Create sleek forms from Salesforce.
ABOUT
What is
SVF Cloud for Salesforce?
are perfectly reproduced on Salesforce.
A cloud form service that
supports various output methods.
Design and output a variety of forms from Salesforce
and applications on Force.com.
- Source: *1 Total package version and cloud version (end of February 2022).
Highly evaluated by Salesforce users
SVF Cloud for Salesforce was
greatly preferred
by Salesforce users in 2021
*Source: AppExchange's Top Picks for 2021 and 2021 AppExchange Most Popular App Ranking by Industry, AppExchange site by Salesforce Japan
Advantages
SVF Cloud for Salesforce has three key advantages
Highly compatible with Salesforce
Set up form output from Salesforce in just three steps
STEP 01
Select objects
and columns
Select the objects to generate the print button for
and the items to use in the form
STEP 02
Form design
Drag and drop the items selected in STEP 1
to the designer to combine them
STEP 03
Create the print button
Select an output pattern
and create the print button
Seamlessly output forms
from Salesforce every time
Ease of form design and expressive power
Easily design forms without any programming
Users can create their own forms from Salesforce, ranging from fixed forms to complex variable forms.
SVF Cloud for Salesforce's form design tool
makes it easy to design and revise forms,
thereby lowering costs and improving convenience.
Integration that speeds up digitization
Using SVF Cloud for Salesforce
together with WingArc1st's document solutions
will lead to further business improvements centered on Salesforce.
with AI OCR. Perform document management
while importing to Salesforce.
with just one button
Features
SVF Cloud for Salesforce comes with many features that meet customer form requirements.
Form design
SVF Cloud for Salesforce comes with a form design tool that does not require any programming.
Users can maintain forms by themselves, which helps cut costs and man-hours and makes operations more convenient.
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Cloud Designer
PDF Import
Import existing PDF forms
and reproduce rule lines and static text in bulkMore information
PDF Import
Cloud Designer
- Import PDF files and and reproduce rule lines and static text in bulk.
- The form layout will be automatically created from the PDF file.
- Since forms can be automatically created based on existing forms, the man-hours required for creating form layouts can be dramatically reduced.
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Cloud Designer
Import paper forms
Import scanned paper forms
and use them as drafts.More information
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Cloud Designer
Reproduce accurate form layouts
Easily design a form with a flexible layout that changes according to the content and number of records
More information
Reproduce accurate form layouts
Cloud Designer
- Users can create their own forms, from fixed forms to complex variable forms. Form design can be done without any programming.
- The high development productivity of the form design tool Cloud Designer greatly reduces the man-hours needed to implement forms, eliminating the need for outsourcing.
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Cloud Designer
Sample form
80 types of sample forms, including legal forms, are available for free.
More information
-
Cloud Designer
Multi-layout
You can merge multiple forms and
output them as a single form.More information
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Cloud Designer
Support for barcodes
SVF cloud supports nearly all barcodes
and two-dimensional codes used globally.More information
Support for barcodes
Cloud Designer
- Design and output barcodes.
- The new standard, GS1DataBar, is a symbol standardized by GS1.
The GS1DataBar is a standard symbol used for marking all commercial products, including general consumer goods. Before standardization, it was called RSS but was unified as GS1DataBar in line with the standardization.
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Cloud Designer
Abundant fonts
You can use over 20 types of fonts
and output PDF files regardless of the environment.More information
-
Cloud Designer
Support for 26 languages
View and output forms
based on your specified language.More information
Support for 26 languages
Cloud Designer
- You can present charts that contain multiple elements such as numeric axes, item axes, and series in multiple languages by setting the attribute expressions for each element.
日本語, English, 中国簡体字, 中国繫体字, Korean, French, Czech, Thai, Spanish, German, Italian, Dutch, Indonesian, Irish, Polish, Swedish, Norwegian, Malay, Catalan, Hungarian, Romanian, Russian, Greek, Vietnamese, and Turkish
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Dynamic switching between form layouts
You can merge multiple forms and
output them as a single form.More information
Dynamic switching between form layouts
- During form output, you can dynamically switch the form layout to be used depending on the Salesforce item value of the record to output.
- You can set a button to link a specific Salesforce item value with a form layout. A single button can produce different form designs, improving convenience for both designers and users.
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Excel/Word design
Design forms using
the Excel and Word add-in.More information
Form output
Map Salesforce data to the form layout
and output forms using the button placed in the Salesforce layout.
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Bulk output/list output of forms
You can perform bulk output or list output
of multiple records selected from
the Salesforce list view.More information
-
PDF output
Output individual PDF files, zip files,
multilingual PDF files, PDF passwords,
and embedded fonts.More information
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Direct printing
Print directly from a designated printer
without the need for a VPN, leased line,
or firewall settings.More information
Direct printing
- Print directly from SVF Cloud to a printer connected to a terminal that has SVF Cloud Agent installed.
- SVF Cloud Agent communicates to SVF Cloud via HTTPS for printing
and you do not need to set special firewall settings or install a VPN. - By deploying SVF Cloud Agent on multiple terminals, you can carry out direct printing automatically in a redundant environment.
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Excel/Word output
Use the form layout created
in the Designer to output forms on
Excel and Word from Salesforce.More information
-
Document management / Compliance with Electronic Book Storage Act
Link to invoiceAgent Documents
to store forms electronically
and comply with the Electronic Book Storage Act.More information
Document management / Compliance with Electronic Book Storage Act
- invoiceAgent Documents is a form utilization solution that stores electronic documents.
- Transfer PDF forms output by SVF Cloud to a designated folder in invoiceAgent Documents.
- invoiceAgent Documents also supports compliance with the Electronic Book Storage Act for the electronic storage of national tax-related documents such as invoices and quotations.
Click here to learn about invoiceAgent Documents
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Output from the
Salesforce mobile appUse the app to output from mobile devices,
such as iPhones and iPads,
similar to output from a PC.More information
Output from the
Salesforce mobile app- Use the Salesforce mobile app to output from mobile devices, such as iPhones and iPads, similar to output from a PC.
- Display the preview screen from the print button placed in the action area of Lighting Experience ad output forms using your preferred output method.
- On the preview screen, you can drag, zoom in/zoom out, and swipe left/right.
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Send by mail
Send output forms to
specified email addresses.More information
-
Send by fax
System integration with BizFAX Smartcast's
internet-connected service
enables you to send forms by fax.More information
Form management
SVF Cloud for Salesforce employs preventive measures
to protect customers' confidential information.
Security assurance
SVF Cloud for Salesforce supports the encryption of communications using HTTPS, access authentication using OAuth, and security using timed tokens and one-time tokens
Privacy protection
Form data is deleted immediately after creating PDF or print data, protecting customers' privacy.
Usage status, logs, and trail management
SVF Cloud Manager lets you manage SVF Cloud information for each output environment (production and Sandbox organizations).
It stores print status, usage status and printed operating status as logs, which can be used as a trail should there be unauthorized use, as well as an audit trail.
SVF Cloud Manager
Usage
Resource management
(Form files and image files)
Agent and printer management
IP address restrictions
- Restrict Manager login and WebAPI/Agent communication to trusted networks
- Manager enables terminal authentication
