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Unified Forms - On-platform data capture and form builder
Rapid, no-code form, questionnaire, and checklist creation. POC on demand!
- Business Need
- Case ManagementSurveysWebsites
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
Empowers users in your organization to design, deploy, and manage dynamic forms, comprehensive questionnaires, and rigorous audit checklists with scoring functionality, without coding or complex configuration. 100% native Salesforce solution.
Highlights
No-Code Form Builder: A visual, intuitive interface allows users to create complex forms with ease.
Dynamic Question Logic: Build intelligent forms that adapt in real-time based on user responses, ensuring a streamlined experience.
Rich Question Types: Support for text fields, picklists, checkboxes, date pickers, file uploads, simple electronic signatures, and more – everything you need to capture comprehensive data.
Native Salesforce Implementation: Attach form to any standard or custom Salesforce object, updating records instantly.
Templates & Reusability: Create reusable templates for common forms and checklists, saving time and ensuring consistency.
User-Friendly Interface: Designed with the end user in mind, making adoption quick and easy.
Scoring: Built-in scoring functionality allows you to move beyond raw information, enabling automatic evaluations and informed decision-making across all your processes.
Native Salesforce Analytics: Transform form submissions into actionable insights with standard Salesforce Reports and Dashboards for immediate visibility into your business processes.
Automated PDF Generation: Instantly generate professional PDFs of every form submission to streamline record-keeping and facilitate downstream business processes.
Provider Details
North EndPoint focuses on bridging the gap between complex business challenges and streamlined digital solutions. Based on a foundation of technical excellence and a deep understanding of the Salesforce ecosystem, we specialize in building high-performance, scalable applications that drive platform efficiency and user adoption. At the heart of our current innovation is Unified Forms, a powerful, native Salesforce application designed for the modern enterprise. Recognizing that business needs move faster than development cycles, we created a "No-Code" form engine that empowers end-users to build, deploy, and manage sophisticated data-capture forms without writing a single line of code. Unified Forms ensures that your B2B and B2C interactions are professional, secure, and perfectly integrated with your core Salesforce data. Beyond our product suite, North EndPoint serves as a strategic partner for organizations looking to push the boundaries of the Salesforce platform. Our expertise encompasses custom application development, from initial concept to go-live deployment and O&M support. We build complex B2B and B2C applications tailored to unique industry workflows.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Share your requirements, and we will provide a free Proof of Concept (POC) to ensure our product meets them. Contact us for individual pricing if you need more than 50 seats!
Per User Yearly
$20 USD/user/year
Per User Monthly
$25 USD/user/month