In today’s fast-moving environment, organisations that depend on field operations need smart solutions that boost productivity, reduce errors, and streamline data collection. Relying on outdated manual processes, repetitive data entry, and inconsistent reporting can make essential tasks, like safety inspections and compliance checks, more time-consuming and prone to mistakes.
SharinPix Forms offers a solution specifically built for field teams. It integrates seamlessly with Salesforce, allowing users to capture structured data, take photos, and complete reports directly on-site. This leads to faster, more reliable field reporting and helps teams make better-informed decisions.
In this article, we’ll look at a real-world business use case that shows how a company can utilise SharinPix Forms to modernise its audit process, increasing efficiency and improving compliance results.
What is SharinPix Forms?
SharinPix Forms is a powerful tool built exclusively for Salesforce to revolutionise how field teams gather and record information.
Combining user-friendly mobile forms with advanced photo functionality and smart automation, SharinPix Forms delivers a modern, efficient approach to handling inspections, audits, and other field-related data tasks.
Previously, field teams depended on paper forms, multiple disjointed apps, or labour-intensive data entry methods that often led to mistakes, slow turnaround times, and insufficient visual documentation.
The best part? You can perform all these actions even when offline, ensuring uninterrupted productivity regardless of connectivity.
SharinPix Forms addresses these challenges by delivering a unified, Salesforce-native platform where users can:
- Fill out structured forms on mobile devices
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Capture photos, videos, sketches, and notes directly in the form
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Use AI capabilities to recognise and tag image content
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Submit data instantly to Salesforce without switching platforms
Whether it’s for compliance audits, equipment inspections, or any field service task, SharinPix Forms makes the process faster, smarter, and more reliable
Key Highlights of SharinPix Forms
1. Easy Form Setup
Forms can be built quickly in one of two ways: you can either design them from the ground up using a simple drag-and-drop interface, or use your mobile device to scan a paper checklist you already have. After scanning, the system uses AI to read the information and instantly turn it into a digital form, helping you save both time and manual work.
2. Rich Visual Experience
With a variety of visual tools at your fingertips, you can easily capture and document everything required on the field. This includes taking photos and videos, scanning documents, adding floor plans or aerial images, and more. You can also make notes, highlight key areas with annotations, use ready-made image templates, scan entire rooms, pull details from photos using AI, and include barcodes or tags as needed.
3. AI-Powered Magic Fill
Click a photo, and advanced image processing will automatically update the relevant fields in Salesforce. Whether it’s a barcode, tracking number, detailed text, or even the condition of a scene, the system understands the content and uses natural language prompts to enter the right information quickly and accurately.
4. Safety Audits
Collect on-site information along with photo proof to thoroughly document each case and reduce the chances of accidents or safety concerns. You can even scan a room in 3D to get a better view of the space, then create a 2D sketch to highlight key elements like emergency exits and safety gear locations.
5. Personalised Audit PDFs
The report includes a full summary of the inspection, along with all photos and answers provided during the process. You can personalise it by adding your company logo, client details, and inspector information, giving the final document a polished and branded appearance.
Business Use Case
Imagine a company that provides firefighting equipment to various clients, including residential buildings, corporate campuses, and industrial facilities. Their responsibility goes beyond just delivering products like extinguishers and alarms, they also conduct regular on-site fire safety audits to help ensure public safety and maintain compliance with regulatory guidelines.
Here’s how things used to work: a field representative would visit a client site, inspect the installed equipment, take handwritten notes or snap photos on their devices, and then later, sometimes days later, enter those details into the company’s system.
Solution
Let’s see how SharinPix Forms helps tackle these common field challenges and brings greater efficiency and structure to your on-site operations.
Navigate to SharinPix Forms on the AppExchange and click on the ‘Try It’ button to start your free trial of SharinPix Forms.
Fill in all the required information in Step 2, then click the ‘Continue to Installation’ button to proceed.
After completing the installation, go to ‘Installed Packages’ in the Setup menu to verify whether the package has been successfully installed.
On the Top left-hand side, click on App Launcher and select the ‘SharinPix Form Templates’
The SharinPix Form Template Editor is a tool in Salesforce that lets users easily create and manage their form templates. It uses a simple drag-and-drop interface, making it easy to add different types of fields, including options for capturing photos or videos, and preview the form.
Before accessing the SharinPix Form Template Editor, make sure the user has been assigned the SharinPix Forms permission set, as it is required to use the editor.
Within the ‘SharinPix Form Templates’ section, you can design and configure the form that field engineers will use during their surveys. In this example, we’ve created a form titled ‘Fire Safety Inspection Form’.
As shown in the image above, once your form is ready, you can click the ‘Test’ button to preview how it will appear to users.
For this business use case, we’ll add the SharinPix Form Launcher to the Contact object. To begin, open any Contact record, click on the gear icon, and choose ‘Edit Page’.
In the components panel on the left, search for ‘SharinPix Form Launcher’ and drag it onto the Lightning record page. Then, in the right-hand configuration panel, under ‘SharinPix Form Template Name or ID’ and select ‘Fire Safety Inspection Form’ and save the lightning record page.
In the Related List section of the Contact record, you’ll find the SharinPix Form Responses object. This is where all response records linked to that specific contact will be stored.
After setting up the SharinPix Form in your Salesforce org, proceed to download and install both the Salesforce mobile app and the SharinPix app from the App Store or Google Play Store.
Launch the Salesforce mobile app and go to any record within the Contact object. Click on the ‘Fire Safety Inspection Form’ button.
After clicking the button, you’ll be redirected to the SharinPix app, where the form will automatically open.
Complete all the required fields in the form and click ‘Save’.
A new record will then appear in the related list of the Contact record from which you opened the SharinPix Form.
Conclusion
SharinPix Forms brings a whole new level of efficiency to field operations by simplifying inspections, accelerating reporting, and ensuring every detail, notes and compliance check is captured accurately and stored directly in Salesforce. No more juggling between apps, scribbling on paper, or worrying about missed data.
The best part? All of this can be done even when offline, so your team stays productive no matter where the job takes them. Whether you’re conducting safety audits, equipment checks, or any kind of field visit, this tool helps your team stay organised, compliant, and efficient while delivering a professional experience your clients will appreciate.
Try out Forms by SharinPix for Salesforce today and let us know how you feel about it. Plus, feel free to drop a review in the Salesforce AppExchange
