Secure web and mobile forms that connect to any Salesforce object
Build web and mobile forms, automate workflows, increase productivity and optimize internal processes. Dynamic prefill enables automatic imports of data from Salesforce. Our proprietary Mobile App offers online and offline functionality and helps optimize field work across all major industries and verticals.Get It Now
Users can now prefill forms with data from any record in real time, from any device
123FormBuilder provides an easy way of building any type of web & mobile forms and surveys. With over 200 form templates and an intuitive drag & drop editor, setting up your forms is a quick and painless process. The 123FormBuilder - Salesforce integration allows you to easily create and update records in any standard or custom Salesforce object and to do much more!
Dynamic prefill enables mobile, real-time access to data, which is automatically prefilled into any new form based on a key identifier, for example the company name. Dynamic prefill saves time and improves accuracy in many business situations, such as when agents in the field need to update existing Salesforce Account records. The first form field entered performs a lookup on existing Account records and filters them as the users types. Existing data is then pulled from Salesforce in real time.
The dynamic prefill feature enables automatic customization of forms in real time, based on the information entered inside form fields and without using any custom URLs. Dynamic prefill allows for easy progressive profiling and completion of data stacks.
Mobile & Offline Forms
The 123FormBuilder Mobile & Offline Application (available for iOS and Android) is designed and built with field agents in mind. Virtually unlimited processes involving on site inspections or repairs can now be seamlessly and effortlessly documented.
Data collection and deliverability is more secure and reliable than ever before. With advanced security features designed to protect data, in transit and at rest, enterprises handling sensitive information can rely on redundant, proactive and impenetrable security layers.
Powerful tools that enhance Salesforce functionality
Workflows - Bring visibility to the economics of processes
Powerful enough to accommodate complex dependencies and implications, workflows can also cover the majority of operations used throughout your enterprise environments.
Web-to-Anything - Collect data and create objects
All forms can create or update records in any of your Salesforce objects, standard and custom, enhancing your Salesforce Classic and the Lightning Experience.
Dynamic Prefill - Intelligent use of your data
Save time and improve accuracy in many business situations, such as when agents in the field need to update existing Salesforce Account records.
Offline Forms - Efficiency without constraints
Offline Forms enable users to collect and store data offline and automatically sync it when they get connected to a network again.