Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects

In this guide, you will learn how to enable Salesforce connection processing for Chatter Free and other Salesforce users with limited or no access to objects. For example, if you want to use Chatter Free users with Formyoula to create new Lead or Case records on Salesforce this feature will enable them to create the necessary records.

1. When you have a form and Salesforce connection is created, please click on the black “Cloud” icon to open your Salesforce connections page.


2. Please click on the blue link called “Salesforce (Edit Connection)” to edit your existing connection.


3. Please tick the “Always ‘Created By’ Form Owner” check-box. When new Formyoula form entries have been submitted this option will use the form owner/admin to process the new object records on Salesforce. Optionally you can use Formyoula user system fields to record on Salesforce, the user who submitted the mobile entries.


4. Once done, please click on the “Save Record Settings” button.

If you have any questions, please contact 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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