Native Formsfor Salesforce®
Build customer-facing forms that update your internal records while respecting all of your field types, validation rules, and automation. Enable your customers to make your data more accurate.
What is Native Forms?
Native Forms is a free form builder that allows you to create and send custom forms to your customers without the need for customers to have access to your Salesforce org. Data submitted through forms automatically updates related records in your Salesforce org, all while respecting your existing validation and automation.
Features to make gathering data from your customers become second nature.
Manage Your forms just like any other record in your Org
Native Forms lives in your Salesforce org and can be accessed just like any other app in App Launcher.
Build Forms like you build apps
Apply all you know about Lightning Page Layouts and Lightning App Builder to Native Forms. No need to learn something new. Your admin will feel right at home building Native Forms.
Drag and Drop Images just like you do with fields
Enhance your forms with images and animated gifs alongside your object fields.
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 Standard and 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 forms based on records changes and have the form sent to the email stored in a record.
Get Native Forms free as an Early Adopter:
A Simple Product for every Salesforce org
Designed to fulfill a need, Native 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.
Improve data quality
Native 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. Native 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.
Native 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.