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. Form Mass Sharing
  8. Conditional Fields
  9. Sign In To Formyoula Mobile With Partner and Communities Users
  10. Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects
  11. Create custom branded PDFs using the Formyoula PDF Editor
  12. Import Users From a CSV File
  13. Download Captured Form Entries as a CSV File
  14. Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment
  15. Create a Custom User Login Email Template for Your New Users
  16. The Difference Between Salesforce and Formyoula User Types
  17. Math Formula Field - For Simple Mathematical Calculations
  18. Custom Navigation Buttons
  19. Create Forms and Capture Form Entries in Any Language
  20. Formyoula Features
  21. How To Skip Form Pages Using Formyoula Custom Navigation?
  22. Change Salesforce Integration User By Changing Form Ownership
  23. Delete Users
  24. Restrict The Formyoula Users Page to Admin Users Only
  25. Assign Admin Privileges to Formyoula Users
  26. Edit Form Entries Directly From Your Dashboard To Resubmit Them
  27. Display Repeat Group Entries In Custom PDF Template Using Merge Fields
  28. Define dependencies between fields (e.g., dependent picklists)
  29. Formyoula Github Integration
  30. PDF Upload Form Element Guide
  31. How to Edit user Details and add Custom Attributes
  32. Installing Formyoula Mobile Web App on Windows and Mac desktop
  33. Salesforce Grid Element
  34. Graphic Element Base64 Option

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