How can I complete Salesforce inspection forms offline?
With Formyoula, your team can complete safety, asset and site inspection forms without Wi-Fi or mobile coverage. Capture checklist answers, notes, photos and signatures in the mobile app, then create or update mapped Salesforce records when the device reconnects.
How it works
- Build your checklist. Drag fields onto a form for inspection questions, notes and sign-off.
- Connect Salesforce. Map answers to standard or custom objects, such as a custom inspection object, and configure related records.
- Prepare before the visit. Load the form and required Salesforce data while connected. Test the complete workflow in airplane mode before rollout.
- Inspect offline, then sync. Collect answers and supporting files on site. Entries remain on the device until it reconnects and submits them to Salesforce.
Keep inspection evidence with the record
- Checklists and notes: standardise questions across sites.
- Photos and sketches: document equipment condition and findings.
- Signatures: capture sign-off alongside inspection answers.
- Record lookups: search Salesforce data offline and pre-fill forms.
- Related records and PDFs: configure related records and attach the form entry as a PDF.
Three workflows to start with
For a safety walk, build a checklist of site conditions with photos and a signature. For an asset inspection, collect condition notes against the relevant Salesforce record. For a site visit, record findings in your custom inspection object. These are example configurations, not pre-installed templates or compliance certifications.
Frequently asked questions
Can inspection teams capture photos and signatures offline?
Yes. Formyoula supports offline photos, signatures and sketches. Files can be saved to Salesforce as Chatter files, attachments or documents.
Can an inspection update a custom Salesforce object?
Yes. Map form fields to standard or custom Salesforce objects to create or update records when the device reconnects.
Does an offline checklist guarantee regulatory compliance?
No. Review your checklist, permissions and inspection process against the requirements that apply to your organisation.
Put your workflow to the test
Compare plans and pricing, read about offline forms for field workers, or follow the offline photos and signatures guide.