What is 3B Forms?

Introducing 3B Forms v4: The Ultimate Salesforce Native Tool to Transform Your Data Collection. Effortlessly design forms, surveys, assessments, and secure e-sign documents directly within Salesforce. With a powerful visibility conditional engine, support for all standard and custom objects, parent-child relationships, and file submissions, our latest release promises unmatched reliability and scalability. Experience innovative features like form migration and custom extensions. Dive into a streamlined interface, leveraging the latest technology, ensuring an intuitive and efficient form-building experience. Revolutionize the way you gather and manage data with 3B Forms.

• Child and Parent Related Objects
  Seamlessly map and manage intricate data hierarchies with our Parent and Child Relationships feature. Supporting unlimited levels, 3B Forms empowers you to capture complex data structures effortlessly, ensuring consistent and organized data collection. Dive deep into multi-level relationships without constraints, streamlining your Salesforce data management.
• Attachments & Files
  Enhance data richness with our Attachments & Files feature. Any file submitted through 3B Forms is meticulously associated with its target object(s), ensuring your documents are always aligned with the right data points. Whether it's Attachments or Files, we've got you covered, streamlining your document management within Salesforce and ensuring seamless accessibility and organization.
• e-Signatures
  Elevate your form's credibility with our integrated E-Signature functionality. With a simple action, form builders can incorporate an e-signature field, ensuring authentic and verified submissions. Whether you're closing deals, validating agreements, or confirming data accuracy, 3B Forms makes it effortless to capture digital signatures, fostering trust and compliance within your Salesforce environment.
• Conditional Rule Engine
  Unlock dynamic form customization with our Conditional Rule Engine. Adopting an intuitive if-this-then-that approach, form builders can craft intricate conditions, controlling the visibility, requirement status, and accessibility of fields and sections. Beyond that, trigger specific alerts, error messages, or even automate form completion based on user inputs. This ensures an intelligent and responsive form experience, tailoring each interaction to the user's responses and needs, all while maintaining data integrity and precision within Salesforce.
• Native Salesforce Support
  Optimize your Salesforce experience with 3B Forms’ Native Salesforce Support. Seamlessly integrate and utilize Salesforce-specific functionalities such as dependent picklists and multi-picklists with ease. Our robust support extends to all field and object types, ensuring that your form building and data collection are in perfect harmony with your Salesforce environment. Leverage the full spectrum of Salesforce's capabilities, delivering enhanced usability and ensuring a unified, efficient, and data-cohesive user experience from form creation through to submission and data utilization.
• Distribution and Version Control
  Maintain clarity and oversight with 3B Forms' Distribution and Version Control. Every iteration of your form is meticulously tracked, documenting all changes and ensuring you always have access to its evolution. Distribution is versatile and inclusive: use Authenticated Digital Experiences for portal users, Guest User Digital Experiences for those outside the Salesforce ecosystem, and Salesforce Sites for a broader reach. For your internal team, embed forms directly, ensuring everyone is aligned with the latest version. With 3B Forms, you're not just building forms; you're orchestrating seamless, controlled, and efficient data collection journeys across varied user bases.
• Merge Text Support
  Personalize and contextualize your forms with our Merge Text Support. Drawing inspiration from the familiar mail-merge concept, form builders can effortlessly use our intuitive syntax, like {{Contact.Account.FirstName}}, to dynamically pull data straight from Salesforce. This ensures your forms are always populated with the most relevant and up-to-date information, enhancing user experience by providing tailored interactions and reducing redundant data entry. With 3B Forms, creating context-aware and data-rich forms becomes second nature.
• Translations
  Diversify your outreach with 3B Forms’ Translations and Language Support. Form builders have the power to define and support multiple languages, ensuring inclusivity for a global audience. Every element on the form can be translated, offering a localized experience for users from different linguistic backgrounds. Moreover, with the flexibility to switch the form language on the fly, adapting to your target audience's needs becomes effortless. With 3B Forms, bridge linguistic barriers and provide a universally engaging and intuitive form experience, catering to a worldwide user base.

Systems Integrators, let's shape the future together! If you're seeking a cutting-edge solution to elevate your offerings and delight clients, 3B Forms is your answer. By partnering with us, you'll gain a competitive edge with a tool that's revolutionizing data collection within Salesforce. Ready to embark on a mutually beneficial journey? Reach out through our 'Contact Us' form, and let's discuss the endless possibilities of our partnership.

Why Us?

In the vast realm of form-building solutions, 3B Forms stands apart, and here's why:

• Native Advantage Rooted deeply in Salesforce, we're not just another third-party integration. Our native build ensures seamless functionality, enhanced performance, and uncompromised security. Experience a form builder that's inherently part of your Salesforce ecosystem.
• Innovative Features From intricate conditional rule engines to dynamic merge text support, our features are designed to cater to the modern demands of diverse businesses.
• Reliability & Scalability With our latest v4 overhaul, we've solidified our commitment to provide a robust, reliable, and scalable solution suitable for businesses of all scales.
• Global Reach Our language support ensures that your forms resonate with audiences worldwide, fostering better engagement and understanding.
• Continuous Evolution We listen, adapt, and grow. With regular updates and iterations, we make sure you're always ahead of the curve.

Before you move forward, compare us with the competition. We're confident that our strengths, showcased in the comparison table below, will affirm your decision to choose 3B Forms.

Is 3B Forms Really Free?

We're proud to offer our groundbreaking form-building solution entirely for free. Yes, you read that right! With no hidden fees, licensing costs, or ongoing support charges, 3B Forms opens doors to unlimited possibilities for every Salesforce user.

• Unparalleled Freedom and Flexibility
  No more counting form submissions or restricting your creative prowess. Our users enjoy the freedom to build and submit as many forms as they desire without any caps. This liberty ensures businesses can scale and adapt without any financial setbacks.
• A Unique Business Model
  How can we offer such an all-encompassing tool for free? 3B Forms is strategically positioned as a paid-for add solution, focusing exclusively on the recruitment and staffing industry—a niche where our expertise shines. Moreover, by sublicensing 3B Forms to Salesforce ISVs, we empower them with form-building capabilities, enhancing their offerings. This specialized approach underpins our unique and sustainable business model.
• Unwavering Support
  A free model doesn't equate to compromised support. At 3B Forms, every user is invaluable. Regardless of your business size or usage frequency, our support team is committed to addressing your concerns with utmost priority. Every user, every query, receives equal attention, ensuring your form-building journey is smooth and rewarding.
• Terms and Conditions
  While 3B Forms is free and committed to user-centric support, it's essential to familiarize yourself with our terms and conditions. These guidelines ensure clarity and set the foundation for a fruitful relationship. For comprehensive details, visit the Salesforce Appexchange, explore our official website www.3bknowhow.com, or request a copy directly from us.

Interested in Learning More?

Jump to our Knowledge Base to learn how to implement 3B Forms in your org.

• Get Support or Report Issues
  Send us an email or raise a case and one of our support representatives will be in touch with you very soon
• Recommend App Improvements
  We want to hear from you and improve our products. Feel free to reach out to us using the support channels

Innovate, improve, empower. We believe engaged and happy customers make great partners, and see continuous feedback and collaboration as key levers in our shared drive for success.

You need a small customisation to fit that nonconforming process step you have? We are more than happy to offer it free of charge. You have a recommendation for improvement/feature implementation? We are happy to listen, and will issue you with a special certificate to credit you for an idea that goes into the product.

As (we hope) you probably guessed yourself already – we want to be the single most flexible and customer-friendly forms solution on the market.