This is a Beta version and may contain bugs.
Managed Formsfor Salesforce®
Transform how your sales and service team work with customers. Enable your customers to make your data more accurate. Use the same validation rules, dependent picklists and automation you already use internally on your customers.
What is Managed Forms?
Managed Forms is a free form builder that allows you to send custom forms to your customers and have the submitted data reflected in your Salesforce org, all while respecting your existing validation and automation.
Features to make gathering data from your customers become second nature
Managed Your forms just like any other record in your Org
Managed Forms lives in your Salesforce org and can be accessed just like any other app in your app launcher.
Build Forms like you build apps
Apply all you know about Page Layouts and App pages to Managed Forms no need to learn something new.Your admin will feel at right at home.
Drag and Drop Images just like you do with fields
You can use images and animated gifs along with your object fields to enhance your forms.
Building custom links is easy
Use links to send forms to customers, and have the submitted data reflected on your org records.
View and report on your data just like you do internally
Use your Standard/Custom Salesforce fields to build your forms and view the data in your Org.
Send the form from the record page
Use the best action component to allow your Users to send the form directly from a record.
Build automation and send the form based on record changes
Use the form process to send froms based on records changes. And have the form sent to the email in a record.
Get Managed Forms free as an Early Adopter:
A Simple Product for every Salesforce org
Designed to fulfill a need. Managed Forms aims to stay simple while providing functionality every Salesforce user should have access to.
Automate how you send forms:
Add our custom component to your objects record home. Send or keep track of all your form requests without leaving the platform.
Improved data quality
Managed Forms was built to solve common problems every Salesforce user eventually runs into. By using the same process to gather data externally as the one used internally, your data becomes more consistent and a lot easier to report on.
Build forms just like you build apps
We know how annoying learning a new product can be. Managed Forms tries to be as true to your usual Salesforce patterns as possible. This way you can be productive right away without wasting hours looking into a completely different product.