Convert Salesforce objects to Formyoula forms

Using our Salesforce object to Formyoula form converter you can very quickly create mobile forms with offline support or online surveys. 

Go to https://app.formyoula.com and click "Sign In with Salesforce".


Click the "New From Salesforce" button on your dashboard.



First you will have to name your form, this name will be used to identify your forms.



Next you will need to select the object you would like to use for your form, Formyoula supports new record creation, updates to created records and existing record updates. 



After selecting the object you can select the fields that you would like to appear on the form, all Salesforce field types are supported including Lookups. So for example you can use the account lookup field on a contact to link new contacts to existing accounts in Salesforce on your forms.



Before you create the form you can select few additional options. "Push Updates" - This option will enable form entry updates to be pushed to Salesforce. "Enable PDF Attachments" - If enabled will create a PDF version of the captured form entry with all the fields and rich media like photos and signatures included. This will be attached to the newly created or updated record. "Enable as a Survey/Public form" - This option will make the form accessible via a url as a survey or you can use the short HTML code to embed the form on your website.



When ready click the "Create Form" button.



Now you will see the new form on your dashboard. To test the form on our mobile web app click the "Try" button.



Native iPhone, iPad and Android applications can be found on the app stores, just search for "Formyoula". 





To enable Formyoula on your Salesforce1 mobile please contact us support@formyoula.com.



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

Feedback and Knowledge Base