Salesforce Guide
Native Salesforce Forms
When to use native Salesforce forms and when to extend with an external builder.
Native Salesforce tools can cover basic internal use cases, but external-facing workflows often need more flexibility.
When native works best
- Internal teams with small audiences
- Simple forms without conditional logic
- Limited branding requirements
When to extend with BreezyBit
- External audiences or public-facing forms
- File uploads, signatures, or payments
- Advanced validation and routing
Native vs. external comparison
Native Salesforce forms
- Limited design and UX control
- Minimal reporting on conversions
- Basic validation options
BreezyBit forms
- Full control over UX and validation
- Faster deployment with templates
- Built for analytics and automation
Bottom line
Bottom line: use native tools for internal basics, and extend with BreezyBit when data quality and UX matter.
FAQ
Can I start native and upgrade later? Yes. You can migrate to BreezyBit while keeping existing Salesforce fields.
Does BreezyBit replace existing workflows? It integrates with your current objects and automation.
Is it secure for public forms? Yes. BreezyBit supports secure, validated external collection.
Next steps
Explore the product: BreezyBit Form & Survey Builder.