Creating Form
Creating Form Versions
Creating Pages
Creating Questions
Creating List Of Values
Previewing Forms
Copying Items
Scoring configuration
Visibility Configuration
Version Management
Form Data Access and Export
Reports and Dashboards
PDF Generation
Getting started with Unified Forms

Unified Form is a native Salesforce application that enables users to quickly create simple or complex forms tailored to their organization's business processes. The application has three major parts: 

  • Form Life Cycle Management for managing form life-cycle and export/import form templates. 
  • Form Builder for rapid form creation.
  • Form Submission Component for filling and submitting forms. 

All data and templates are stored in your Salesforce organization and never leave the platform. 

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