Getting Started
Forms Made Easy is a no-code Salesforce form builder for collecting information through branded, responsive forms. You can create forms, map fields to Salesforce records, and manage submissions without building a custom form application.
No. Forms Made Easy includes a drag-and-drop builder, so you can add fields, configure layouts, and publish forms without writing code.
Yes. Describe the form you need in a prompt, and the AI-assisted builder can help you get started with a form structure that you can review, customize, and map to Salesforce.
You can create contact and lead capture forms, surveys, event registrations, applications, customer feedback forms, patient intake forms, and other workflows suited to your organization.
Yes. Forms Made Easy offers a Basic plan at no cost, along with a Pro plan for additional capabilities. Visit the pricing page to compare what is included in each plan.
Form Building & AI
Choose the fields you need, arrange them in the builder, and adjust the form layout and settings. You can then connect form fields to Salesforce and publish the form.
Yes. Conditional logic lets you show or hide relevant fields based on earlier responses, creating a more focused experience for the person completing the form.
Yes. You can customize form presentation and branding to create a consistent experience for customers, partners, or internal teams.
Yes. Forms Made Easy supports pagination so you can divide longer forms into manageable steps.
Forms Made Easy offers file-management capabilities and CAPTCHA verification to help collect supporting documents and reduce automated submissions.
Salesforce Integration
Map form fields to the appropriate Salesforce object fields. When a respondent submits the form, the collected information can be used in the configured Salesforce workflow.
Yes. Salesforce data prefill can populate fields using existing record information, reducing repetitive entry and helping improve data accuracy.
Forms Made Easy supports Salesforce object mapping, including workflows involving standard and custom objects. Available mappings depend on your Salesforce configuration and permissions.
Yes. Multi-object workflows let you configure forms that work with related Salesforce records, based on your mapping and workflow setup.
Smart Upsert helps a configured workflow determine whether to create a new Salesforce record or update an existing one, reducing unnecessary duplicates.
Form Templates & Sharing
Yes. The Forms Made Easy template library includes examples for healthcare, education, nonprofits, manufacturing, retail, finance, and other common use cases.
Yes. Use a template as a starting point, then edit its fields, layout, branding, and Salesforce mappings to fit your requirements.
Forms Made Easy supports shareable form links and embedding, allowing you to collect responses through the channels that work for your audience.
Forms Made Easy offers form-sharing options such as expiring links and one-time access for workflows where you need tighter control.
Payment collection is supported for applicable workflows. Check the current plan details and payment setup requirements before enabling it.
Plans & Billing
Forms Made Easy offers Basic (Free) and Pro plans. The pricing page lists the features available with each plan.
The published Pro price is $3,000 per year. Review the pricing page for the latest terms and feature comparison.
Basic covers essential form-building capabilities. Pro adds advanced functionality such as certain automation and workflow features. Refer to the current comparison table for the exact feature availability.
Review the pricing comparison or contact the Forms Made Easy team to discuss your Salesforce environment, required workflows, and plan options.
Security & Compliance
Forms Made Easy highlights security controls including encryption and Salesforce-connected data workflows. Your organization should also configure appropriate Salesforce permissions and access policies.
The product provides information about GDPR-focused privacy and HIPAA-related security considerations. Whether a particular deployment meets regulatory requirements depends on your configuration, data handling, and applicable agreements.
The website highlights SOC 2 Type II assurance and 256-bit encryption alongside its privacy and security messaging. Contact the team for the scope of any specific assurance or documentation you need.
Salesforce access settings and your configured form workflows play an important role in controlling data visibility. Review object and field permissions before publishing forms that collect sensitive information.
Troubleshooting
Check that the form is published, Salesforce field mappings are correct, required fields are populated, and the connected user has the necessary object and field permissions.
Confirm that the form is configured to prefill from the intended Salesforce record, the record contains data, and the relevant field is accessible to the connected user.
Review the conditions, field values, and show/hide rules in your form builder. Test each branch in the form preview before republishing.
Visit the Forms Made Easy Support Center for setup guidance, feature documentation, and help with troubleshooting.
No questions match your search. Try different keywords.
