Salesforce First Forms

by TitanSalesforcePaid

Builds Salesforce forms and web forms with pre-filled data, conditional flows, and submissions to multiple Salesforce records.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
Salesforce First Forms — screenshot from the Salesforce AppExchange listing

What it does

Salesforce First Forms creates lead-capture forms, surveys, and case-intake forms without code. Form Genie creates forms from Salesforce data and pre-fills them with real-time Salesforce information. Forms can apply conditions based on Salesforce data and write to one or more Salesforce objects or records. The web-to-lead feature supports file uploads and any Salesforce object, while forms can be embedded in websites, portals, emails, and other channels.

Key capabilities

from the Salesforce AppExchange listing

Salesforce data prefill

Form Genie creates forms from Salesforce data and pre-fills them with real-time Salesforce information.

No-code form creation

The add-in supports creating lead-capture forms, surveys, and case-intake forms without code.

Conditional form logic

Forms can use Salesforce data to set conditions and create form flows.

Web-to-lead

The web-to-lead feature integrates forms with Salesforce and supports file uploads and any Salesforce object.

Multi-object submissions

Forms can write to standard objects, multiple objects, relationships, junction objects, related lists, and single or multiple records in Salesforce.

Cross-channel embedding

Salesforce forms can be embedded in websites, portals, emails, and other channels.

Payment integrations

The vendor lists integrations with Stripe, PayPal, Authorize.Net, and Mollie.

How it compares

3B Forms - Forms, Surveys and Agreements is a Salesforce-native drag-and-drop builder for data collection, online surveys, and document submissions. Salesforce First Forms additionally lists conditional flows based on Salesforce data, web-to-lead with file uploads, submissions involving multiple Salesforce objects, and payment-provider integrations. Responsly | Surveys, Forms, NPS, CSAT, Customer Experience focuses on collecting, managing, and analyzing customer feedback, including event-based surveys and customizable templates.

NamePricingDeploymentUpdated
Salesforce First Formsthis pluginPaidCloud
3B Forms - Forms, Surveys and AgreementsPaidCloud
Responsly | Surveys, Forms, NPS, CSAT, Customer ExperienceFreemiumCloudNot published

In the catalog

1,106 plugins in Salesforce Platform · Data and integration

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Ditch duplicate databases and integration errors, Titan Forms run directly in your Salesforce. Further information: - Form Genie skips the setup and builds forms directly with your Salesforce data. - Pre-filled Content for Dynamic Forms: Get forms pre-filled with real-time Salesforce data to fast-track business flows …»

Official marketplace listing

Publisher
Titan
Updated on marketplace
Facts verified