Data Risk
Submission data lives on external servers before reaching Salesforce, creating additional security and audit exposure.
Drag-and-drop form builder. Dynamic data. Declarative API. 100% native.
Most Salesforce-integrated form solutions are built outside the platform. They collect data on their own servers, sync it to Salesforce via API, and charge separate subscription fees. The result: compliance gaps, sync failures, limited integration depth, and another SaaS tool to manage.
Submission data lives on external servers before reaching Salesforce, creating additional security and audit exposure.
API timeouts, rate limits, and auth issues create delayed or lost submissions across disconnected systems.
Per-seat and per-submission pricing from third-party form platforms compounds quickly across teams.
External tools cannot fully leverage dynamic Salesforce queries, lookups, and parent-child record creation.
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.
No external stack
All form data and submissions stay inside Salesforce without middleware or third-party syncing.
Lower adoption friction
Start quickly at no cost, validate your workflow, and scale as your team requirements grow.
Admin-friendly setup
Admins can ship advanced forms with conditional logic, data mapping, and automation-ready outputs.
01
Search for Jpetto Forms and install the managed package.
02
Grant access by role with included permission sets.
03
Use the canvas to add fields and configure logic.
04
Connect fields to Salesforce objects and record relationships.
05
Publish your form and share the URL or shortened Jpetto Link.
Powerful capabilities without custom code.
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.
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.
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.
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.
Create multiple related Salesforce records from a single form submission. Map Account -> Contact -> Opportunity relationships automatically. Support multi-level hierarchies.
Built-in REST API services accept submissions from external systems. Share JSON payloads with third parties. Process single or bulk requests without writing custom code.
Pre-populate forms using five methods: dropdowns, picklists, dynamic data tables, URL parameters, or record IDs. Reduce user effort and improve submission accuracy.
Full control over form styling. Customize containers, subsections, and individual elements to match your brand. No developer needed.
No-code control
Build and manage forms with visual mapping and validation tools.
Faster intake
Deploy customer-facing intake forms and request portals with pre-fill and uploads.
Security boundary intact
Keep submissions in Salesforce and retain logs for governance and audit workflows.
Workflow automation
Replace email and spreadsheets with structured form-driven data collection.
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
A few simple setup requirements before launching Jpetto Links inside your Salesforce org.
Works across Salesforce editions with native deployment patterns.
Needed to install, configure permissions, and complete initial setup.
Ensures trusted org routing and secure app access configuration.
Optional branding layer that can be enabled after go-live.
Join organizations already using Jpetto Forms to collect data, create records, and automate workflows, all within Salesforce.
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