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Form Vista: Native Salesforce Form Builder — Web Forms, Checklists, Quizzes

Native Salesforce forms and no-code form builder for every data collection.

Overview

Build native Salesforce forms with a no-code form builder: web forms, pre-filled & dynamic forms, intake & approval workflows, e-signatures, offline mobile forms & checklists. Every form submission maps to any Salesforce record in real time.

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See How Form Vista: Native Salesforce Form Builder — Web Forms, Checklists, Quizzes Works

  • Native Salesforce Form Builder ✔ 100% native Salesforce forms, no middleware ✔ No-code: build forms in minutes ✔ 40+ field types incl. Signature, Consent & Dynamic Data ✔ Reusable form templates & custom styling ✔ Works with all standard & custom objects

  • Dynamic & Pre-filled Forms ✔ Pre-fill forms with Salesforce data ✔ Conditional logic & dynamic form fields ✔ Real-time, bi-directional mapping to any record ✔ Multi-language forms via Email, SMS, WhatsApp & Experience Cloud ✔ Automated actions with Flow

  • Web Forms & Lead Capture ✔ Web-to-lead & lead capture forms for Sales Cloud ✔ Landing page & event registration forms ✔ Sales qualification & partner management forms ✔ Lead creation from conversational forms ✔ Source tracking for every form submission

  • Intake, Approval & E-Signature Forms ✔ Form intake & approval workflows ✔ Grant intake & approval forms ✔ Application intake & approval flows ✔ E-signatures & automated document generation from form inputs ✔ Signed forms saved to Salesforce records

  • Offline Mobile Forms & Field Data Collection ✔ Offline mobile forms for field service & remote sites ✔ Auto-sync form data when back online ✔ Online & Offline Field inspection & site visit checklists ✔ HIPAA & FedRAMP compliant data collection

  • Checklists, Assessments & Quizzes ✔ Healthcare, compliance & audit checklists ✔ Patient intake forms & clinical assessments ✔ Risk, third-party & whistleblower assessments ✔ Employee knowledge & recruitment quizzes ✔ Sales & partner enablement quizzes

  • Secure, Compliant Forms ✔ Form data stays in your Salesforce org ✔ HIPAA, SOC 2, ISO 27001, FedRAMP & GDPR compliant ✔ No third-party servers or external exposure ✔ Role-based access & permission control ✔ AI sentiment analysis & form analytics

  • Customer & Employee Forms ✔ Customer onboarding & project risk forms ✔ Support issue & complaint tracking forms ✔ Employee onboarding, 360 feedback & exit forms ✔ Wellness forms ✔ Engagement & satisfaction surveys

  • Nonprofit Forms ✔ Donation & fundraising forms ✔ Event & volunteer registration forms ✔ Membership, program & enrollment forms ✔ Grant & program application forms ✔ Donor, volunteer & community feedback surveys ✔ Works with Nonprofit Cloud & NPSP

Form Vista is a 100% native Salesforce form builder for creating, managing and analyzing forms, checklists, assessments, quizzes and surveys. Every form submission maps to Salesforce records in real time, with no middleware and the same security as your Salesforce org. BUILD ANY FORM · No-code form builder with 40+ field types & branded form templates · Web forms, web-to-lead & landing page forms · Pre-filled, dynamic & conditional forms · E-signatures & document generation from form inputs · Offline mobile forms for field service at remote sites · Patient intake forms & HIPAA-compliant data collection · Event, donation, volunteer & membership forms · Grant & application intake with approval workflows · Compliance & audit checklists, risk assessments · Knowledge, recruitment & enablement quizzes · Multi-language forms via Email, SMS, WhatsApp & Experience Cloud CONNECT & ACT · Works with all standard & custom Salesforce objects · Real-time, bi-directional data mapping to any record · Automated actions via Salesforce Flow from every form submission · AI sentiment analysis & open schema for advanced analytics · HIPAA, SOC 2, ISO 27001, FedRAMP & GDPR compliant

Categories

Business Needs
Marketing
Information Management
Ratings & Reviews
Industries
Horizontal Product
Education
Nonprofit
Personas
Business Operations Manager
Educator
Marketer
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Marketing Cloud Engagement
Health Cloud
Nonprofit Solutions
Salesforce Editions
Enterprise
Unlimited
Developer
Supported Languages
Arabic
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

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