Redefine Salesforce data
collection with
100% native application, declarative configuration, smart data driven logic, advanced data connectivity, interactive experiences

Intelligent, secure, and flexible dynamic forms app with real-time logic.

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Key Capabilities

The capabilities we offer are specifically designed to meet your business needs.

Salesforce-native. Admin friendly. Low-Code.

Admins can configure logic and rules via expressions. No middleware, external APIs, or sync required. All logic/data resides in Salesforce.

Data Driven Reactive Condition Evaluation

Reactive logic that re-evaluates field states, visibility, and defaults on every user interaction, delivering accurate, dynamic, and context-aware forms across all devices.

Pluggable Data Providers (SOQL/APEX/REST)

Empower admins / end users with no-code configuration using advanced data providers to create tailored, enterprise-grade form experiences.

App Preview

See it. Love it. Deploy it.

Don't take our word for it. Review the experience for converting your Big Ideas to reality with easy configuration.

Wizard

Configuration

Steps and Groups

Configuration

Data Provider

Configuration

Fields

Configuration

Expression Condition

Configuration

Request

Assignment

Desktop / Laptop

Experience

Tablet

Experience

Mobile

Experience

Use Cases

Sectors and Digital Forms

OnliForm can be used across virtually every sector to capture data, automate workflows, and streamline interactions.

Healthcare

  • Patient intake / registration form
  • Telehealth consent and screening form
  • Medical history questionnaire
  • Appointment scheduling / cancellation form
  • Insurance verification and claims submission form

Education

  • Student enrollment / application form
  • Course registration and waitlist form
  • Scholarship and financial aid application
  • Parent/guardian permission and emergency contact form
  • Feedback / course evaluation survey

Banking

  • New account opening form
  • Loan application and document upload form
  • KYC / identity verification form
  • Credit card dispute or chargeback form
  • Investment suitability / risk assessment questionnaire

Retail / E-commerce

  • Product order and checkout form
  • Returns and refund request form
  • Customer satisfaction / NPS survey
  • Wholesale or vendor application form
  • Gift registry or wish list submission

Hospitality

  • Hotel reservation and special requests form
  • Guest feedback and review form
  • Event or group booking request form
  • Travel booking change / cancellation form
  • Loyalty program enrollment form

Real Estate

  • Rental application and tenant screening form
  • Maintenance request and work order form
  • Property showing / open house registration
  • Lease renewal or termination notice form
  • Seller / buyer information and disclosure form

Legal / Compliance

  • Client intake and conflict check form
  • Contract review request and document upload form
  • Incident or compliance reporting form
  • Consent and authorization forms (e-sign)
  • Case status update and intake questionnaire

Manufacturing

  • Work order submission form
  • Quality control inspection checklist form
  • Supplier onboarding and qualification form
  • Safety incident / near-miss report form
  • Production change request form

Nonprofit

  • Volunteer signup and availability form
  • Donation and donor information form
  • Event registration and ticketing form
  • Membership application and renewal form
  • Program participant intake and consent form

Entertainment

  • Filming consent and talent release form
  • Event registration and ticket purchase form
  • Venue booking and rider requirements form
  • Sponsorship and partnership inquiry form
  • Audience feedback and post-event survey

Publishing

  • Author manuscript submission form
  • Rights and permissions request form
  • Editorial review and revision checklist form
  • Subscription and mailing list signup form
  • Advertising placement and rate request form

Insurance

  • New policy quote request form
  • Claims submission and incident report form
  • Policy change or renewal request form
  • Proof of loss and document upload form
  • Cancellation or grievance/complaint form

Automotive

  • Service appointment booking form
  • Vehicle inspection and mechanic report form
  • Test drive request and driver consent form
  • Parts order and warranty claim form
  • Trade-in appraisal or vehicle valuation form

Construction

  • Daily site report and progress log form
  • Safety incident / near-miss report form
  • Change order request form
  • Subcontractor onboarding and prequalification form
  • Material delivery and inspection checklist form

Pharmaceuticals

  • Sample request and tracking form
  • Adverse event / safety reporting form
  • Clinical trial participant screening/enrollment form
  • Batch release and quality check form
  • Regulatory submission or documentation request form

Telecommunications

  • Service order / new connection request form
  • Outage report and trouble ticket submission form
  • Site survey and installation assessment form
  • Equipment return / RMA and warranty claim form
  • Technical support / escalation request form

Utilities and Energy

  • New service / meter install request form
  • Meter reading submission and usage reporting form
  • Service outage report and restoration status form
  • Safety inspection and compliance checklist form
  • Customer rebate or energy-efficiency program application form

Key Features

We bring solutions to make life easier.

Secure data residency and speed to market with below features

All control visibility, required/read-only states, and default values can be determined at runtime via expressions and are re-evaluated on every update.

Supports SOQL, orchestrated SOQL, REST, and Apex as data sources for picklists, record lookups, etc.

Packed with pre-configured, form-aware components and controls, the app delivers instant value from day one (no setup required). And when you are ready to go further, extend it effortlessly with custom-built Lightning Web Components (LWCs), tailored data providers, and advanced validation logic.

Native Salesforce file storage, versioning, and permission-aware access. Supports encryption and masking at rest; permission-based access to encrypted fields.

Whether you're an admin configuring with clicks or a developer customizing with code, this app delivers. Out-of-the-box simplicity empowers no-code and low-code users to launch fast - while full extensibility through Apex and JavaScript gives developers the control to tailor every detail.