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Salesforce forms

Create powerful forms for Salesforce that truly adapt to your company's flexible and growing needs.

Create & update records

FormCrafts' powerful field mapping allows you to create and update records for all objects in Salesforce using forms.

  1. Work with any object type in Salesforce
  2. All changes happen in real-time
  3. Support for all Salesforce field-types

Learn how to create a new record and how to update an existing record using Salesforce forms in FormCrafts.

Salesforce lead generation form example
Salesforce form record creation real time

Salesforce forms create and update related records

Work with related records

  1. Support for complex Salesforce relationships
  2. Mark actions as dependent on others

Salesforce allows you to create complex relationship structures between objects, and FormCrafts allows you to easily manipulate records for those relationships via forms.

Conditional logic

Use a set of conditions to trigger record creating and updation in Salesforce using FormCrafts' intuitive conditional logic builder.

Apart from triggering Salesforce record actions, conditional logic also allows you to:

  1. Show and hide fields
  2. Show and hide form pages
  3. Trigger redirection
  4. Set the value of other fields
  5. Disable the form

Learn how to use conditional logic in Salesforce forms in FormCrafts.

Salesforce forms conditional logic to create records

Dynamic picklists

Create picklists that pull live data from Salesforce. Our Salesforce picklists also allow you to:

  1. Add descriptions and photos
  2. Create option groups
  3. Create dependent picklists
  4. Enable real-time search
  5. Have no limit on option count

FormCrafts also has a Salesforce picklist builder that allows you to preview your picklist options and debug common issues while editing your form.

Learn more about Salesforce dynamic picklists

Form prefill

Prefill allows you to populate your form with existing data pulled from Salesforce. Other key features:

  1. Support for complex conditions to fetch records
  2. Prefill based on user input
  3. Fetch data from multiple related records

Learn how to configure form prefill in Salesforce forms in FormCrafts.

Multi-page forms

Create multi-page Salesforce forms to make your long forms less intimidating. FormCrafts' multi-page forms for Salesforce are feature packed:

  1. Turn any form into a multi-page form
  2. Use conditional logic to skip pages
  3. Add a cover page

Learn how to create a multi-page Salesforce forms in FormCrafts.

Math calculations

FormCrafts has support for live math calculations which can be leveraged to create powerful Salesforce forms like:

  1. Quotation forms
  2. Payment forms (using Stripe)
  3. Quizzes
  4. Estimates

Learn how to use math calculations in Salesforce forms using FormCrafts.

Salesforce opportunity record using form math calculations

Salesforce form create opportunity and attach file
Salesforce opportunity record with file attachment

File attachments

Add a file upload field to your Salesforce form. We wil send user uploaded files to your Salesforce records as attachments. Other features include:

  1. Multi-select file upload
  2. Upload progress bar
  3. Restrict files based on type and size

Learn how to attach files to records using Salesforce forms

Who can use powerful Salesforce forms

Nonprofits
Donation forms Fundraising campaigns Volunteer registration
Marketing
Lead generation Webinar signup PDF download Email surveys
Event managers
Event signup Booth application Volunteer signup Suggestion form
Accounts & billing
Order form Subscription form Deposit form Service payment form
Customer experience
Event feedback CSAT survey Website feedback Internal feedback Product feedback
Education
Application Program surveys Course feedback Progress report
Government
Tender submission Employment application City surveys Local complaints
Everyone & everything else
People always surprise us with the Salesforce forms they make

Salesforce forms examples

You don't have to start your Salesforce form with a blank canvas. FormCrafts has dozens of form templates, including templates designed for specific Salesforce workflows. Templates are also an excellent way of getting a peak at how certain features like conditional logic or field mapping work. Here are some examples of Salesforce form templates with their use cases:

Lead generation form

You can create minimal or complex lead generation forms for Salesforce using FormCrafts. Here is one of our popular Salesforce lead genreation form templates:

  1. Create a new Lead record on submit
  2. Minimal, elegant design
  3. Field mapping includes custom field(s)

Try a live demo of this form
or view more Salesforce form templates

Quotation request

You can also make Salesforce forms that incorporate math formulas. Math formulas in Salesforce forms can be userful in making quotation forms, payment forms, fee estimation forms, calculators, and quizzes.

Take this Salesforce quotation request template for example.

  1. Create a new Opportunity record
  2. Update calculations instantly on user input
  3. Pass math results to Salesforces' amount field
  4. Different options have different assigned values

Try a live demo of this form
or view more Salesforce form templates

Contact sales team form

Multi-page forms are one of the most loved features of FormCrafts. It allows you to create smart multi-page forms for Salesforce. Multi-page Salesforce forms have many other features:

  1. Create a cover page with an introduction
  2. Show page progress
  3. Use logic to show / hide pages

Try a live demo of this form
or view more Salesforce form templates

Create case form

This Salesforce form allows you to create a new case in Salesforce. A case could relate to many topics - shipping issues, device request, feedback, technical difficulties, etc ...

This Salesforce case form template has the following features:

  1. Create a new Case record
  2. Ask for type via a icon checkbox field
  3. Use conditional logic to show relevant fields
  4. Seamless layout

Try a live demo of this form
or view more Salesforce form templates

How to create a Salesforce form

Let us learn how to create a Salesforce form in FormCrafts is three easy steps.

  1. Create a new form

    Create a free account here if you haven't already. On the FormCrafts dashboard click on New Form, select Blank or an existing template. Enter the form name and hit Enter.

  2. Add form fields

    Use the Add Fields button on the top-right corner of the screen to add some fields to your form.

  3. Connect to Salesforce

    Click on the Salesforce icon on the top-left corner of the page. Click on Connect and follow the instructions. Next, click on Records -> Add Action. Under (select object) select the record type you wish to create. Lastly, under Field mappings you would map your form fields to their respective Salesforce field.

You form is ready. You can test your Salesforce form by clicking on Preview (top-right) and filling it out.

Free 21-day trial

Not convinced? Try FormCrafts for 21 days.

  1. Completely free

    Our trial period comes with no commitments and no fees attached.

  2. Customer support

    We will go the extra mile to make sure the forms adapt to your needs. Contact our customer support team with your business-specific issues and we will guide you in the right direction.

  3. Delete account

    We understand the need for privacy. If things don't work out you can easily delete all your data with us. We won't make you jump through hoops.

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