Apex Chef for Salesforce
A suite of Salesforce packages built around one form engine, so new business apps start from shared parts instead of from scratch.
01The problem
Separate Salesforce tools each bring their own data model, setup pages and logging. Every new business process becomes another tool that looks and behaves differently, and another integration to maintain.
Who has it: Salesforce teams that need forms, checklists and data checks without building each one from the ground up.
02How it works
At the centre is a form engine that knows nothing about any business domain. You design a form once; people fill it in on desktop or phone, and the answers attach to any record. Optional capabilities, such as file and photo capture, are separate packages you add only when you need them.
On top of the engine sit apps for real business flows: capturing leads at events, filing audits, checking VAT numbers and company registrations, guiding onboarding, and more. Every app is a managed second-generation package and runs on the same foundation, so they look and behave like one product.
Apps in this suite
- Business Registration Confirm a company against its official register, country by country, through one swappable provider pipeline.
- Data Retention Turn a retention policy into one configuration record instead of a custom purge job.
- User Provisioning Automate a user's access from first SSO login through offboarding.
- Signature Pad Capture a signature on any WebForm and store it as an image, like a photo answer.
- Geolocation Capture a device's location on any WebForm, without writing code.
03How to get it
- Ask for a demo30 minutes, about which processes it should cover.
- Try it in a sandboxInstalled in your sandbox with your own test data.
- Licence and go liveA written offer, then installed in production.