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Smart Forms & Surveys (native)

Build native public web forms that create Salesforce records.

Overview

  • Drag-and-drop form and survey builder, no code 100% native: no external callouts or third-party services Public forms on Salesforce Sites for anonymous visitors Creates or updates any standard or custom object records

Smart Forms & Surveys lets admins build public web forms and surveys on Salesforce Sites, with submissions creating or updating records directly in your org. Everything runs natively on the Salesforce platform. There are no external callouts, no OAuth tokens, and no third-party servers, so your data never leaves Salesforce. How it works - Design forms in a drag-and-drop builder, with no code required. - Publish a form to a Salesforce Site and share its public link. - Anonymous visitors submit responses, and records are created or updated in your org. - Guest access runs through a dedicated least-privilege permission set. Built with security in mind - Respects object and field-level security on guest submissions. - Runs in user mode with sharing enforced. - Fully native, so there is no external data transfer. Use it for lead capture, event registration, surveys, feedback, intake and application forms, and more.

Categories

Business Needs
Sales
IT & Administration
Finance
Industries
Engineering, Construction, & Real Estate
Travel, Transportation, & Hospitality
Nonprofit
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
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
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

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