3B Forms

Salesforce-native forms with AI superpowers.

A flexible, drag-and-drop form builder bound directly to your Salesforce object model. Conditional logic, parent & child object panels, document AI, address autocomplete, dynamic dropdowns, multi-language and HIPAA / GDPR / PCI-DSS compliance - all 100% native.

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Why teams choose 3B Forms

Web forms that actually fit Salesforce.

Most form builders dump their data in a CSV and call it a day. 3B Forms binds every field directly to the Salesforce object model - including custom objects, parent and child relationships, picklists, controlling/dependent fields and validation rules. Submit a form, write directly to Account, Contact, Opportunity or your custom records. No middleware. No CSV shuffles. Just data where you need it.

  • 100% Salesforce-native.No middleware, no third-party data store.
  • Compliance built in.HIPAA, GDPR, PCI-DSS - your Salesforce posture, inherited.
  • Embed anywhere.Screen Flows, Email Templates, Quick Actions, Experience Cloud, public links.
  • AI for unstructured data.Drop a passport or PDF - fields auto-fill in seconds.
SurveysData collectionWeb-to-anythingWorkflow automatione-Signature

How 3B Forms works

One form. Three modes.Zero compromises.

Build, complete and review - every form lives its full lifecycle on Salesforce. No exports, no third-party portals.

  1. Builder

    Drag-and-drop builder with 40+ field types, parent and child object panels, conditional logic, dynamic dropdowns and a live preview. Designed for admins, no code required.

    • Salesforce field bindings
    • Multi-page & sectioned
    • Themes & CSS overrides

  2. Complete

    Responsive form completion experience for any device - handles large file uploads, address autocomplete, AI document analysis and saves drafts as users go.

    • Mobile-first & offline-tolerant
    • Save as draft & resume
    • CAPTCHA & bot protection

  3. Preview

    A read-only rendering of any completed form - for record details pages, audit trails, or share-with-client review. Convert to PDF on demand.

    • Read-only render
    • One-click PDF export
    • Version-aware

Document AI · OCR · Form AI

Drop a document. Watch your form fill itself.

Passports, payslips, P45s, leases, IDs, utility bills, certifications - drop any file and AI extracts, validates and maps the data into your Salesforce fields. Admins configure the field map and natural-language prompt once; users get pre-filled forms forever.

  • Field mapping by an admin.Point to the Salesforce field, write the prompt, ship.
  • Validation built in.MRZ checks, expiry verification, format coercion.
  • Reviewable by humans.Each AI-filled field flagged so end users can confirm.
  • PDF → Form, automagically.Hand it any PDF and AI rebuilds it as a 3B Form.

Logic & data shape

Forms that match your data model - not the other way around.

Real Salesforce work isn't a flat survey. It's parents and children, controlling and dependent picklists, dynamic lookup queries, branches and skips. 3B Forms speaks all of it.

Conditional logic

Show, hide, require, skip, set value - based on prior answers, Salesforce data or external API responses.

Controlling / dependent

Salesforce field dependencies inherited automatically - set the controlling picklist once, dependents follow.

Parent object panel

Add a parent object (Account, Opportunity, anything custom) and its fields as a panel - straight out of the box.

Child object panel

Repeating sections backed by a child object. Apply a custom SOQL filter to control which records preload.

Dynamic dropdowns

Search-and-select against any object - picklists, dropdowns, radios, multi-selects. The lookup field done right.

Merge tags

Merge text variables dynamically with mustache.js - personalize every form on the fly.

Form completion experience

Designed for the human at the other end.

Address autocomplete that fills five fields with one click. Pre-population from URL parameters or encrypted Form Keys. Save-as-draft for the day a user gives up halfway. Multi-language. Responsive. Captcha when you need it.

  • Address autocomplete.Powered by Google Places - auto-fills street, city, state, post code and country.
  • Pre-population from URL.Default any field value via URL query parameters.
  • Save as Draft.Resume later - Salesforce records are only created on full submission.
  • CAPTCHA on public forms.Validate humans before submission - bots stay out of your CRM.
  • Multi-language.Translate every form into your customers' languages - manage strings inside Salesforce.

Features

Everything in 3B Forms - out of the box.

No extra licenses, no add-on SKUs. Every feature below is included with 3B Forms.

Conditional logic

Show, hide, require, skip, pre-fill - based on prior answers, Salesforce data or external responses. Branch flows for multi-persona forms.

Document AI / OCR

Drop any file - passport, payslip, P45, lease, ID, certification. AI reads, validates and pre-fills mapped fields. Admin-configured prompts, end-user-confirmed values.

PDF → Form

Hand 3B any PDF - a tax form, a vendor questionnaire, a hospital intake. AI rebuilds it as a fully-functional 3B Form, automatically.

Address autocomplete

Search-as-you-type address selection powered by Google Places. One click, five fields auto-populated - street, city, state, post code, country.

Dynamic dropdowns

Search-and-select against any Salesforce object via SOQL. Works on picklists, dropdowns, radios and multi-selects. Lookup fields done right.

Parent object panel

Add a parent object - Account, Opportunity, custom - and its fields to a form via a single panel element. Bound to the object model, no glue code.

Child object panel

Repeating sections backed by a child object - and an optional custom SOQL filter to control which records preload into the form.

Controlling / dependent fields

Salesforce field dependencies inherited automatically. Set the controlling picklist once and every dependent picklist filters itself.

Merge tags

Merge text variables dynamically with mustache.js. Personalize labels, instructions and confirmations with form data, record data or session context.

Form pre-population from URL

Default any field value from URL query parameters. Hyper-personalized links from email campaigns, marketing flows or partner portals - out of the box.

Form Key (encrypted)

An encrypted initiation token in place of plain-text record IDs. Decrypts to formId, recordId and versionId - never expose Salesforce IDs to a public URL.

Save as Draft

Allow form-completing users to save partial submissions and pick up later. Salesforce records are only created on full submission - no half-state record sprawl.

CAPTCHA

Validate the form-completing user is human before submission. Built for public-facing forms where you can't afford bot noise in your CRM.

Convert form to PDF

Render any completed form as a polished, branded PDF. Email it, attach it to a record, or download - built into every form, not a paid add-on.

Multi-language

Translate forms into any language - manage every label, helper text and validation message inside Salesforce. One form, every market.

CSS & theming

Match your brand pixel-for-pixel. Drop in a theme, override CSS, swap fonts and colors - without touching code on the rest of your form.

Sandbox testing

Native support for Salesforce sandboxes. Test forms end-to-end against a sandbox org before promoting to production - refresh-safe.

Form merging

Combine multiple forms together - use forms as templates, snippets or shared sections. Build once, reuse forever.

Embed anywhere

Wherever your users work, your forms work.

3B Forms drops natively into every surface your team uses - Screen Flows, email templates, quick actions, record pages, Experience Cloud and the open web. Send links to non-Salesforce users securely.

Screen Flows

Embed any 3B Form in any Salesforce Flow as a screen - pass values in, capture values out.

Email templates

Drop a form link into Marketing Cloud, Pardot or any Salesforce email - pre-populated and tracked.

Quick actions

Trigger a form from any record's quick-action menu - context auto-passed via Form Key.

Experience Cloud / DEB

Drop forms directly into customer or partner portals. Authenticated or public - your call.

Record pages

Embed the form preview, builder or completion view directly inside any Salesforce record's Lightning page.

Public web links

Share a secure link with anyone - no Salesforce license required. Encrypted Form Keys keep IDs out of URLs.

Use cases

One form builder. Every workflow.

From the simplest survey to the most complex data-collection workflow, 3B Forms handles it natively.

Surveys

NPS, CSAT, market research and patient feedback - bound to your CRM.

Data collection

KYC, AML, intake, registrations, applications - written straight into your object model.

Web-to-anything

Web-to-lead, web-to-case, web-to-account, web-to-Anything-Custom. No Apex required.

Workflow automation

Trigger Flows, approvals, n8n agents and downstream systems with every submission.

e-Signature collection

Drop a signature field anywhere. Pair with Doc Studio for full CLM, e-sign and audit-ready PDFs.

Security & compliance

Compliance and security at the heart of every submission.

Forms are governed entry points into your business systems - supporting workflows that involve sensitive data such as PII, PHI, payment data and regulated documents. 3B Forms inherits Salesforce's enterprise-grade posture and adds form-specific controls on top.

HIPAAGDPRPCI DSSSOC 2 Type IIISO 27001FLS & sharing

Encrypted Form Keys

URLs never carry plain-text Salesforce IDs. Form Key encrypts formId, recordId and versionId server-side.

Field-level audit

Every submission, every change, every AI extraction logged at the field level - defensible by default.

CAPTCHA & bot protection

Built-in reCAPTCHA v3 for public-facing forms. Bots stay out of your CRM, humans submit unimpeded.

Role-based access & FLS

Inherit Salesforce profile, permission set, sharing-rule and field-level security on every form field.

Sensitive data masking

Mask SSNs, card numbers and PHI by field. Encrypted in transit and at rest - never visible in raw form payloads.

Sandbox-safe

Promote forms via change sets or DevOps pipelines. Refresh-safe. Test against sandbox orgs end-to-end.

Industries

Built for every regulated, document-heavy industry.

Same form engine. Different rules, different documents, different compliance posture - handled.

Healthcare

HIPAA-compliant patient intake, consent capture, e-Rx refill requests, appointment scheduling and patient feedback surveys - all writing into Health Cloud.

  • Patient intake
  • Consent
  • EHR / EMR

Financial services

Onboarding, KYC, AML, mortgage approvals, credit applications and compliance attestations - every FinOps process consolidated in one Salesforce platform.

  • KYC / AML
  • Mortgage
  • PCI-DSS

Legal & professional services

Client intake, conflict checks, matter creation and engagement letters - every form bound to the matter, the contact and the firm's audit trail.

  • Client intake
  • Engagement
  • Conflict check

Insurance

Policy applications, claim submissions, FNOL, underwriting questionnaires and renewals - bound to policy and claim records natively.

  • Applications
  • FNOL
  • Renewals

Non-profit

Donor sign-ups, grant applications, volunteer registrations and program intake - bound to NPSP, Nonprofit Cloud or your custom data model.

  • Donations
  • Grants
  • Volunteers

Education

Admissions, scholarship applications, parental consents, course evaluations and registrar workflows - natively on Education Cloud.

  • Admissions
  • Consents
  • Evaluations

Why 3B Forms

Three CLM tools shouldn't cost three CLM tools.

Other Salesforce form builders bolt on third-party servers, separate signer databases and per-submission fees. 3B keeps every form, every submission and every byte of data inside your Salesforce org - and ships every feature in the box.

100% native

No external server. No middleware. No third-party data store. Your data never leaves your Salesforce org.

Compliance-first

HIPAA, GDPR, PCI-DSS - inherited. Plus encrypted Form Keys, FLS, audit at the field level and sensitive data masking.

Responsive everywhere

Same form, every device. Mobile, tablet, desktop, in-app, in-record. The completion experience adapts automatically.

Localized

Multi-language out of the box - every label, validation message and confirmation translatable. Manage strings inside Salesforce.

Embed anywhere

Screen Flows, email templates, quick actions, Experience Cloud, record pages, public links - every surface, no extra config.

Send to non-Salesforce users

Encrypted Form Keys make it safe to send forms to anyone - clients, candidates, vendors. No license required, no data leakage.

Pairs well with

Forms is one piece of the suite.

3B Forms slots into every other 3B product - and into your Salesforce stack - without integration glue.

3B Doc Studio

Convert any completed form into a polished, e-signed PDF. CLM, redlining and templates included.

Learn more →

3B Onboarding

Orchestrate compliance-driven onboarding flows. Forms power every step of the worker journey.

Learn more →

Digital Experience Builder

Branded portals and PWA mobile apps that surface 3B Forms in your customers' hands.

Learn more →

3B AI

Trigger n8n workflows on every submission. Route, score, enrich, agentically.

Learn more →

FAQ

Salesforce-native forms, answered.

Document AI, parent / child object panels, encrypted Form Keys, compliance - everything 3B Forms handles natively.

Yes. The form definition, form submissions, file uploads, audit trail and admin configuration all live inside your Salesforce org. There is no third-party server, no middleware and no external data store. Your data never leaves Salesforce.

Ready when you are

Replace your PDFs, your CSVs and your three-tool form stack.

Book a demo and we'll wire 3B Forms up to your trickiest intake - parent, child, picklists, dependencies and all - live in the call.

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