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Build Salesforce web forms and surveys. 100% native, free to use.
Smart Forms & Surveys lets Salesforce admins build public web forms and surveys by ticking fields in a no-code builder, publish them on a Salesforce Site, and turn every submission into a new or updated record in your org. No code, no external callouts and no third-party servers.
Collecting data from outside Salesforce should not need another tool.
Registrations, applications, feedback and enquiries all start with someone outside your org filling in a form. Getting those answers into the right Salesforce record is where most teams end up compromising.
Web-to-Lead and Web-to-Case
Free and built in, but limited to Leads or Cases, with basic generated HTML and no builder for surveys or multi-step forms.
Third-party form builders
Polished builders, but usually paid, and every submission passes through the vendor's servers before it reaches Salesforce.
Custom-coded forms
A developer builds a Visualforce or Lightning page for each form, and every new question becomes another change request.
The result is forms that are hard to change, data that travels further than it needs to, and answers that still have to be copied into the record where they belong.
A form builder that lives inside your Salesforce org.
You design the form in Salesforce, publish it on a Salesforce Site, and share the public link. When someone submits, the record is created or updated in your org. The form, the submission and the data never leave the platform.
Design and publish
Build the form in the drag-and-drop Form Builder, choose the object it writes to, and publish it to a Salesforce Site.
Record in your org
Each submission creates or updates a record on any standard or custom object, under the security rules you set.
From install to your first live form.
Set up the public site once, then build and publish as many forms as you need from the same builder.
Set up once, in about 10 minutes
Install the package, then follow the built-in five-step guide. You only do this once per org.
Install the package
Install Smart Forms & Surveys from AppExchange.
Builder access
Give the people who build forms the permission set.
Public site
Create the PublicForm site. The site checker confirms it is found and active.
Visitor access
Give visitors access to one class and one page, nothing more.
Sharing rule
Share public forms with guests.
Link address
Set the form link base URL.
Then, for every form
Choose what it creates
Pick the object each response creates.
Tick the fields
Tick fields from the object. Required fields are added for you.
Preview as a visitor
Switch to Visitor view and try the form before you share it.
Share the link
Copy the form's public link into an email, a chat or your website.
Submissions become records
Anonymous visitors fill in the form, and the record is created or updated in your org, ready for your Flows, reports and list views.
What is in the package.
Everything below ships in the free managed package.
No-code builder
Build forms by ticking fields from the object. Required fields are added for you.
Any standard or custom object
Each form creates or updates records on the object you choose, not just Leads or Cases.
Your wording, your rules
Rename questions, add placeholder text and make fields required on one form only.
Conditional questions
Show a question only for certain answers. Hidden answers are cleared, so data stays clean.
Visitor view preview
Try the form as a visitor before you share it. Required and dependent fields work live.
One public link per form
Paste it into an email, a chat or your website. Each save creates a new version.
No login for visitors
Public forms on a Salesforce Site, open to anyone with the link. No Salesforce login and no account to create.
Submission log
See every submission, the record it created, what the visitor sent, and any that had an error.
100% native
Runs entirely on the Salesforce platform, with no external callouts and no third-party services.
Security enforced
Guest access runs through a dedicated least-privilege permission set. Submissions respect object and field-level security, and the app runs in user mode with sharing enforced.
Guided setup
A one-time, five-step setup of about 10 minutes, with a site checker and Help & FAQ in the app.
Free
Listed as free on AppExchange. It never requires payment, and there is no paid tier.
Built for the admin who owns the forms.
Build a form by ticking fields.
Pick the object each response creates, then tick the fields you want. Fields come straight from the object, and the required fields are already added.
- Create a Lead, a Case, an Account, a Contact or your own custom object
- Rename questions, add placeholder text and make fields required on this form only; the field on your object stays unchanged
- Show a question only for certain answers, test the rule in the builder, and preview the form in Visitor view before you share it
One link to share. Every response traced to its record.
Every form has its own public link. Copy it into an email, a chat or your website, then follow each submission from the visitor's answers to the record it created.
- Each save creates a new version of the form
- Filter submissions by saved or failed, and see what the visitor sent
- If a submission failed, see what went wrong
Your data never leaves Salesforce.
Most form tools collect the answers on their own servers and then send them to your CRM. Smart Forms & Surveys does not. The form is hosted on your Salesforce Site and the submission is written straight to your org.
Fully native
Forms are built, hosted and submitted inside Salesforce. There is no external data transfer.
No external callouts
No OAuth tokens and no third-party servers, so there is no extra vendor holding access to your data.
Least-privilege guest access
Anonymous visitors submit through a dedicated permission set that grants only what each form needs. Visitors reach one class and one page, nothing more.
Object and field-level security
Guest submissions respect your object and field permissions, and the app runs in user mode with sharing enforced.
Public forms are open to anyone with the link, so give the guest permission set access only to the objects and fields your forms need.
What changes when forms live in Salesforce.
The value is not just a new form. It is the manual work and the extra tools that disappear.
Answers arrive as records
Registrations, applications and enquiries land in Salesforce the moment they are submitted, ready for follow-up.
No copy and paste
No exports, imports or re-typing from another tool, and none of the errors that come with them.
Nothing to pay
Free to install and use, with no per-submission or per-form charges.
One less vendor
With no third-party form service in the path, your data stays under Salesforce security.
Works with your process
Submissions write to the objects you already use, so existing Flows, reports and list views just work.
Admins own the forms
Changing a question or adding a form is done in the builder, without a developer.
Native forms versus the usual options.
| Feature | Web-to-Lead / Web-to-Case | Third-party form builders | Smart Forms & Surveys |
|---|---|---|---|
| Cost | Included with Salesforce | Usually a paid plan | Free |
| Form builder | No, generates basic HTML | Yes | Yes, no-code |
| Objects it can write to | Leads or Cases | Depends on the connector | Any standard or custom object |
| Update existing records | No | Varies | Yes |
| Where the form is hosted | Your own website | The vendor's servers | Your Salesforce Site |
| Third-party server in the path | No | Yes | No |
| Surveys | No | Yes | Yes |
Based on publicly documented features as of October 2026.
Already using Google Forms?
Keep your forms where they are and send every response into Salesforce with Google Form Auto Sync, our other free native app.
Want the form inside Salesforce?
Build, host and manage the form in your own org with Smart Forms & Surveys, with no Google account or outside service involved.
Any team that collects information from people outside Salesforce.
Nonprofits
Public forms that write to the objects your programmes already use.
- Volunteer sign-ups
- Programme and grant applications
- Client and beneficiary intake
- Event registrations
- Donor and supporter feedback surveys
- Contact and enquiry forms
Sales and marketing
Capture leads from your website and landing pages straight into Salesforce, ready for assignment and follow-up.
Events
Run registration forms that create records as people sign up, so organisers always see an up-to-date list.
Customer feedback
Send surveys after a purchase, a support case or an event, and report on the answers in Salesforce.
HR and recruiting
Collect job and internship applications as records your team can review and track.
Operations
Turn intake and request forms into structured records instead of emails and spreadsheets.
The questions admins ask first.
Is there a free form builder for Salesforce?
Yes. Smart Forms & Surveys is a free, native app on the Salesforce AppExchange. It never requires payment, and it lets admins build public web forms and surveys by ticking fields in a no-code builder.
Do people need a Salesforce login to fill in a form?
No. Forms are published on a Salesforce Site, so anonymous visitors can open the public link and submit without logging in. Guest access runs through a dedicated least-privilege permission set.
Which Salesforce objects can a form write to?
Any standard or custom object. A submission can create a new record or update an existing one, so the same tool works for Leads, Contacts, Cases, custom application objects and more.
How long does setup take?
About 10 minutes, once. A built-in guide walks you through five steps: builder access, public site, visitor access, sharing rule and link address.
Can I show a question only for certain answers?
Yes. Make a question conditional on the answer to another question, for example show Partner Name only when Lead Source is Partner Referral. You can test the rule in the builder, and a hidden answer is cleared so it never reaches the record.
Can I make a field required on one form only?
Yes. You can rename a question, add placeholder text and make it required for a single form. The field on your object stays unchanged.
Can I preview a form before I share it?
Yes. Switch to Visitor view in the builder to see the form exactly as visitors will. Required fields are checked and dependent questions appear live.
How do I see what happened to each submission?
The Submissions list shows every response, the record it created and what the visitor sent. If a submission failed, you can see what went wrong.
Does any form data leave Salesforce?
No. Smart Forms & Surveys runs entirely on the Salesforce platform. There are no external callouts, no OAuth tokens and no third-party servers, so submissions go straight from your Salesforce Site into your org.
How are guest submissions kept secure?
Guest access runs through a dedicated least-privilege permission set. Submissions respect object and field-level security, and the app runs in user mode with sharing enforced, so a guest can only write what you have allowed.
Do I need a developer to set it up?
No. Forms are built by ticking fields in a no-code builder. A built-in guide walks you through a one-time, five-step setup of about 10 minutes, and a site checker confirms your public site is ready. A Salesforce admin can do the whole setup.
What can I use Smart Forms & Surveys for?
Lead capture, event registration, surveys, feedback, intake and application forms, and any other form where the answers belong in Salesforce.
Should I use Smart Forms & Surveys or Google Form Auto Sync?
If your team already builds forms in Google Forms and wants the responses in Salesforce, use Google Form Auto Sync. If you want the form itself to live on Salesforce, built and hosted in your own org with no Google account involved, use Smart Forms & Surveys. Both are free.
How much does Smart Forms & Surveys cost?
Nothing. It is listed as free on AppExchange and never requires payment.
Native Salesforce forms, without another vendor.
Install Smart Forms & Surveys from the Salesforce AppExchange and publish your first public form today.
Get it on AppExchangeFree managed package · Never requires payment · Published by TwinStack Solutions
Our other AppExchange products.
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Import smarter. Map faster.
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Who Sees What
Why can this user see that? Get the answer and the rule behind it.
- Start from a user, not a permission set
- See every app, object, field and record they can reach
- Shows the profile, permission set or group behind each grant
- Read-only, logged and fully native
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Every way to get form data into Salesforce, compared
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Capturing volunteer and programme data in Salesforce
Intake, sign-ups and programme forms for NPSP and Nonprofit Cloud.