General Questions
QuikForms is a comprehensive form management solution for Salesforce that provides a drag-and-drop form builder, reusable field library, multi-language support, advanced styling, and seamless integration with Salesforce objects. It enables you to create professional forms for customer contact, support requests, surveys, and more without coding.
Key capabilities include:
- Visual form builder with drag-and-drop field arrangement
- Reusable field library for consistency across forms
- Multi-language support with JSON-based localization
- Custom styling with themes and gradients
- Cloudflare Turnstile and honeypot protection for spam prevention
- Built-in analytics with views, submissions, conversion rates, and device tracking
- File attachment support up to 9MB
For more details, see the Overview section.
QuikForms requires Salesforce Developer Edition or higher (Professional, Enterprise, Unlimited). It uses Lightning Web Components, Visualforce pages, and Apex REST APIs that are available in these editions.
No coding required for basic form creation and management. The visual interface allows you to:
- Create forms using drag-and-drop
- Configure fields with point-and-click
- Apply themes and customize colors
- Set up validation rules using templates
Optional coding may be useful for:
- Custom HTML injection in forms
- Advanced regex validation patterns
- Custom post-submission workflows
- Integration with external systems
QuikForms supports three form types:
| Form Type | Purpose | Creates |
|---|---|---|
| Contact forms, support requests, inquiries | Case record | |
| Survey | Feedback forms, customer satisfaction surveys | Survey__c record |
| Chat | Live chat integration forms | Integrates with Salesforce Chat |
Learn more about form types in the Form Configuration section.
Yes! QuikForms is designed to work with Salesforce Sites and Experience Cloud. The Visualforce page (qf.page) can be embedded in Experience Cloud sites or accessed directly through your site domain.
To use QuikForms on Experience Cloud:
- Configure guest user permissions (see Security section)
- Enable Visualforce page access for your site
- Access forms at:
https://yoursite.force.com/apex/qf?fc=[form-id] - Optionally embed forms in iframes on Experience Cloud pages