AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Makeforms For SalesForce

Create secure, compliant & beautiful forms that integrate with Salesforce

Overview

MakeForms for Salesforce is a secure, privacy-compliant form builder that simplifies data collection and automates workflows. With features like conditional logic, verified submissions, and seamless Salesforce integration.

1 of 9

  • Customizable Form Fields: Build forms with dynamic fields that adjust based on user responses using conditional logic/

  • Automated Workflows: Trigger actions based on form submissions, streamlining processes and reducing manual work.

  • Verified Submissions: Ensure form authenticity with OTP, phone number verification, and KYC checks for secure data collection.

  • Data Security & Privacy Compliance: Compliant with HIPAA, GDPR, PIPEDA, and more, ensuring top-tier data protection.

  • Custom Branding & Domain Mapping: Maintain brand consistency with fully customizable forms and your own domain.

  • Team Collaboration: Easily collaborate on forms, share data, and manage submissions with your team.

  • Global Data Residency Options: Choose data centers from locations in the US, EU, India, Canada, Singapore, and Australia.

  • Advanced Security Features: Includes data encryption, password protection, Captcha, and access control for secure submissions.

  • Salesforce Integration: Direct integration with Salesforce to enhance data management and streamline workflows.

MakeForms for Salesforce is a secure online form builder that simplifies data collection and automates workflows. Designed for businesses seeking flexible form solutions, it helps capture leads, manage data, and trigger automated actions within Salesforce. Key Features: • Form Fields & Conditional Logic: Build customized forms with dynamic fields that adjust based on user input. • Workflows & Automation: Automate tasks and trigger workflows based on form submissions. • Custom Branding & Domain Mapping: Customize forms with your brand and share them via your domain. • Verified Submissions: Ensure authenticity with OTP, phone, and KYC verifications. • Team Collaboration: Collaborate with your team for seamless form management. Compliance & Security: • Privacy Compliance: HIPAA, GDPR, and more. • Data Residency: Choose data centers from multiple global locations. • Advanced Security: Data encryption, password protection, and Captcha. With MakeForms, streamline your data collection, enhance workflows, and ensure privacy and security—all integrated with Salesforce. Easily publish and embed forms, track form performance, and optimize your processes for better efficiency.

Categories

Business Needs
Sales Productivity
Information Management
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Salesforce Mobile