Book a Demo
Close

Contact 3B

3B Soft Ltd, 3rd Floor, 86-90 Paul Street, London, EC2A 4NE
info@3b4sf.com

Build smarter Salesforce forms. Without friction.

3B Forms is a Salesforce-native form builder designed to capture cleaner data, accelerate onboarding and remove manual admin. Every form connects directly to Salesforce objects, workflows and automation with no integrations required.

Data capture is where process quality breaks down

Most onboarding and operational journeys still rely on disconnected tools, emailed PDFs and manual re-keying.
That leads to inconsistent data, validation gaps, slow approvals and poor reporting inside Salesforce.

3B Forms was built to remove that friction through drag-and-drop functionality that lives natively inside Salesforce.

It allows you to design, deploy and manage forms that write directly to standard and custom Salesforce objects in real time.

  • No sync delays
  • No duplicated records
  • No data clean-up later

What you get with 3B Forms

  • Drag and drop form builder
    Create complex, multi-step forms without code.

    Anyone can build, update and deploy forms quickly, reducing reliance on developers and speeding up iteration.

 

  • Flexible form elements
    Design forms that capture exactly what you need.

    From simple inputs to multi-field sections, matrices and file uploads, 3B Forms supports a wide range of data structures and use cases.
    Every field maps directly to Salesforce.

 

  • Conditional logic and validation
    Forms adapt in real time based on user input.

    Show or hide sections, enforce required fields and validate responses before submission. This improves completion rates and ensures the data arriving in Salesforce is accurate and usable.
  • Branding and styling Fully style forms to match your brand. Deliver a consistent, professional experience across every form, whether internal or external.
 
  • File uploads with AI-powered data extraction Allow users to upload documents directly into forms. AI extracts key data points and maps them back into Salesforce records, reducing manual review and re-entry.

Where our customers see success: Faster onboarding, fewer errors and improved compliance visibility.
"Using AI-powered automation within 3B, we have reduced manual effort, minimised errors, and removed the risk of manual document handling. What was once time-consuming 20+ hour operation, now happens seamlessly in the background, allowing our team to focus on clients and candidates while handling higher volumes without added strain"
Julia Buckley
Wavelength International
Platform Integrations
0 +
Hours Saved Per Week
0 +
Faster Admin
0 x

How it works

01 Build your form using the drag-and-drop editor inside Salesforce

02 Map fields to any standard or custom Salesforce object

03 Apply conditional logic, validation and branding

04 Deploy forms internally or externally using secure links

05 Submissions, files and extracted data are written instantly into Salesforce,
ready for automation and reporting

FAQs

What can 3B Forms be used for?

3B Forms is designed for any workflow that requires structured data capture inside Salesforce.


Common use cases include candidate and worker onboarding, compliance and credential collection, client and supplier data capture, internal requests and approvals, and lead, referral and enquiry forms.

No. While 3B Forms is widely used for onboarding and compliance, it is a flexible form engine that can be used across any Salesforce-driven process where accurate, consistent data is required.

Yes. 3B Forms can write directly to both standard and custom Salesforce objects, allowing forms to be tailored to your existing data model without compromise.

Because data is validated at the point of capture and written directly into Salesforce, there is no re-keying, no sync delay and no duplication. This results in cleaner data that is immediately available for automation, reporting and compliance.

No. 3B Forms is designed to extend your existing Salesforce configuration, not replace it.


Forms align to your current objects, workflows and automation without forcing changes to your data structure.

No bolt-on tools.
No duplicated data.

One unified platform.

Contact 3B Today

Whether you are managing thousands of candidates or complex compliance workflows,
3B AI helps your teams move faster with confidence.