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