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Description
Forms Made Easy is an intuitive, no-code form builder that integrates seamlessly with Salesforce to streamline lead capture, onboarding, and data collection workflows. Users can quickly build forms using drag-and-drop tools, leveraging prebuilt templates or fully customizing layouts, labels, and branding without developer involvement. The platform supports dynamic themes and smart rules to create personalized form experiences that adjust based on user input, enhancing engagement. Forms can be distributed through direct links, emails targeted to specific Salesforce records or lists, or embedded into websites with prefilled data capabilities for smoother interactions. All forms are managed from a centralized dashboard that provides real-time insights into submission performance and user engagement. Designed with enterprise security in mind, Forms Made Easy complies with HIPAA, SOC2, and other rigorous data protection standards. It caters to diverse industries including healthcare, retail, finance, and human resources, helping teams automate workflows efficiently. Thousands of Salesforce users rely on Forms Made Easy to reduce complexity and accelerate form deployment.
Description
Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$0
Free Trial
No
Free Version
Yes
Pricing Details
$100 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Forms Made Easy
Founded
2025
Website
formsmadeasy.com
Vendor Details
Company Name
CloudAnswers
Founded
2009
Country
United States
Website
www.cloudanswers.com
Product Features
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
Yes
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
Yes
Product Features
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
Yes
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
No
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
