RFP Response Assistant
Analyze RFP PDFs in Agentforce, extract questions, retrieve matching knowledge-base answers, and refine responses with prompts.
CRMIT SolutionsFree
3B Agentic Forms
by 3B for SalesforceSalesforcePaid
Builds branded forms in Agentforce for data collection, surveys, and document submissions.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
What it does
Provides a Salesforce-native drag-and-drop form builder for data collection, online surveys, and document submissions. Forms can show or hide fields based on responses and validate entries before they enter Salesforce. Users can distribute forms through secure links or embed them in onboarding journeys. Uploaded images can be processed with natural language prompts to extract data points into Salesforce fields.
Key capabilities
from the Salesforce AppExchange listingDrag-and-drop builder
Creates forms inside Salesforce without coding by selecting, placing, and configuring fields.
Conditional logic
Shows or hides fields based on responses to guide users through form workflows.
Data validation
Validates formats, enforces required fields, and prevents errors in submitted data.
AI image extraction
Uses natural language prompts to extract data points from uploaded images into Salesforce fields.
Form distribution
Distributes forms through secure links or embeds them in onboarding journeys.
Brand customization
Customizes form layouts, colors, and logos.
Salesforce data support
Supports standard and custom objects, parent-child relationships, and Salesforce workflows.
Use cases
- Collect information from customers and candidates through forms.
- Run online surveys and receive submitted documents.
- Embed data collection in onboarding journeys.
In the catalog
144 plugins in Agentforce · Data and integration
Price distribution: 44 free, 32 freemium, 68 paid
Pricing & deployment
Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Paid
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What the vendor says
«3B Forms is a powerful, Salesforce-native drag-and-drop form builder, designed to simplify data collection, online surveys, and document submissions. With no coding required, teams can design fully branded, mobile-friendly forms that integrate directly with Salesforce, ensuring data accuracy, compliance, and …»