One of the key roles of a Salesforce administrator is to provide field teams with tools that streamline their work and improve data accuracy. Or they may want to give their power users the ability to upgrade their provided tools, new processes, questions, or required information.
With this goal in mind, we're excited to introduce SharinPix Forms, a new extension for your Salesforce that combines the existing user habits and flexibility of mobile forms with AI and photo power to revolutionize field inspections and documentation. Whether you're managing inspections, audits, or any other field data collection process, SharinPix Forms makes it easier, faster, and more accurate — all directly within your Salesforce environment.
Take a look at the new functionality for yourself in this demo video:
In the past, field workers often had to rely on paper forms, complex mobile apps, or manual data entry to capture information in the field. At the same time, admins had to recreate forms for every micro change needed on the field side. With SharinPix Forms, you can seamlessly integrate mobile data collection into your Salesforce platform, using advanced AI technology to automate and simplify the process. Let’s explore the key features that make SharinPix Forms stand out.
1. Generate Forms from Existing Paper or Digital Forms
One of the most exciting features of SharinPix Forms is the ability to generate new digital forms from your existing documents. Whether you're working with old paper forms or existing digital PDFs, the process is simple.
- Upload a PDF or take a photo of your paper form, and SharinPix’s AI technology will instantly create a new digital form with all the same fields and data points.
- The form elements automatically link to Salesforce fields, making data capture to Salesforce a breeze.
- No more manually retyping information or re-creating forms from scratch. SharinPix Forms takes the hassle out of form creation, saving you valuable time.
For example, if your field team is currently using a paper form to check in and out of equipment rental, you can take a photo of the paper form, and the system will automatically convert it into a fully functional digital form ready for your team to use on a mobile device in the field.
2. Rich, Limitless Data Collection Capabilities (SharinPix Visual Tool Kit)
Your field team will be thrilled when they find out all the different tools they’ll have to choose from. SharinPix Forms supports a wide variety of data input types, allowing them to capture everything they need in the field, no matter how complex the task. Here are a few examples:
- Photos: Document inspections, status updates, before-and-after comparisons, and more.
- Videos: Record real-time footage for visual context (think about a leaking faucet that can’t be shown in a still photo).
- Documents: Scan physical documents for quick digitization (such as an older client invoice that will be nice to have on the record).
- 3D Scanned Floor Plans: Document building layouts and/or room configurations to get a 3D twin available for review at a later time for measurements and turning into a 2D floor plan (Note: must have a LIDAR-compatable mobile device to use this feature).
- Sketches: Place assets an a plan or show in a sketch what you are seeing in the field.
This rich set of tools ensures that your field teams have everything they need to document their work comprehensively and accurately. With SharinPix, there are no limits to the types of information you can collect from the field, making sure field technicians capture the full story every time.
3. Magic Fill: Effortless Data Entry with AI-Powered Image Recognition
SharinPix’s AI Magic Fill feature brings next-level convenience to data entry, eliminating manual effort while reducing errors. This tool is particularly useful when dealing with long serial numbers, barcodes, or other complex data entries.
- AI-Powered Image Recognition: Simply use your mobile device’s camera to capture a photo of the information you need, such as a long shipping number on a delivered package, and SharinPix will automatically recognize and enter the data into the appropriate field on the mobile form and into Salesforce.
- Error Prevention: If the AI detects an illegible photo, it will prompt the user to retake the picture, ensuring that only accurate data is entered.
- Salesforce Integration: Magic Fill is available as a general component that can be added to Salesforce Flows, allowing you to integrate this functionality across your existing processes, capturing field info directly into Salesforce.
For example, imagine a field worker is tasked with capturing the consumption reading of a water meter for their inspection report. Using Magic Fill, the field worker simply takes a photo of the meter, and the AI will automatically extract the consumption number from the image and populate the corresponding Salesforce field.
However, if the field worker accidentally photographs an electricity meter instead of a water meter, the AI will recognize the discrepancy and prompt the user to reconsider the photo. The system will notify them that the captured image does not match the expected type of meter (based on the number style, type of meter, or other visual data), helping to prevent errors and ensuring that only accurate, relevant data is recorded. This AI-driven feedback not only reduces the chances of manual mistakes but also saves time by guiding the user to correct their input immediately.
To see how Magic Fill works in a flow, check out this article or this video demo:
4. AI-Powered Post-Inspection Insights
Once your field team completes the inspection, SharinPix Forms uses AI to generate detailed post-inspection summaries based on the collected data. These summaries can highlight important areas for follow-up or potential issues that need attention.
- Custom AI Prompts: Simply instruct the AI in plain language, and it will summarize the key points of your inspection report.
- Integrated with Salesforce: The AI-generated summaries are stored in your custom objects, ensuring other stakeholders on your team can access actionable insights directly in Salesforce.
With AI doing the heavy lifting, your team can focus on taking action, making repairs, doing installations, or chatting with customers instead of sifting through mountains of data to find critical insights.
5. Seamless Salesforce Integration for Increased User Adoption
The ultimate goal of SharinPix Forms is to help your team capture accurate, valuable data in the field with minimal effort. Because the tool integrates directly with Salesforce, you can ensure smooth workflows across the entire organization. The easy setup process means that your admin team won’t spend days configuring the system; it’s ready to go right out of the box. The intuitive interface ensures a low learning curve for your end users, increasing adoption and ensuring that data collection becomes second nature for everyone in the field.
Transform Your Field Inspections with SharinPix Forms
SharinPix Forms makes field data collection faster, more accurate, and easier by integrating directly with Salesforce. With a simple setup and an intuitive interface, your team can quickly adopt the tool and start collecting data with minimal training. The seamless integration ensures smooth workflows across your organization, reducing the time spent on paperwork and manual data entry.
By combining AI, image recognition, and Salesforce forms, SharinPix Forms helps improve data accuracy, reduce errors, and provide actionable insights from the field. If you’re looking to enhance your field documentation process and optimize your Salesforce workflows, SharinPix Forms is the solution you need.
Ready to Get Started with SharinPix Forms for Salesforce?
You can learn more by visiting our listing on the Salesforce AppExchange. There, you’ll be able to watch video demos and even start a 14-day free trial where you and your team can try our forms capabilities for yourself. Also, on the AppExchange, you’ll find a window where you can chat live with our SharinPix Visual Experts to ask any questions you may have about SharinPix Forms.
