Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment

In this guide, we will demonstrate, how to export your Formyoula forms from your Sandbox environment and import them into your production environment.


1. Please login into your Formyoula account that is linked to your sandbox environment - https://app.formyoula.com/dashboard


2.  Please click on the “Actions” button next to your form and select the “Export” option.


ExportPNG


3. Next, please log into your Formyoula account that is linked to your Salesforce production environment - https://app.formyoula.com/dashboard


4. Once logged in, please use this link to open the form import page - https://app.formyoula.com/templates/import


5. Enter a name for the form and select the downloaded form’s JSON file. Once selected, please click on the “Import Form”.



6. Now on your Formyoula dashboard, you will be able to access the newly imported form.



7. [Optional] After the form is imported, please make the following changes for the system fields:

  • If you are using the form pre-fill feature: Please replace the “Autofill Connections ID” on your Salesforce lookup and select fields with the new ID from the connections page.

  • If you are linking multiple object records with a single form: Please remap the Sequence fields. For example: [New Account Record ID (Seq 2)] to the Account ID.





For any questions, 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. 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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