01
Install from AppExchange
Search for Jpetto Forms and install the managed package.
The Problem
External Form Tools Create More Challenges Than Value
Most Salesforce-integrated form solutions operate outside the Salesforce ecosystem. They collect and store submission data on external servers, rely on API-based synchronization, and often require separate subscription and infrastructure management.
This creates several operational and compliance challenges, including data security concerns, synchronization failures, limited Salesforce integration depth, and increased dependency on additional third-party tools.
Data Risk
Submission data lives on external servers before reaching Salesforce, creating additional security and audit exposure.
Sync Failures
API timeouts, rate limits, and auth issues create delayed or lost submissions across disconnected systems.
Extra Costs
Per-seat and per-submission pricing from third-party form platforms compounds quickly across teams.
Shallow Integration
External tools cannot fully leverage dynamic Salesforce queries, lookups, and parent-child record creation.
The Solution
One Platform. Zero External Dependencies.
Jpetto Forms runs entirely within Salesforce. Every form you build, every submission you collect, and every record you create stays inside your org. No external servers process your data. No API synchronization can fail. No separate platform needs to be managed, secured, or paid for.
Jpetto Forms follows a Freemium pricing model so you can start building immediately at no cost.
100% Native Data Flow
No middleware and no sync layer.
Freemium Start
Ship your first form at zero cost.
Compliance Ready
Data remains in your Salesforce boundary.
Ops Simplicity
Manage one platform, not two.
Why Use This
Why Teams Choose Jpetto Forms?
100% Native to Salesforce
No external stack
All form data and submissions stay inside Salesforce without middleware or third-party syncing.
Freemium Start
Lower adoption friction
Start quickly at no cost, validate your workflow, and scale as your team requirements grow.
Declarative Power
Admin-friendly setup
Admins can ship advanced forms with conditional logic, data mapping, and automation-ready outputs.
Quick Setup
Up and Running in Under 30 Minutes
02
Assign Permissions
Grant access by role with included permission sets.
03
Build Your Form
Use the canvas to add fields and configure logic.
04
Map Fields
Connect fields to Salesforce objects and record relationships.
05
Activate & Share
Publish your form and share the URL or shortened Jpetto Link.
Key Features
Everything You Need to Build, Deploy, and Manage Forms
Powerful capabilities without custom code.
Drag-and-Drop Builder
Create forms visually by dragging fields, sections, and layouts onto a canvas. No code required. Use the Show Hierarchy view to see your complete form structure at a glance.
Conditional Visibility
Show or hide fields dynamically based on user input. Available on nearly every field type. Reduce form clutter and guide users through only the questions that matter.
Dynamic Data Tables
Query Salesforce objects in real time and display results within your form. Use query results as inputs to dropdowns and other fields. Show custom messages based on data conditions.
Pattern Validation
Enforce input formats at the field level: email addresses, phone numbers, custom patterns. No limit on patterns per field. Ensure accurate data at the point of entry.
Parent-Child Record Creation with Mapping
Create complex Salesforce record relationships automatically from a single form submission.
Native REST API Support
Accept and process external submissions through built-in APIs , no custom integrations needed.
Intelligent Pre-Fill Capabilities
Auto-populate forms using Salesforce records, URL parameters, dynamic tables, and user context.
Complete Design Flexibility
Customize every part of your form with powerful CSS styling to perfectly match your brand identity.
Built 100% on Salesforce
No external storage. No sync delays. No third-party dependency. Just secure, native Salesforce form automation.
Who Uses This
Built for Teams That Run on Salesforce
Salesforce Admins
No-code control
Build and manage forms with visual mapping and validation tools.
Service Teams
Faster intake
Deploy customer-facing intake forms and request portals with pre-fill and uploads.
IT & Compliance
Security boundary intact
Keep submissions in Salesforce and retain logs for governance and audit workflows.
Business Ops
Workflow automation
Replace email and spreadsheets with structured form-driven data collection.
Comparison
See How Jpetto Forms Compares
External ToolsvsJpetto Forms
Capability
External Tools
Data stays in Salesforce
No
Drag-and-drop builder
Yes
Conditional field visibility
Basic
Real-time SF data queries
No
Pattern validation
Basic
Parent-child record creation
No
Built-in REST API
No
Pre-fill from SF data
Limited
Custom CSS control
Templates only
Error logging
External
URL shortening
No
Pricing
Per-seat/submission
Pricing that fits the way you work
Get a tailored quote built around your team size, setup, and goals - no generic tiers, no guesswork.
Use Cases
What You Can Build?
From simple lead capture forms to complex business processes.
Lead Capture Forms
Collect and create Leads directly inside Salesforce.
Customer Onboarding Forms
Guide customers through multi-step onboarding experiences.
Service Request Forms
Capture support requests and automatically create records.
Partner Registration Forms
Collect partner information with validation and approval workflows.
Internal Business Processes
Replace spreadsheets and email-based data collection.
Ready to Build Better Forms?
Join organizations already using Jpetto Forms to collect data, create records, and automate workflows, all within Salesforce.
info@jpetto.io • +1.203.703.2249