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Form Vista: 100% Native Forms, Surveys, Quizzes, Checklists, and Assessments

Endless Applications: The 5-star rated Data Collection Solution You Need.

Overview

All-in-one Salesforce-native solution for creating, managing, and analyzing forms and surveys. Effortlessly collect data, integrate with CRM for real-time insights, and act on data to enhance experiences, leveraging dynamic forms and robust security.

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See How Form Vista: 100% Native Forms, Surveys, Quizzes, Checklists, and Assessments Works

  • Enhanced Experiences • Collect, integrate, and understand your data to drive actionable insights and strategic improvements. • Enhance customer, employee, and partner experiences with user-friendly, automated life cycle surveys increasing response rates.

  • Efficiency and Cost Savings • Build forms and surveys in no time, with no code required. • Reusable design templates ensure brand consistency and increase efficiency. • Instantly populate Salesforce with survey and form data, ensuring accuracy and saving

  • Higher Response Rate with No Code Real-Time Data Integration • Automated Real-time bi-directional data mapping for Salesforce records. • Pre-fill and personalize forms and surveys with Salesforce data for higher engagement and improved response rates.

  • Unified Analytics for Better Insights • Comprehensive insights with CRM datasets • AI-powered sentiment analysis for better insights from responses • Multi-language, multi-channel delivery with source tracking insights • Open schema for advanced analytics

  • Trustworthy • Trusted by small nonprofits to large enterprises worldwide. • 100% native, keeping your data safe and secure in Salesforce. • Unequaled uptime & IT-friendly. • 5-star rated on AppExchange. • Meets HIPAA, GDPR, ISO, FedRAMP, and more.

  • Versatile Uses – Customer Experience • Customer Feedback - CSAT, CES, NPS… • Customer Lifecycle – Onboarding, Project Risk… • Customer Support - Issues and Complains tracking… • Assessments – Whistle blower, Third-party, Risk, Healthcare Checklists...

  • Versatile Uses – Employee Experience • Employee Feedback – Engagement & Satisfaction Surveys… • Employee Lifecycle – Onboarding, 360 Feedback, Wellness Exit Forms… • Quizzes - Employee Knowledge Assessment, Candidate Recruitment…

  • Versatile Uses – Sales & Marketing Operations • Landing Pages, Event Registration, Partner Management… • Web to Lead, Sales Qualification, Win/Loss Surveys… • Quizzes - Sales Enablement, Partner Enablement, Customer Engagement, Market Research…

  • Versatile Uses – Non-profits Operations & Engagement • Forms: Donation, Event & Volunteer Registration, Membership & Enrollment, Grants… • Surveys – Donor & Volunteer Feedback, Community Feedback & Interest…

FormVista offers a seamless, Salesforce-native platform for creating and managing forms and surveys. Enhance your data collection and feedback processes with dynamic forms, real-time integration, automated data mapping to Salesforce records, and top-tier security features, all within your Salesforce environment. • Full Salesforce Integration: Compatible with all Standard and Custom Objects, ensuring your forms and surveys are fully integrated with your Salesforce data. • Dynamic and Conditional Forms: Utilize advanced features like conditional logic, dynamic pre-fill, and automated workflows to create engaging and accurate forms, surveys, checklists... • Real-Time Data Sync: Enjoy bi-directional integration with Salesforce for real-time data updates and insights. • Advanced Analytics: Gain deep insights into your data with powerful analytics tools, helping you make informed decisions. • Robust Security: Protect your data with the same level of security and compliance as your Salesforce platform, including adherence to GDPR, HIPAA, FedRAMP, ISO, SOC2, Privacy... • User-Friendly Interface: Build and deploy forms quickly with our intuitive, no-code interface designed for ease of use.

Categories

Business Needs
Marketing
Information Management
Ratings & Reviews
Industries
Horizontal Product
Education
Nonprofit
Personas
Business Operations Manager
Educator
Marketer
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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