Create a Salesforce Form

In this guide we will walk you through the process of creating a Formyoula form. If you have any questions please email us Support@Formyoula.com.

1. Go to Formyoula.com and clink "Sign In".



2. Click "Sign in with Salesforce" or "Sign in with Sandbox".



3. Click "Allow".



4. Click "New Form".



5. Click "Rename" to give your new form a name.



6. Forms can have one or more pages, give the first page a name and click "+".



7. Select fields from the "Drag & Drop Components" section.



8. Drag & Drop required fields on your form.



9. Click on the pencil icon and rename the form element.



10. Click "Save & Close" to save your form.



11. Click on "Actions" and select "Add/Edit Connections".



12. Select "Salesforce" as the connection type and click "Create Connection".



13. Select the Salesforce object you would like to link this form to and click "Save".



14. Map Form Fields to Salesforce Object Fields by clicking "Create Map".



15. Now click on the "Dashboard" link to navigate back to your dashboard.



16. Here you can see the Salesforce connection next to your new form.



17. Click on the "Get Mobile Apps" button to open the mobile application list.



18. Click on the "Mobile Web App" link. 



19. Click on the form you just created and fill in the details.



20. Now on the form entries screen you can see recently submitted forms.



21. On Salesforce you will be able to see the record you just created.











Getting Started

  1. Create a Salesforce Form
  2. Purchasing Formyoula Licences
  3. Convert Salesforce objects to Formyoula forms
  4. Adding Users And Form Sharing
  5. Exporting All Form Entries To Excel
  6. Form Sharing
  7. Conditional Fields
  8. Sign In To Formyoula Mobile With Partner and Communities Users
  9. Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects
  10. Create custom branded PDFs using the Formyoula PDF Editor
  11. Import Users From a CSV File
  12. Download Captured Form Entries as a CSV File
  13. Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment
  14. Create a Custom User Login Email Template for Your New Users
  15. The Difference Between Salesforce and Formyoula User Types
  16. Math Formula Field - For Simple Mathematical Calculations
  17. Custom Navigation Buttons
  18. Create Forms and Capture Form Entries in Any Language
  19. Formyoula Features
  20. How To Skip Form Pages Using Formyoula Custom Navigation?
  21. Change Salesforce Integration User By Changing Form Ownership
  22. Delete Users
  23. Restrict The Formyoula Users Page to Admin Users Only
  24. Assign Admin Privileges to Formyoula Users
  25. Edit Form Entries Directly From Your Dashboard To Resubmit Them
  26. Display Repeat Group Entries In Custom PDF Template Using Merge Fields
  27. Define dependencies between fields (e.g., dependent picklists)
  28. Formyoula Github Integration
  29. PDF Upload Form Element Guide
  30. How to Edit user Details and add Custom Attributes
  31. Installing Formyoula Mobile Web App on Windows and Mac desktop

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