With Formstack's Experience Cloud Forms (Previously known as Community Forms), you can easily connect with and collect information from your Salesforce Experience members-- all while native in Salesforce! To get started on building a Experience Cloud Form, click the "Create Form" button on your dashboard and choose the Experience Cloud Form option.
Creating Your Experience Cloud Form
Once you have clicked this button, you'll be prompted to enter information for three areas: Form Name, Primary Object and unique to the Experience Cloud Form-- Record Owner.
The Primary and Child Objects you choose will let you use fields from any of these Objects when building your form. Here are some things to consider when choosing the right Objects for your use case:
- Primary Object: Each data object model begins with a primary object. For example, “Account” is the household account.
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Child Objects: Below primary objects, add one or more child objects. An example could be “Contact (Account)” to include multiple persons under the household account.
- Note: Optionally, select the Repeating checkbox to make multiple records through one user submission.
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Grandchild Objects: This granular object enables you to create and update multiple records with information captured on a single form. For example, “Health Condition (Contact)” will allow you to assign individual records to each contact.
- Note: Grandchild objects cannot work with repeating Child Objects and do not have a repeatable functionality.
For this form example, we're going to choose Contact as our Primary Object and Case as our Child or related Object so our users can update their Contact information and create cases for the team to review.
Setting the Record Owner
With Formstack for Salesforce, form submissions either create a new record or edit an existing Salesforce record for a particular object. All Salesforce records require an Owner. In Salesforce, record ownership can tell us who is accountable for the viewing and editing of a record for an object.
Since we are allowing our experience cloud users to directly create and/or edit Salesforce records, you can decide if you would prefer to have your Logged-in experience cloud Users have Ownership of the records, or if you would prefer a Salesforce User in your organization to own the records.
By default, Logged-In User is the option selected, but you can change the Record Owner to Formstack Admin by choosing that option in the drop-down menu.
Once you have selected your record Owner, you can click the Create button and get started with building your first form!
Choosing a Salesforce User as a Record Owner who is Not the Form Admin
One last note, if you would prefer a different Salesforce User who is not your Formstack Admin to own the record, you can achieve this. In the form builder, you can add the Owner field to the form, make it hidden and set a default value.
If you need some additional help with building your form, we'd recommend checking out this article.