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3B Forms - Forms, Surveys and Agreements

By 3B for Salesforce

Drag-and-Drop forms for smarter data collection and document uploads

$49.99   USD/user/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Education
Government
Business Need
Sales
Customer Service
Surveys
Requires
None
Compatible With
None

3B Forms is a Salesforce-native, no-code form builder that empowers teams to create branded, mobile-first online forms. Collect accurate data, manage file uploads, and guide users with conditional logic — all seamlessly integrated with Salesforce.

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.
None
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
For optimum experience, it is recommended that you have set up Salesforce Public Site and/or Digital Experience. This app uses Salesforce API callouts and will count toward your org’s daily API limits.

App Details

Version
3B Forms/Comms 6.13.0
Listed On
07/23/2019
Latest Release
08/31/2025
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.
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.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
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: 8
Custom Tabs: 3
Custom Apps: 2
Lightning Components
Global: 1
App Builder: 0
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.
5.6.0
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.
12/31/2024

Additional Details

3B Forms is a powerful, Salesforce-native drag-and-drop form builder, designed to simplify data collection, online surveys, and document submissions. With no coding required, teams can design fully branded, mobile-friendly forms that integrate directly with Salesforce, ensuring data accuracy, compliance, and efficiency. Use conditional logic to guide customers and candidates through complex workflows, apply real-time validation to maintain data quality, and easily distribute forms via secure links or embed them within onboarding journeys. Built on Salesforce, 3B Forms works with both standard and custom objects, supporting parent-child relationships so that updates can be applied across multiple records simultaneously. With AI-powered file uploads and data extraction, enriched Salesforce data is only a form submission away. Whether you’re streamlining candidate onboarding, capturing survey feedback, or collecting supporting documents, 3B Forms helps your organization deliver a consistent, branded, and user-friendly experience - without ever leaving the Salesforce platform.

Need help?

3B for Salesforce

London, UK

We kindly ask that you always refer to the 3B Knowledgebase at https://3bknowhow.com/wiki/Main_Page for articles that we hope will help you with customization, configuration and initial support.

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