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Configure Forms for Enhanced Domains

Ryan J.
Updated

Announcement: In the Salesforce Winter '24 release, Salesforce will enforce Enhanced Domains in all Orgs. We recommend giving yourself 4 to 6 weeks ahead of the release to understand the impact and recommendations for your Formstack for Salesforce Forms. 


Enhanced Domains significantly changes your Salesforces organization's URL structure by applying your My Domain to all URLs across the org that Salesforce hosts. While Salesforce outlines all the potential impacts to your org, this enforcement also impacts all Formstack for Salesforce forms created prior to the default-enabled Enhanced Domain release. 

Formstack for Salesforce stores and uses your org URL in our application's settings and creates a Remote Site Setting to allow us to reach your org's API. Since enabling Enhanced Domain changes your org's URL, both configurations need to be updated. 

Updates that remain unaddressed will be broken when the enforced Enhanced Domains are released.


Update configurations

To address needed configurations, select the "See more" button from the Formstack for Salesforce dashboard prompts to review and easily address the configuration update(s) needed for each form. 

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A successful notification will indicate you have made the necessary updates to your form:

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When following the prompts for auto-generated prefill links, you'll be redirected to the Publish Options page to update the Prefill URLs for the records of your choice based on list views. Click "Dismiss" to make this pop-up notification disappear from the dashboard. 

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NativeCloud Users will require the most updates to their forms (as shown when doing the initial setup in a Force.com site when configuring Formstack NativeCloud). As a result, it is recommended to review 4 to 6 weeks ahead of the release. 

For Non-NativeCloud users (customers using Forms for Salesforce Pro or Starter plans), it is possible some of your forms will be impacted due to pre-existing URLs contained in some of your forms and some of the other following scenarios: 
  • image fields
  • style theme images
  • auto-generated prefill links
  • embedded form URLs


Enabling enhanced domains: best practices

Similar to Salesforce, Formstack also recommends enabling Enhanced Domains in a Sandbox first to help identify forms with issues, test the new tools provided in-app, and fix any broken forms. 

Because the forms in Sandbox will reference Sandbox URLs, images, links, etc. there isn't a process to migrate forms after a form has been fixed in a Sandbox environment. The recommended process is to:
  1. Enable Enhanced Domains in a Sandbox. 
  2. Fix the broken forms using the new in-app Formstack for Salesforce tools.
    1. Validate that the tools are working properly to fix your forms. 
  3. Enable Enhanced Domains in Production. 
  4. Replicate Step 2 in Production. 
Note: Live forms will be disrupted because Enhanced Domains must be enabled in Production which is what will technically break URLs in your forms. Due to this, you will want to consider using Sandbox testing. 

While Formstack's recommendation is to prepare for the Salesforce '23 release for Enhanced Domains, the option is still available to opt out until the Winter '24 release.

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