Empower Your Users:
Rapid, No-Code
Form Creation for Salesforce
Salesforce app that puts the power of form, questionnaire, and checklist creation directly into the hands of your end users – no developers or admins required!
The Frustration Stops Here.
Are your business processes bottlenecked by endless requests for custom forms and checklists? Do your teams struggle to adapt quickly to changing needs because every new field or question requires IT intervention? It's time to break free from the traditional Salesforce development cycle.
Introducing Unified Forms: The Future of Salesforce Data Collection
Unified Forms is the intuitive solution that empowers anyone in your organization to design, deploy, and manage dynamic forms, comprehensive questionnaires, and rigorous audit checklists directly within Salesforce. Built for business users, it seamlessly integrates with your existing Salesforce data, enriching your CRM without a single line of code.
Key Features Your Team Will Love:
  • No-Code Form Builder: A visual, intuitive interface allows users to create complex forms with ease.
  • Native Salesforce Analytics: Transform form submissions into actionable insights with standard Salesforce Reports and Dashboards for immediate visibility into your business processes.
  • Dynamic Question Logic: Build intelligent forms that adapt in real-time based on user responses, ensuring a streamlined experience.
  • Rich Question Types: Support for text fields, picklists, checkboxes, date pickers, file uploads, and more – everything you need to capture comprehensive data.
  • Simple Electronic Signature (SES): Capture legally binding signatures directly within your forms to streamline approvals and finalize agreements faster.
  • Automated PDF Generation: Instantly generate professional PDFs of every form submission to streamline record-keeping and facilitate downstream business processes.
  • Native Salesforce Implementation: Attach form to any standard or custom Salesforce object, updating records instantly.
  • Templates & Reusability: Create reusable templates for common forms and checklists, saving time and ensuring consistency.
  • User-Friendly Interface: Designed with the end user in mind, making adoption quick and easy.
Drive Action and Insight with Intelligent Scoring
Collecting data is crucial, but transforming that data into meaningful insights and actionable outcomes is where true power lies. Unified Form's robust, built-in scoring functionality allows you to move beyond raw information, enabling automatic evaluations and informed decision-making across all your processes.

Key Scoring Capabilities & Benefits:

  • Automated Outcome Determination: Define comprehensive scoring rules for individual questions, entire sections, or the complete form. The system automatically calculates total scores and can instantly determine predefined outcomes or classifications (e.g., "High Severity," "Pass/Fail," "Recommended Action," "Risk Level: Low").
  • Instant Evaluation, Reduced Manual Effort: Eliminate time-consuming manual score calculations and interpretations. Scores and outcomes are generated in real-time as forms are completed, providing immediate clarity and allowing your teams to react promptly.
  • Highly Customizable Scoring Logic: Tailor scoring weights and values to precisely reflect the importance of each question or answer. Easily set up complex logic to accurately align with your specific assessment criteria, methodologies, or compliance standards.
  • Extend & Fine-Tune with Hooks: For unique or highly specialized requirements, our flexible architecture allows technical users to extend, customize, and fine-tune the scoring algorithm using custom hooks. Integrate with advanced analytics, apply proprietary assessment models, or build unique validation processes – ensuring the system perfectly meets your needs.
  • Versatile Applications:
    Audits & Compliance:
    Automatically identify non-compliance, flag high-risk areas, and ensure adherence to standards with clear audit scoring.
    Medical & Health Assessments:
    Systematically evaluate patient responses to determine risk factors, severity levels, or appropriate next steps based on medical protocols.
    Operational Assessments:
    Objectively assess performance, quality checks, safety inspections, or project readiness.
    Surveys & Feedback:
    Gain deeper insights from feedback by scoring responses to key satisfaction or engagement metrics.
Transform Your Business Operations:
  • Sales Teams: Quickly gather lead qualifications, customer feedback, and sales opportunity details.
  • Service Teams: Streamline case intake, customer satisfaction surveys, and support ticket resolution.
  • Operations & HR: Simplify onboarding processes, employee feedback, internal surveys, and policy acknowledgements.
  • Compliance & Audits: Create structured audit checklists, ensure regulatory adherence, and track compliance activities with ease.
  • Marketing: Design engaging surveys, event registration forms, and preference centers.
Stop Waiting. Start Building.
Imagine your team responding to new challenges and opportunities with agility, creating the exact data collection tools they need, precisely when they need them. Unified Forms makes this a reality, freeing up your Salesforce developers and administrators to focus on strategic initiatives and business process automation, while empowering your business users to drive their own success.
Real-Time Data Insights and PDF Generation
Use standard Salesforce Reports and Dashboards to visualize form data in real-time. Transform gathered data into polished PDF documents automatically, perfect for sharing with stakeholders, archiving, or triggered workflows.
Ready to unleash the power of self-service forms in Salesforce?
Get Started Today