The Difference Between Salesforce and Formyoula User Types

In this guide we will explain the difference between Salesforce and Formyoula user types.

Formyoula Users

Formyoula users do not require a Salesforce account in order to create or update records in your Salesforce organization. The Salesforce record creator and owner in Salesforce will always be the Formyoula administrator/form creator.

Access to Salesforce:

  • Form entries submitted by a Formyoula user will be process on Salesforce by the administrator and any profile restrictions will be enforced by Salesforce.

  • Formyoula users have access to Salesforce lookups while online and offline. Filtering record ownership will return all records owned by the administrator.

  • You can map the Formyoula user details to custom fields in Salesforce for audit purposes and to maintain a custom record ownership.

Sign in:

  • Please download the Formyoula mobile app from the Apple AppStore or the Google PlayStore.

  • Please click on the “Username & Password” section and enter the login details your administrator has provided.



Salesforce Users

Users can sign into Formyoula with any Salesforce license type, such as: Salesforce, Force.com, Chatter Free and Chatter Plus, Partner, Community and others. Users with Salesforce licenses will be the record creators and owners in Salesforce.

Access to Salesforce:

  • Form entries submitted by a Salesforce user will be process on Salesforce by the user and any profile restrictions will be enforced by Salesforce.

  • Salesforce users have access to Salesforce lookups both in online and offline modes. Filtering record ownership will return all records owned by the Salesforce user.

Sign in:

  • Please download the Formyoula mobile app from the Apple AppStore or the Google PlayStore.

  • Please click on the “Salesforce” tab and select the login type from the available options. Please see this guide that explains how to sign in with the Partner login - http://support.formyoula.com/knowledgebase/articles/489814-sign-in-to-formyoula-mobile-with-partner-and-commu


  • Once selected please enter your Salesforce credentials.


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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