Unified Forms - On-platform data capture and form builder
Rapid, no-code form, questionnaire, and checklist creation. POC on demand!
Overview
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.
See How Unified Forms - On-platform data capture and form builder Works
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.
Unified Forms is the intuitive solution that empowers anyone in your organization to design, deploy, and manage dynamic forms, comprehensive questionnaires, and rigorous audit checklists directly within Salesforce. Built for business users, it seamlessly integrates with your existing Salesforce data, enriching your CRM without a single line of code. Key Features Your Team Will Love: No-Code Form Builder: A visual interface allows users to create complex forms. Native Salesforce Analytics and PDF Generation: Use Salesforce Reports and Dashboards and generate PDFs. 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. 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.
Categories
- Business Needs
- Case ManagementSurveysWebsites
- Personas
- AdministratorBusiness User
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile