Understand the basic fundamentals of building a form with Forms for Salesforce. Here's how!
1. Create a form
From the Formstack app in Salesforce, click the Create New Form button. Here, enter a Form Name and choose a Primary Object and any subsequent objects. Then select Create to capture the form's blank template to bulid.
2. Build a form basics
Add fields from objects
Within your form template fields required by Salesforce will auto-populate on the form and cannot be deleted.
From the Objects sidebar, open each object to view fields:
From the field options, drag and drop fields anywhere on the form or double-click to add.
Alternatively, use the search bar to locate a field by name or field types like checkbox or picklist:
Add general fields
Include fields not associated with a Salesforce Object. From the Objects panel, add any fields to your form under General Fields.
Change field labels
Change the field label without changing the field name within Salesforce. Double-click on the label and enter a new label in the populated text box.
Update sections
Customize section titles by hovering over the field and selecting the expand icon. Here you can rename the Section.
Publish your forms
Once you are ready to take submissions on your form from the Publish Options. See more on publishing here.