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Electronic & Smart Forms for Salesforce — FlexiForm

By Simploud

Create e‑forms, intake flows & dynamic surveys in minutes.

No Ratings
$25   USD/user/month

Discounts available for nonprofits

Try It
Industries
Consumer Goods
Healthcare & Life Sciences
Manufacturing
Business Need
Sales
Productivity
Customer Service
Requires
None
Compatible With
Sales Cloud
Service Cloud
Health Cloud

Build and launch electronic e‑forms, smart intake flows, and dynamic surveys in minutes. FlexiForm is 100 % Salesforce‑native, enabling customers and OEM partners to design configurable templates and deploy them instantly across any org.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Health Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Additional Requirements
FlexiForm is a fully Salesforce-native solution, leveraging Salesforce’s security and compliance capabilities without relying on external storage or data handling systems.

App Details

Version
FlexiForm/Spring 25 (1.4) 1.4.0
Listed On
05/03/2025
Latest Release
05/03/2025
Supported Features
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
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.
No Limits
Lightning Ready
Agentforce
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 8
App Builder: 6
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/02/2025

Additional Details

Design, deploy, and manage electronic forms, smart e‑forms, and digital intake workflows—100 % natively on Salesforce. Simploud FlexiForm puts a drag‑and‑drop form builder and workflow automation engine at your fingertips, so teams can capture data, trigger approvals, and update any object without code. Built for customers and OEM partners alike, FlexiForm scales from quick surveys to complex, compliant processes in life sciences, manufacturing, financial services, and beyond. Create reusable templates, embed dynamic logic, and surface forms in Experience Cloud, Service Console, or mobile—all while keeping data inside your Salesforce org for real‑time reporting, security, and governance. Whether you need patient intake forms, vendor onboarding, field service checklists, or audit‑ready quality records, FlexiForm accelerates productivity, boosts accuracy, and simplifies compliance. Optimize data capture and workflow automation today—with FlexiForm, your Salesforce‑native solution for dynamic forms and e‑form workflows.

Need help?

Simploud

Tel Aviv, Israel

Simploud provides comprehensive support for FlexiForm, including troubleshooting, updates, and technical assistance. Our team is available via email at success@simploud.com to address any issues or questions.

Support Phone+972548083167
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