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Build dynamic, AI-powered, no-code web-to-lead forms in Salesforce with Forms Made
Create Your First FormBuild dynamic retail forms in Salesforce. Prefill data, automate workflows, and connect submissions directly for seamless operations. Capture real-time insights from customers and internal processes, all with a no-code solution in one centralized system.
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From customer registration and order processing to returns and feedback, every step is clearly structured. Forms Made Easy automatically tracks all the necessary forms at each stage for a smooth customer experience.
Supplier registration and product catalog setup.
User registration and loyalty program enrollment.
Product browsing, checkout, and payment processing.
Reviews, feedback, and repeat purchases.
Stock tracking and warehouse operations.
Order picking, packing, and delivery.
Order confirmation and modification handling.
Return processing and exchange management.
Invoice generation and tax documentation.
Allow customers to submit product customization requests through connected forms that sync directly with Salesforce. Teams can manage special instructions, personalization details, and approval workflows more efficiently.
Simplify B2B purchasing with purchase order forms that automatically capture order details and sync them with Salesforce records. This helps teams manage approvals, order processing, and fulfillment workflows faster.
Create survey and feedback forms with Forms Made Easy to collect valuable customer insights, improve experiences, and automatically sync responses with Salesforce through connected, real-time workflows that simplify feedback management.
Streamline return and exchange requests with connected forms that automatically capture order details and sync them with Salesforce. This helps support teams manage return approvals, replacements, and customer communication more efficiently.
Create seamless checkout and order placement experiences using connected forms that automatically sync customer, payment, and order information with Salesforce for faster processing and better order visibility.
Create secure Salesforce forms backed by trusted security and compliance standards. Forms Made Easy helps ensure every submission is protected while meeting important data security requirements.
Aligned with AICPA SOC 2 Type II standards, which focus on strong data security and operational controls. This ensures systems follow strict processes to maintain data privacy, availability, and integrity.
Supports HIPAA standards to help protect sensitive healthcare and patient information. This ensures medical data collected through forms is handled with strict privacy and security controls.
All form data is protected with 256-bit encryption, one of the strongest security standards used worldwide. This keeps information safe during transmission and storage, preventing unauthorized access.
Built to align with GDPR regulations, which protect the personal data of individuals in the European Union. This helps organizations collect and manage EU user information responsibly and securely.
Forms Made Easy helps retail and e-commerce teams create, manage, and launch forms directly inside Salesforce. The system is easy to use and includes powerful features that help capture order details, customer information, and operational data in an accurate and organized way.
Create, update, and deploy retail forms without writing code or relying on technical teams. Fields, logic, and layouts can be adjusted instantly as workflows change. This gives retail teams full control while keeping forms accurate and up to date.
Forms are automatically populated with existing customer and order data from Salesforce. Field values such as name, email, product details, and order history are filled without manual input.
Form fields and questions adjust automatically based on user responses or selections. Conditional rules determine which sections or inputs appear during completion. Logic can be applied across multiple objects, picklists, and record types for precise control.
Forms can be deployed through email, QR codes, embedded portals, or direct links. The publishing system connects submissions instantly to Salesforce records. Access controls and publishing options can be configured per form and audience.
You can customize forms to match your brand style and business needs. Add logos, adjust colors, modify layouts, and design forms that reflect your retail or eCommerce brand identity. This ensures a professional and consistent look across all customer touchpoints.
All form submissions automatically create or update records in Salesforce. Data is saved in the correct objects without manual work. This ensures accurate record keeping, faster processing, and real-time visibility for sales, support, and operations teams.
Join thousands of Salesforce users simplifying data collection and driving smarter workflows.
