First Forms
Forms That Speak Salesforce
Build dynamic forms connected to Salesforce in real time for lead generation, registration, case intake, surveys, and more.
Start with a prompt in Titan AI Studio to generate a form with fields, structure, and logic, then refine the experience using Titan’s visual builder. Map fields to Salesforce, pre-fill existing data, and create or update records in real time.
Build across standard and custom objects, related objects, lookup fields, junction objects, and complex data relationships. Add conditional logic, file uploads, bulk editing, and custom layouts for desktop, tablet, and mobile.
Publish responsive forms on websites, portals, or documents, with every submission connected to Salesforce. After submission, create records, update fields, route and score leads, create reports, and route submissions into approval flows.
Create secure experiences with 2FA, SSO, access controls, audit trails, and support for HIPAA and GDPR requirements.
Highlights
- Real-Time Salesforce Data: Pre-fill forms with Salesforce data and create or update records in real time.
- AI-Powered Form Creation: Generate dynamic Salesforce-connected forms from a prompt with Titan AI Studio.
- Visual Form Building: Refine fields, layouts, logic, and Salesforce mapping using visual tools.
- Advanced Salesforce Data: Work across standard and custom objects, related objects, lookup fields, junction objects, and complex data relationships.
- Dynamic Conditional Logic: Show the right fields and steps based on Salesforce data or user responses.
- Embedded Salesforce Forms: Publish responsive forms on websites, portals, or documents using script or iFrame.
- Automated Salesforce Actions: Create records, update fields, route and score leads, create reports, and route submissions into approval flows.
- Forms for Every Screen: Create custom experiences for desktop, tablet, and mobile.
- Secure Form Experiences: Support 2FA, SSO, access controls, audit trails, and HIPAA and GDPR requirements.
Screenshots
Pricing
Paid.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Health Cloud
- Requires
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on May 4, 2021
- Industries
- Education
- Financial Services
- Healthcare & Life Sciences
- Languages
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Swedish
- Thai
- Chinese (Taiwan)
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