3B Forms - Forms, Surveys and Agreements

The Problem Many organizations have data collection needs, and these are often manual and disconnected. This increases admin time transferring data, inconsistent data, time-consuming validation,

Our Solution Leverage the power of 3B Forms to speed up your data collection processes. Our Salesforce-native, drag-and-drop form builder helps ensure data quality, seamless integration, and branded, user-friendly forms.

Drag-and-Drop Builder Easily create forms with 3B's intuitive drag-and-drop form builder, right inside Salesforce. No coding required - just select, place, and configure fields to quickly launch fully functional, branded forms.

Conditional Logic Guide users through complex journeys by showing or hiding fields based on their responses. Ensure the right data is collected at the right time, reducing confusion and improving submission accuracy.

Data Validation Enforce rules that ensure only clean, accurate data enters Salesforce. Validate formats, enforce required fields, and prevent errors - improving the quality of downstream reporting and automation.

AI-Powered File Uploads Allow users to directly upload files and documents. Using natural language prompts, AI extracts key data points from images, populating Salesforce fields to save time and reduce manual entry.

Mobile-First Experience Deliver forms that are responsive by design, ensuring a seamless user experience on desktops, tablets, and mobile devices. Collect complete, accurate data no matter what device your customers use.

Brand Customization Keep forms consistent with your organization’s brand. Customize layouts, colors, and logos so every interaction reflects your company’s identity, building trust and recognition with end users.

100% Salesforce-Native Built entirely on Salesforce, 3B Forms supports standard and custom objects, parent-child relationships, and seamless workflows. Data flows instantly into Salesforce without third-party dependencies