Salesforce-Native Form Builder

The only form builder
that is Salesforce.

Create leads or run your entire awards program inside Salesforce. Built for nonprofits, foundations, and B2B teams duct-taping integrations to disconnected form tools.

Live in 14 days.
Start with a free trial.

Describe the form you need and watch CODEN draft it in about a minute. Try it now

See it in action

Watch CODEN build a real form,
start to finish.

A short walkthrough: describe a form, watch CODEN draft it, and see every submission land as a Salesforce record. About a minute, captions on.

Prefer a person?

The Everyday Problem

You didn’t buy Salesforce to
keep copy-pasting into it.

Your forms live in one tool, your reviewers live in email. Every scholarship cycle, every award nomination, every lead. Someone exports a CSV, someone re-keys it into Salesforce, someone forgets a step, and a candidate falls through.

Your data lives in four places where
they don’t talk to each other.

Web form
→
CSV export
→
Spreadsheet
→
Middleware
→
Salesforce
→
Lost lead
The Salesforce-Native Fix

One install. Inside your Salesforce org.
No middleware. No silos.

Forms that are Salesforce

Submissions create Leads, Contacts, or any custom object the moment someone hits submit. No middleware. No sync delays. No data sitting in a third-party vault.

A 2026 form builder

Drag-drop builder, 25+ field types, conditional logic, multi-step, conversational Focus Mode, dark mode, your fonts, your CSS. Prettier than the standalone tools. Smarter than the other native ones.

No more Google sheets

Rubrics, panels, peer visibility controls, outcome categories with award caps. Built for scholarship committees and nomination judges who currently live in shared Google Sheets.

CODEN AI
SAASTEPS Forms + CODEN AI

Build trustable AI agents in Salesforce, the easy way.

Pair SAASTEPS Forms with CODEN AI and you build guided, form-backed agents that run native in your org. Because the agent follows the form, every step is deterministic and auditable. Trustable by design, and a marketing person can build it.

  • Easy to build.CODEN AI helps you build and edit the agent. No code, no data-science project.
  • Trustable by design.Form-backed and deterministic, so every conversation stays on script and every step is auditable.
  • Native and flat.It runs in Salesforce, the record exists the moment someone finishes, at $97 a month after your free trial. CODEN AI is included at no extra charge.

Forms agents handle structured, guided jobs and we go live with you on one short call.

Built for the way you actually use forms

Awards. Scholarships. Grants. Volunteers. Members. Leads.
If it ends in a Salesforce record, we run it.

Awards & Nominations

Nomination forms, reviewer panels, scoring rubrics, and award caps. All inside Salesforce. Replace your form tool, your spreadsheet, and your email chain in one install.

Scholarship Programs

Capture applications, route to committee reviewers, enforce eligibility rules, and track decisions on the candidate’s contact record. Award cycle → closed in days, not weeks.

Foundation Grants

Grant applications that drop straight into your existing grant-management process. No CSV imports. No middleware. No missing fields. Disbursements stay linked to the original submission.

Volunteer Applications

Sign up volunteers, auto-assign by region or chapter, and surface them on the right contact record. Ready for your chapter leads to onboard on day one.

B2B Lead Capture

Branded forms with UTM tracking, instant Lead-record creation, and round-robin owner assignment. Stop paying Marketo to do what Salesforce already does.

Member Onboarding

New-member signups create Contact + Account + Opportunity in one submission. Collect dues with SAASpay or Stripe, send welcome emails, and assign chapters, all from the same form.

Start today

Install today.
Capture in
Salesforce
by Friday.

Four steps. No consultants.
No discovery call.

  1. 01
    See it in your org
    30 minutes

    We install the managed package with you, assign the Designer permset, and get you inside the builder before the call ends. No consultants. No separate discovery call.

  2. 02
    Build your first form
    Same day

    Drag fields. Drop in conditional logic. Point each field at a Salesforce object. Brand it with your fonts, your colors, your favicon.

  3. 03
    Publish and capture
    Next 48 hours

    Embed on your site, email the link, or drop it on a record page. UTM tracking, captcha, draft-save-and-resume, Stripe payments are on by default.

  4. 04
    Route and review
    Within a week

    Submissions auto-create records. Reviewers get panels, rubrics, and scoring. Winners get templated emails. You get your Saturdays back.

Everything in the box

Eighteen features, all native.
No bolt-ons. No middleware.

  • Native Salesforce
    Data never leaves your org. Native managed package.
  • 25+ Field Types
    Short text to matrix grids to file uploads to Salesforce lookups.
  • Conditional Logic
    Show, hide, or branch fields based on prior answers.
  • Multi-Step Forms
    Break long forms into painless pages.
  • Focus Mode
    One question at a time. Conversational completion rates.
  • Reviewer Workflow
    Rubrics, panels, outcome categories, award caps.
  • Auto-Record Creation
    Submit = Lead, Contact, or any custom record.
  • Email Templates
    Library + per-record overrides + native templates.
  • Full Branding
    6 bundled fonts, BYO fonts, CSS, favicons, dark mode.
  • Draft Save & Resume
    Long applications, zero lost work.
  • Built-In Payments
    SAASPAY or Stripe on your own account. Server-verified charges.
  • UTM + Captcha
    Attribution in, bots out, on by default.
  • Webhooks & Apex Hooks
    Extend anything you need to extend.
  • Designer Permset
    Let marketing skin forms without touching SF config.
  • CODEN AI Insights
    Summaries, question insights, and answers about your responses.
  • AI Agent Mode
    Forms that greet people and chat them through every question.
  • Voice Conversations
    Spoken replies and hands-free call mode. One-paste setup.
  • One-Click Public Site
    The setup wizard builds and publishes your forms site for you.
Flat
$97
per month
Unlimited users.
No per-seat tax.
Every feature, CODEN AI, and 1,000 submissions a month included.
Live in 14 days
Or start with a free trial

One short call and our team installs
it with you. Live in 14 days.

Zero-risk start

Try it before you trust us.

One promise. No fine print.

Start with a free trial.

Build real forms and watch real records land in Salesforce before you pay anything. If it’s not a fit, end your trial at no charge. When you keep it, a flat $97 a month for your whole org. No per-seat tax, no setup fee, and no charge for extra builders or reviewers.

Questions, answered

Everything you’re wondering before you book.

Still have a question? Email contactus@saasteps.com and you’ll hear from our team personally, usually same-day.

Last call

The next application cycle is coming
whether you’re ready or not.

Every week you wait is another nomination cycle lost to spreadsheets. Install the package, build a form today, ship it this week.

  • Start with a free trial.
  • We build your first form with you on the call.
  • Live in 14 days. No admin or developer needed.
  • $97 a month, flat per org. Unlimited users. No per-seat tax.

Takes 60 seconds. Then grab a time and we show you SAASTEPS Forms running in your own org.

Built on Salesforce. Lives in your org.

© 2026 SAASTEPS, Inc. All rights reserved.Native Salesforce. Your data, your org.