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Fluid Form - Features
Platform Features

Other tools export CSVs. Fluid Form writes to Salesforce.

Built from the ground up for Salesforce—no middleware, no manual imports, no broken integrations.

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100% Salesforce Native

No external servers, no data leaving your org. Fluid Form lives entirely within Salesforce, so your data stays secure and compliant.

  • Zero External Dependencies All data stays in your Salesforce org
  • AppExchange Certified Security reviewed and approved
  • Real-Time Sync Submissions write instantly to records
Your Salesforce Org
Fluid Form
Contact
All data stays inside Salesforce
AI-Powered

Text, Image & PDF to Form

Upload a document, paste text, or snap a photo of a paper form. Alfred AI instantly converts it into a fully functional Fluid Form.

  • Document Upload PDFs, images, Word docs supported
  • Smart Field Detection Automatically identifies field types
  • Instant Generation Form ready in seconds, not hours
intake_form.pdf
Full Name
Email Address
Phone Number
Generated by Alfred AI

Deploy Anywhere

Embed forms in Screen Flows, LWR Experience Sites, or any external website. One form, infinite possibilities.

  • Screen Flows Drop forms into any flow
  • Experience Cloud Native LWR site integration
  • External Websites Embed via iframe or web component
Your Form
⚡ Screen Flows
🌐 LWR Sites
🔗 External

Smart Field Automapping

Select your target object and Fluid Form automatically maps fields based on type and label. Fine-tune in seconds, not hours.

  • One-Click Setup Select object, fields map automatically
  • Type Matching Text, picklist, date — all detected
  • Manual Override Full control when you need it
Full Name Text
Contact.Name ✓
Email Email
Contact.Email ✓
Status Picklist
Contact.Status__c ✓

Built-in Form Analytics

Track submissions, completion rates, drop-off points, and field-level engagement—all within Salesforce reports and dashboards.

  • Submission Tracking Every form submission logged
  • Drop-off Analysis See where users abandon forms
  • Native Reports Build dashboards with standard tools
Form Performance Live
1,247 Submissions
78% Completion
Start Step 2 Step 3 Step 4 Submit
Completion Funnel

Full Styling Control

Match your brand perfectly with custom colors, fonts, spacing, and layouts. No CSS required—but available if you want it.

  • Visual Theme Editor Point-and-click customization
  • Brand Colors & Fonts Match your organization identity
  • Custom CSS Advanced control when needed
Primary
Background
Radius