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Knowledge Base

  1. Getting Started →

    1. Create a Salesforce Form
    2. Purchasing Formyoula Licences
    3. Capturing Form Entries With Formyoula Mobile Web App
    4. Convert Salesforce objects to Formyoula forms
    5. Adding Users And Form Sharing

  2. Create Salesforce Records →

    1. Create New Account Record
    2. Create New Contact Record
    3. Create New Lead Record
    4. Create New Campaign Record
    5. Create New Lead Record as a Campaign Member to an Existing Campaign Record

  3. Connections →

    1. Creating Form Connections
    2. Connect your forms with Salesforce objects
    3. Email Connection
    4. Attach Form Entry PDF to a Salesforce Record
    5. Create or Update Lead Records in Salesforce by Using the Upsert Functionality

  4. Salesforce →

    1. Use Repeat Groups to Create Salesforce Child and Related Records on Your Mobile Forms
    2. Lead Capture With Business Card
    3. Create Salesforce Event with Multiple Attendees
    4. Common Salesforce Record Errors
    5. Testing Formyoula In Your Salesforce Sandbox

  5. FAQ →

    1. Do you provide Non Profit Discounts on Licences?
    2. Do you provide tiered pricing?
    3. What is this website link when installing app from Salesforce AppExchange?
    4. Can I use Chatter Free users with Formyoula?
    5. What Mobile Devices and OS Versions are Supported/Recommended by Formyoula?

  6. Mobile →

    1. Where to find the Formyoula mobile applications?
    2. Offline Salesforce Lookups
    3. Adding Form Entry List Views Fields
    4. Sign out from mobile application
    5. Making Your Form Fields Required

  7. Demo Videos →

    1. Salesforce1 Quick Action Menu For Launching Formyoula Forms
    2. Formyoula Mobile Offline Demo for Salesforce
    3. Multiple Salesforce Records With a Single Form
    4. Formyoula Offline Use Case Demo Videos
    5. Salesforce Offline Case Assignment via Email

  8. Guide Videos →

    1. Formyoula for Salesforce - Mobile Digital Forms
    2. Formyoula Setup and Deployment Overview
    3. Install Formyoula from the AppExchange
    4. Formyoula Mobile Forms - Expense Claim
    5. Salesforce Mobile Forms - Retail Store Report

  9. Form Management →

    1. How to delete a form from your Formyoula account
    2. How to unarchieve a form from Formyoula account

  10. Billing →

    1. View billing, download receipts and add company details
    2. Update Credit Card Information
    3. Cancel Subscription

  11. Custom Code →

    1. Get and Set Formyoula Field Values Using the Javascript Elements
    2. Capture GEO Location on Form Entry Submission
    3. Change The Formyoula App System Button and Label Language
    4. Custom Controlling Field Logic
    5. Form Auto-Submission When Users Are Idle

  12. All articles →

    1. Where to find the Formyoula mobile applications?
    2. Create a Salesforce Form
    3. Salesforce1 Quick Action Menu For Launching Formyoula Forms
    4. Formyoula for Salesforce - Mobile Digital Forms
    5. Use Repeat Groups to Create Salesforce Child and Related Records on Your Mobile Forms
    263 articles →

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