Form
Studio
Form
You can connect to any standard or custom Salesforce object, and your data flows straight back into Salesforce without any delays. Plus, you can fully customise your forms to match your brand, add smart conditional logic, validate data to keep it clean, and even let people upload files with AI-powered data extraction to make things even easier.
With 3B Forms, creating tailored, professional forms that simplify your workflows and improve your data has never been easier.
Drag and Drop interface
At the heart of 3B Forms is a drag-and-drop builder that lets anyone create complex forms quickly and easily with no coding required. It speeds up form creation and makes deployment a breeze.
Versatile form elements
With a rich array of form elements at your fingertips, 3B Forms empowers organisations to design forms that capture specific data points. From simple text inputs to complex matrix questions, the platform caters to diverse form creation needs.
Dynamic conditional logic and data validation
Branding and styling
3B Forms includes full styling options, so you can tailor forms to match your brand and deliver a consistent, professional experience every time.
Scalable Form Solutions for Salesforce
3B Forms includes full styling options, so you can tailor forms to match your brand and deliver a consistent, professional experience every time.
01 Connect | 3B Form Studio connects directly to Salesforce, linking each form to the right standard or custom object, so data is captured against the correct record from the start
02 Build | Forms are created using an intuitive drag-and-drop builder, with full brand control, conditional logic, validation rules and file uploads to match your exact requirements
03 Capture | Forms are shared instantly with candidates, clients or customers, collecting data and files in real time and writing everything straight back into Salesforce with no delays or rekeying
04 Optimise | Data stays clean, structured and usable, with AI-powered extraction from uploaded files and full visibility across workflows, helping teams move faster and make better decisions
Is 3B Form Studio Salesforce native?
Yes. 3B Forms is built natively on Salesforce, so data is written directly to standard and custom objects with no integrations, sync delays or duplication
What types of forms can I build?
Anything from onboarding and compliance forms to lead capture, referrals, surveys and internal data collection. Forms can be fully customised to suit different use cases and audiences
Can I control branding and logic?
Absolutely, you can match forms to your brand, apply conditional logic, validate inputs and control what users see based on their responses
Does it support file uploads and document handling?
Yes, users can upload files as part of a form, with AI-powered data extraction available to reduce manual review and data entry
Who is Form Studio for?
Any organisation using Salesforce that needs faster, cleaner and more flexible data capture without adding admin or complexity
Core Integrations
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No bolt-on tools.
No duplicated data.
One unified platform.
3B Form Studio
Contact 3B Today
Turn data capture into action, not admin.
With 3B Form Studio, build branded, Salesforce-native forms in minutes and capture clean, structured data straight into Salesforce.
If you want faster data collection, better data quality and workflows that actually move forward, 3B’s forms are ready when you are. Start building today.
Looking to enhance other areas
of your Salesforce platform?
The Studios
To build and customise Forms, Portals and Apps right in your system,
so your environment is always up to date,
no matter where you embed them
Core Packages
Check out the 3B pre-built suites. These are our configurable packages which cover our cutting-edge AI options, Onboarding, Workforce Management, inc. time tracking & scheduling
and Vendor Management options
