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GoFormz - Mobile Forms and Workflow
Collect data using mobile forms and instantly update Salesforce records
- Business Need
- Document Generation
Arm your teams with digital forms that look exactly like existing work documents – no code required. Collect Images, GPS, Sketches, and eSignatures. Create or update Salesforce records with form data and dispatch pre-populated forms to teams anywhere.
Compatibility
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloperEssentials
App Details
- Supported FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.
- Lightning Ready
- Languages
- EnglishFinnishFrenchGermanJapaneseSpanish
- This solution is API only and doesn't have an interface
Security
Additional Details
With GoFormz, businesses can capture data digitally using their forms on mobile devices. These "mobile forms" can look exactly like existing paper forms, making it easy to replace paperwork and onboard users. GoFormz mobile forms are even fully functional offline, enabling your team to work from anywhere. With mobile forms you can capture new data types, like images, sketches, GPS, maps, and legally binding eSignatures, and easily auto-fill fields using barcode scanning, automatic calculations and drop-down menus. Via form logic, fields can be dynamically made required, instantly complete calculations, and more. Submitted forms and data are available in real-time – dramatically improving processing times and communication. Leveraging automations, forms and data can be routed to teammates, customers, and connected applications – effortlessly modernizing your workflows and increasing professionalism. With the GoFormz & Salesforce integration, data can be seamlessly passed between digital forms and Salesforce records – eliminating the need for manual form delivery and rekeying data. You can even dispatch forms populated with Salesforce data to teams in the field.
Need help?
GoFormz
San Diego, CA, USA
Email and chat-based support provided.