Salesforce plans built for teams big and small. Choose yours.

color-gray Our Promise. We shake hands only when you’re sure we’ve got everything you need. So let’s make sure you do. Ask us anything. We answer every question that hits our inbox.	color-blue Professional for Salesforce ^{Starting at}$99/month _{Per user, billed yearly}_{Quick automations for growing teams}Get it now	color-purple Enterprise for Salesforce ^{Starting at}$225/month _{Per user, billed yearly}_{Advanced features for larger teams}Let’s Talk	color-green Compliance for Salesforce ^{Starting at}$255/month _{Per user, billed yearly}_{HIPAA compliance for enhanced security}Let’s Talk
Unlimited Web-to-Anything	v	v	v
Feature-Rich Form Builder	v	v	v
Built-In Security Features	v	v	v
Data Residency in US and Europe	v	v	v
Dedicated Support	x	v	v
Custom Contract & SLA	x	v	v
Database Manager & Dynamic Prefill	x	v	v
Certified HIPAA compliance & BAA	x	x	v
Advanced Security Protocols	x	x	v

color-gray Salesforce Features	color-blue	color-purple	color-green
Web-to-Anything Connect forms to unlimited Salesforce objects (standard and custom).	Unlimited	Unlimited	Unlimited
Managing Records Create and/or update records through advanced lookup functionality; Create records in multiple objects with a single submit; Create different record types from a single form.	v	v	v
Payment Records Send data to Salesforce after the payment was done.	v	v	v
Files & PDF Management Send uploaded files to Salesforce’s Files or Attachment objects or send form PDFs directly to Salesforce.	v	v	v
Full integration with Salesforce Products & Software Suite Salesforce Sales Cloud, Salesforce Health Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Integration with Experience Cloud.	x	v	v
Sandbox Orgs & Form Migration You can build and test the form flow in Sandbox, then easily migrate the form into Production or another Sandbox.	x	v	v
URL Prefill Prefill forms using Salesforce merge fields.	x	v	v
Dynamic Prefill Identify the Salesforce record based on form visitor input and then return Salesforce data on the form.	x	v	v
Experience Cloud Forms Prefill Pre-populate forms in Salesforce Communities with the logged-in user’s data.	x	v	v
Publishing on Salesforce Experience Cloud Easily publish forms on Salesforce Experience Cloud pages.	x	v	v
Free Sandbox license	x	v	v
Usage
Users Customize your plan. Add more users.	1	Custom	Custom
Forms	15	Unlimited	Unlimited
Submissions/ month	100,000	Unlimited	Unlimited
Storage	10 GB	Custom	Custom
Database Manager & Dynamic Prefill Connect to your own database (MySQL / Maria) or use a CSV file to prefill form fields or push data directly into your DB / CSV.	x	v	v
Product Features
Drag & Drop	v	v	v
Flexible Customization Theme, style, form domain	v	v	v
Form Branching	v	v	v
Email Notifications & Autoresponders	v	v	v
Digital Signature	v	v	v
Third-Party Integrations	v	v	v
Document Generation PDF, Excel, CSV	v	v	v
File Upload	v	v	v
Multi-Language	v	v	v
Exportable Reports	v	v	v
Save for Later	v	v	v
Personalization with Hidden Fields	v	v	v
Chain Approval	v	v	v
Payment Integration PayPal, Stripe, Square, Authorize.net and many more.	v	v	v
Security and Compliance
Built-In Security Features • 256-bit SSL Data Encryption • Anti-Spam Protection (CAPTCHA and others) • SQL injection & cross-site scripting	v	v	v
GDPR Compliance	v	v	v
CCPA & COPPA Compliance	v	v	v
ISO 9001 & ISO 27001 Certifications	v	v	v
Data Residency in US and Europe Your data will never leave EU or US while being processed.	v	v	v
Custom Roles & Permissions	v	v	v
SSO (Single Sign-On)	x	v	v
Availability for Security Audit	x	v	v
Audit Trail	x	v	v
Email authentication (SPF and DKIM)	x	x	v
HIPAA Compliance
HIPAA Compliance	x	x	v
Advanced Security Protocols • Includes Invidual Keys in Amazon Web Services (AWS) • Custom Data Retention Policy • HIPAA Security Protocols	x	x	v
BAA (Business Associate Agreement)	x	x	v
Support
Priority Support • Live Chat • 15/5 Support	v	v	v
Dedicated Account Manager	x	v	v
Technical Account Manager	x	v	v
Tailored Onboarding Process	x	Add-on	Add-on
Custom Contract & SLA MSA Support, Liability Insurance Included & Guaranteed Uptime 99,99%	x	v	v

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color-gray Our Promise. We shake hands only when you’re sure we’ve got everything you need. So let’s make sure you do. Ask us anything. We answer every question that hits our inbox.	color-blue Professional for Salesforce ^{Starting at}$99/month _{Per user, billed yearly}_{Quick automations for growing teams}Get it now
Unlimited Web-to-Anything	v
Feature-Rich Form Builder	v
Built-In Security Features	v
Data Residency in US and Europe	v
Dedicated Support	x
Custom Contract & SLA	x
Database Manager & Dynamic Prefill	x
Certified HIPAA compliance & BAA	x
Advanced Security Protocols	x

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color-gray Our Promise. We shake hands only when you’re sure we’ve got everything you need. So let’s make sure you do. Ask us anything. We answer every question that hits our inbox.	color-purple Enterprise for Salesforce ^{Starting at}$225/month _{Per user, billed yearly}_{Advanced features for larger teams}Let’s Talk
Unlimited Web-to-Anything	v
Feature-Rich Form Builder	v
Built-In Security Features	v
Data Residency in US and Europe	v
Dedicated Support	v
Custom Contract & SLA	v
Database Manager & Dynamic Prefill	v
Certified HIPAA compliance & BAA	x
Advanced Security Protocols	x

Show features

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color-gray Our Promise. We shake hands only when you’re sure we’ve got everything you need. So let’s make sure you do. Ask us anything. We answer every question that hits our inbox.	color-green Compliance for Salesforce ^{Starting at}$255/month _{Per user, billed yearly}_{HIPAA compliance for enhanced security}Let’s Talk
Unlimited Web-to-Anything	v
Feature-Rich Form Builder	v
Built-In Security Features	v
Data Residency in US and Europe	v
Dedicated Support	v
Custom Contract & SLA	v
Database Manager & Dynamic Prefill	v
Certified HIPAA compliance & BAA	v
Advanced Security Protocols	v

Show features

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Got a question?

Take a look and see if you can find the answer below. If it’s not here, let us know, we’d be happy to walk you through your options.

Do you offer a free trial?

Yes, you have a free 14-day trial to get familiar with 123FormBuilder for Salesforce and explore its features. At the end of the trial, you’ll need to choose a paid plan to continue using 123FormBuilder.

How can I buy a subscription?

There are two ways you can buy a 123FormBuilder subscription. If you don’t have a 123FormBuilder account, sign-up for one by choosing one of the plans above or go to AppExchange and get started there. If you’re interested in an Enterprise or Compliance plan, contact our team to discuss your needs and receive a personalized offer.

How do I use 123FormBuilder for Salesforce?

It really takes only a few clicks to connect 123FormBuilder to Salesforce and start using it. Look for 123FormBuilder in AppExchange and use the “Get it now” button to install it. Once installed, open it and create your form right in the Salesforce app. Map the form fields to any Salesforce Object, custom or standard, to automatically push all your data into Salesforce.

Do you provide support?

We offer support to all users via our knowledge base, live chat, and ticketing system in the 123FormBuilder app, regardless of your plan. But, if you have more complex scenarios, you might want to look into the Enterprise for Salesforce or Compliance for Salesforce plans, which offer access to a Technical Account Manager that will get to know your project’s particularities and provide personalized technical support.

What’s the difference between Professional, Enterprise, and Compliance plans?

Professional for Salesforce is ideal for growing teams that need highly customizable and easy-to-build forms for their Salesforce & Marketing Cloud workflows.

Enterprise for Salesforce offers much more in terms of usage, functionality, and support. You have access to features such as:

– unlimited forms & submissions

– advanced Salesforce prefill functionality (Dynamic prefill, Real-time prefill, etc.)

– publishing forms in Community Cloud

– additional Sandbox for testing

On top of these advanced features, we’re pairing you up with a dedicated Account Manager and Technical Account Manager to help you navigate the implementation of complex form-building scenarios.

The Compliance for Salesforce plan includes everything in the Professional and Enterprise plans. Additionally, it brings an extra layer of data security via advanced security protocols, individual AWS keys, and BAAs for HIPAA customers. The Compliance plan is perfect for complex teams in highly-regulated industries.

Does the user license also include a Sandbox license for testing purposes?

You can access a Sandbox to test your forms, starting with the Enterprise for Salesforce and Compliance for Salesforce plans. You can build and test the form flow in Sandbox, then easily migrate the form into Production or another Sandbox. The Sandbox license is NOT available for the Professional plan.