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Formyoula Salesforce Features

Please see a full list of Formyoula Salesforce features below:

Any Standard or Custom ObjectEasily create standard and custom Salesforce object records from your form submissions.
Offline FirstSalesforce lookups, form pre-fills, record creation, signature and media capture are all supported while the device is offline.
Works With All User TypesAdd Salesforce, Platform, Community, Chatter Free, Partner and Non-Salesforce users to Formyoula to capture data offline and create new Salesforce records.
Media AttachmentsUpload photos, signatures and other media files to Salesforce Files, Chatter Files, Record Attachments or Documents.
Repeat GroupsCreate any number of related and child records with repeat groups.
Conditional Salesforce Record CreationAdd conditional record creation logic based on the data that the user has provided on the form.
Multi-Record FormsCapture up to 50 standard or custom object records in one submission.
Push UpdatesSubmit form changes to existing Salesforce records.
Salesforce Auto-ValidationFormyoula form submissions are automatically validated for input types, formats, field access and required fields, no configuration required.
Customizable Record Creation SequenceControl record creation and update sequence to link all your new and existing records based on master, lookup or child relationships.
Salesforce Lookup FieldsSearch for existing Salesforce records and add them to your forms while online or offline. Control search results with custom filters and display fields.
Salesforce SelectAssign jobs and records to users based on ownership and custom filters. Display related records based on a master or lookup relationships.
Salesforce Pre-fillPre-fill your forms with information from Salesforce.
Updating (Upserting) RecordsThis feature will help you to avoid unwanted duplicates when data is submitted from a Formyoula form to Salesforce.
Salesforce SandboxesInstall and test Formyoula in your Sandbox before deploying to Production. Move forms and configuration between different Salesforce instances.
Community SupportEmbed authenticated web forms on your Salesforce community sites.
Salesforce1 MobileLaunch and pre-fill Formyoula Mobile forms from Salesforce1 Mobile record detail pages using Quick Actions.

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