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Opero Forms - Create Web Forms to Collect Data

Configure web forms in Salesforce easily that integrate with Salesforce

No Ratings
$50   USD/company/month
Try It
Requires
None

Configure any form in Salesforce to collect data. Email unique links to collect data related to a record or embed forms on your website to collect any data. All submissions integrate directly to Salesforce where you can process the data with Flows.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Opero Forms/1.13 Opero Forms 1.13.0
Listed On
07/12/2022
Latest Release
02/08/2023
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.
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.
No Limits
Lightning Ready
Person Accounts
Managed Package
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: 5
Custom Tabs: 5
Custom Apps: 1
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.12.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/14/2022

Additional Details

Easily configure any web forms needed to collect any type of data. Email link to form that optionally can be related to any record in Salesforce. Or embed forms on your website. When a form is submitted it will integrate directly to Salesforce where you can then use Salesforce flows to process the data submission and further streamline your process. All data is securely transmitted directly to your org and no data is saved outside of Salesforce. Integrate Opero Forms with Opero Documents, Opero Signature, and Opero Payments to build out business processes such as: collect data to merge into a document such as a contract, then automatically generate the contract and serve for electronic signature. Once signed, collect payment.

Need help?

Concord Technologies

Seattle, WA

Submit a case at https://www.opero.com/support/ We will answer any questions and help guide you with configuration. We offer Premium Support services at $125/hour if you need help with configuration.

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