Salesforce forms
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.
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:
- Show and hide fields
- Show and hide form steps
- Trigger redirection
- Set the value of other fields
- Disable the form
Learn how to use conditional logic using Formcrafts' form builder.
Dynamic picklists
Create picklists that pull live data from Salesforce. Our Salesforce picklists also allow you to:
- Add descriptions and photos
- Create option groups
- Create dependent picklists
- Enable real-time search
- 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.
Form prefill
Prefill allows you to populate your form with existing data pulled from Salesforce. Other key features:
- Support for complex conditions to fetch records
- Prefill based on user input
- Fetch data from multiple related records
- Combine this with dynamic picklists to pre-fill data based on a picklist selection
Learn how to configure form prefill in Formcrafts.
Multi-page forms
Create multi-page forms to make your long forms less intimidating. Formcrafts' multi-page forms for Salesforce are feature packed:
- Turn any form into a multi-page form
- Use conditional logic to skip step
- Add a welcome page
- Auto-save form progress
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:
- Quotation forms
- Payment forms (using Stripe)
- Quizzes
- Estimates
Learn how to use math calculations in Salesforce forms using Formcrafts.
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:
- Multi-select file upload
- Upload progress bar
- Restrict files based on type and size
Learn how to attach files to records using Salesforce forms
Why not web-to-lead?
Salesforce's web-to-lead (or web-to-anything) generates an HTML code snippet that you can add to your website to capture leads. However, it has limitations:
- No drag-and-drop
- No styling options
- No support for multi-step forms
- No support for complex forms
- No support for conditional logic
Formcrafts does not have these limitations. It is a much more powerful alternative to web-to-lead. Learn more about the limitations of web-to-lead.
Who can use powerful forms for Salesforce
Nonprofits
Marketing
Event managers
Accounts & billing
Customer experience
Education
Government
Everything else
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!
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
This is a lead generation or inquiry form for a co-working space. You can integrate this form with Salesforce to create new contacts or leads for incoming inquiries.
Car loan application form
This is a comprehensive multi-step auto loan application form. You can configure this form template to create new leads or opportunities in Salesforce.
How to create a Salesforce form
Let us learn how to create a Salesforce form using Formcrafts' dynamic form builder in three easy steps.
- 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.
- Add form fields
Use the Add Field button on the top-right corner of the screen to add some fields to your form.
- 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.
