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Salesforce First Forms

Forms That Speak Salesforce

Overview

Go from prompt to Salesforce-synced Form with Titan AI Studio in minutes. All data runs on a single source of truth.

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See How Salesforce First Forms Works

  • Real-Time Salesforce Data: Pre-fill forms with Salesforce data and create or update records in real time.

  • AI-Powered Form Creation: Generate dynamic Salesforce-connected forms from a prompt with Titan AI Studio.

  • Visual Form Building: Refine fields, layouts, logic, and Salesforce mapping using visual tools.

  • Advanced Salesforce Data: Work across standard and custom objects, related objects, lookup fields, junction objects, and complex data relationships.

  • Dynamic Conditional Logic: Show the right fields and steps based on Salesforce data or user responses.

  • Embedded Salesforce Forms: Publish responsive forms on websites, portals, or documents using script or iFrame.

  • Automated Salesforce Actions: Create records, update fields, route and score leads, create reports, and route submissions into approval flows.

  • Forms for Every Screen: Create custom experiences for desktop, tablet, and mobile.

  • Secure Form Experiences: Support 2FA, SSO, access controls, audit trails, and HIPAA and GDPR requirements.

Build dynamic forms connected to Salesforce in real time for lead generation, registration, case intake, surveys, and more. Start with a prompt in Titan AI Studio to generate a form with fields, structure, and logic, then refine the experience using Titan’s visual builder. Map fields to Salesforce, pre-fill existing data, and create or update records in real time. Build across standard and custom objects, related objects, lookup fields, junction objects, and complex data relationships. Add conditional logic, file uploads, bulk editing, and custom layouts for desktop, tablet, and mobile. Publish responsive forms on websites, portals, or documents, with every submission connected to Salesforce. After submission, create records, update fields, route and score leads, create reports, and route submissions into approval flows. Create secure experiences with 2FA, SSO, access controls, audit trails, and support for HIPAA and GDPR requirements.

Categories

Business Needs
Sales
Quotes & Orders
Websites
Industries
Education
Financial Services
Healthcare & Life Sciences
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.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

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