SharinPix Forms
Overview
SharinPix Forms are a powerful way to capture, organize, and manage data within Salesforce, even when offline. By leveraging intuitive, customizable forms, organizations can streamline data collection processes, improve record management, and enhance visual documentation. These forms are designed to work seamlessly with Salesforce objects and can also integrate media such as images, sketches, signatures and much more to enrich the captured data.
Structure of Forms in Salesforce
The key objects that make up the form structure include:
-
Form Template:
This is the primary record that defines the overall layout and metadata for a form. It is created using the SharinPix Form Template Editor and contains essential information like the form's name, description, and configuration settings. -
Form Elements:
These are the individual components that make up the form's interface. Each element—whether it’s a text field, checkbox, or media capture tool—can be added, arranged, and configured within the form template. For more details on the various types of form elements, please see our Form Elements Documentation. -
Form Response:
Once a form is deployed and filled out, each submission is captured as a form response. This object not only stores the respondent's answers but also the questions presented, ensuring that both questions and answers are retained for future reference and reporting.
Key Benefits
SharinPix Forms is built exclusively for Salesforce, enabling administrators to fully leverage its native capabilities. By merging SharinPix’s seamless integration of images and other media directly into forms, it provides an easy-to-use solution for Salesforce admins. This integration allows visual documentation to work hand in hand with traditional data capture, with forms, responses, and rich media managed as native Salesforce objects. As a result, admins, as well as standard users, can easily utilize standard workflows, reporting, and automation while capturing visually rich data.
Integration with Other Components
SharinPix Forms can be paired with additional SharinPix components, such as the Mobile Form Launcher. This integration allows users to:
- Access forms on mobile devices.
- Capture real-time data in the field.
- Ensure that mobile submissions are seamlessly integrated with your Salesforce records.
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