Package: Forms

How To Create and Edit Forms

Be clear on the questions you want asked of the recipient

  • What do you want to update? A Contact record? An Account record? An Application record?

  • Check to make sure that all the questions you are asking can be mapped to fields that already exist on the respective object(s)

    • If not, then create the fields first

    • After you create the fields, add them to the Forms Site Guest User profile or Inquiry Guest User Profile profile permissions. Setup -> Develop -> Sites.

      • Click on the site label called Forms or Inquiry (do not click Edit).

      • Click Public Access Settings.

      • Scroll to the Field Level Security area.

      • Click on the object that you just added fields to.
        ​Be sure that all fields you will populate with the form are marked Visible (not read only).

Building the Form

  1. Click on the Forms tab.

  2. Select New Form.

  3. Choose the Object that the form should populate.

  4. Name the form

  5. Choose the Destination
    If not Contacts, then choose External Reference.

  6. Default Site
    Choose Inquiry or Forms

Adding Questions

  1. Click New Question.

  2. Choose the object.
    Be sure to click the Select Object button after you've chosen it from the dropdown.

  3. Choose the Populate Field.
    Be sure to click Select A Field after you've chosen it.

  4. Text: what will display on the form as the question

  5. Contextual help: Not required but will show behind an "i" for information on the form

    • If you're mapping to a multi-select picklist, be sure to select "Multi-select Standard" from the Input dropdown

    • If this question should only appear based on a certain value of a preceding question being selected, then choose this from the Preconditional Question dropdown, which will then allow you to specify the preconditional value as well.

    • Of course, there are the Required, Read Only, and Populate Value checkboxes at the bottom, too.

      • Required and Read Only are self explanatory, but Populate Value means that it will show the recipient of the form whatever the existing value is in the record if they do already have a value.

      • If you don't check it, it will show blank to the recipient so that they can't see what they entered before.

Adding Text to the Form

  1. Click New Text at the top.
    Works best in browsers other than Chrome.

  2. Click New Section.
    To add sections, either sections within the same page or page break sections.

Getting the Form URL

  1. First, go to Mapping View.

  2. Select all the objects that this form relates to.

    Important: If this is to create a brand new record, have the Type be New.

    • If it's to update information in existing records, have the Type be Upsert.

    • If you don't do this correctly, the form will error out.

  3. Now click Save, Cancel, or Done (just get out of the page), and then go to URL Builder.

  4. Check off all the Parameters and click Save URL.

  5. Put that URL in an email template and replace all the [XXXXX]'s with the respective ID merge field.