Salesforce forms

Create dynamic forms that integrate with Salesforce

Create & update records

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

  • Work with any object type in Salesforce
  • All changes happen in real-time
  • 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.

Salesforce lead generation form example
Salesforce record creation in real-time
Chart illustrating how to create and update related Salesforce records
Create and update related records

Work with related records

  • Support for complex Salesforce relationships
  • 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 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 steps
  3. Trigger redirection
  4. Set the value of other fields
  5. Disable the form

Learn how to use conditional logic using Formcrafts' form builder.

Chart showing how to use conditional logic in Salesforce forms to create records
Using conditional logic with Salesforce forms

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 building your Salesforce 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 Formcrafts

Multi-step job application form
Multi-step job application form

Multi-page forms

Create multi-page 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 step
  3. Add a welcome page

Learn how to create a multi-page Salesforce forms using 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.

Salesforce opportunity record created from the quotation form
Salesforce form to 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 forms for Salesforce

Nonprofits

Donation formsFundraising campaignsVolunteer registration

Marketing

Lead generationWebinar signupPDF downloadEmail surveys

Event managers

Event signupBooth applicationVolunteer signupSuggestion form

Accounts & billing

Payment formSubscription formDeposit formService payment form

Customer experience

Event feedbackCSAT surveyWebsite feedbackInternal feedbackProduct feedback

Education

ApplicationProgram surveysCourse feedbackProgress report

Government

Tender submissionEmployment applicationCity surveysLocal complaints

Everything else

People always surprise us with the Salesforce forms they make

Case study

Bankroll is a fin-tech company that uses Formcrafts to create dynamic Salesforce forms, leveraging features like Salesforce form prefill, record updating, conditional logic, and multi-page setup.

I have used a lot of forms that integrate with Salesforce, [Formcrafts] is great with Salesforce, easiest form setup I have ever experienced, and support is excellent!
Danny Ferrara - CTO at Bankroll
Learn how Bankroll uses Formcrafts to create Salesforce forms →

Salesforce form templates

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 peek at how certain features like conditional logic or field mapping work. Here are some examples of Salesforce form templates with their use cases:

Coworking space inquiry form

Use this well-designed form template to allow potential customers to inquire about your coworking space. Collect personal info, preferences, and schedule demo days in a streamlined manner.

You can integrate this form with Salesforce to create new contacts for incoming inquiries.

Screenshot of a coworking space inquiry form template

Car loan application form

Use this comprehensive multi-step car loan application form to streamline the application process. Collect applicant information, loan details, credit history, collateral information, and get applicants to confirm the details.

You can configure this form template to create new leads or opportunities in Salesforce.

Screenshot of a car loan application form template

How to create a Salesforce form

Let us learn how to create a Salesforce form using Formcrafts' dynamic form builder in 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 Field 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.

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

Need help?

We have detailed documentation on using Formcrafts here. This includes in-depth tutorials on integrating with Salesforce.

If that doesn't help, you can always reach out to us using this form.

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