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FormCase

Create and manage external case forms with a native Salesforce app

Overview

  • Branded case forms – Control colors and appearance Native Salesforce app Externally hosted forms Secure external case intake

FormCase allows Salesforce users to design and configure external case intake forms, while hosting the forms outside Salesforce for ease of use, performance, and flexibility. No website coding is required. FormCase generates a secure link that can be shared directly with customers via email or other channels. All configuration and management are performed natively within Salesforce, using familiar setup patterns and standard permission controls. Free Edition Limitation: This free version of FormCase supports up to 100 case submissions per Salesforce org. Key benefits • Native Salesforce experience – Setup, configuration, and management are done entirely in Salesforce • Secure external case intake – Uses Salesforce authentication patterns and isolated credentials • Full branding control – Customize form colors and appearance • Externally hosted forms – Share a direct link to the form with customers

Categories

Business Needs
Customer Service
IT & Administration
Industries
Horizontal Product
Personas
Administrator
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code