Salesforce forms

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 use the form builder to create a new record and how to update an existing record using Salesforce forms.

Conditional logic

Use a set of conditions to trigger record creating and updating 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 using FormCrafts' form builder.

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 FormCrafts

Math calculations

FormCrafts has support for live math calculations which can be leveraged to create powerful 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.

Lead generation form

You can create minimal or complex lead generation forms for Salesforce using FormCrafts. Here is one of our popular Salesforce lead generation 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
or here is a step-by-step tutorial on building a Salesforce lead generation form

Quotation request

You can also make Salesforce forms that incorporate math formulas. Math formulas in forms can be useful 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 Salesforce's 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 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 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 an 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