Ready to share your Formstack for Salesforce form?
From the Publish Options dropdown, accessible from the Dashboard, choose how to distribute your form within its tabs.
Article Contents:
Embed Code
The Embed Code tab allows you to copy and paste the code into a website. Any changes made to the form will automatically be reflected in the published embedded form.
Check the "Use iFrame" box to render your form in an iFrame. This alternative is for when you have existing plugins or styles on your website that cause your form to not look or behave the way you want it to. Ideally, only use this option when you have tried the embed code option and are running into issues.
Note: Lookup fields are not supported in iFrame-rendered forms. Additionally, If you receive a CORS blocking error while trying to embed your Form, please check your CORS Setup page in your Salesforce settings to ensure the right domain has been added.
Hosted Form
The Hosted Form tab provides a ready-to-use link that points to a page containing your form. This option is useful if you do not have a website available to use to host your form, or you're creating a form on a temporary basis.
As with the Embed Code option, any changes you publish to your forms will take effect on this page right away.
Generating Prefill Links
Toggle on the Auto-generate Prefill Links option to have a pre-filled link to your form generated for all new records for your form's primary object in a field of your choosing.
Send by Email
To manage the tab, add an e-mail field/s to your form's primary object (Account) or related object(s).
The Send By Email tab provides the ability to distribute your forms to one or more recipients through email. This option is useful for distributing your forms to multiple persons as well as can be used to have your recipients update their existing information within your Salesforce instance.
The Send By Email option is a two-step process:
Step 1: Define your audience. Determine who is going to receive your emailed form by choosing a single or a list of recipients.
The set of recipients you determine depends on the primary object of your created form. For example, if you've created a form with Contact as your form's primary object, your email audience will consist of either an individual contact or a view of contacts. If you've selected Lead as your primary object, you'll be able to select from your existing lead records or lead views. Note: Your form's primary or lookup objects must have at least one available email field to select as the email recipient for your email.
To have your emailed forms pre-populated with the recipient's existing record information, you will need to enable prefill using the 'Enable Dynamic Prefill' switch. If left disabled, each of your email recipients will receive the same link to a blank form. If enabled, each recipient will have a unique link that will prepopulate the information from their primary objects and any enabled related objects into your form automatically. Your recipients can then make changes to their information as needed.
Step 2: Define the email to be sent to your recipients. Select your primary object's email field that will be the recipient of the email, CC and BCC recipients, subject, and email body.
You may notice a drop-down list containing a set of fields from your form. These are merge fields that can be placed anywhere within the body of your email. Each merge field will be replaced with each email recipient's information once your email is sent. You will also find two link fields available: Hosted Form link and Embedded link. These represent the link that your recipients will click on to view your form, which can be hosted on your own website using the embed code option or hosted by Formstack using the hosted form option. When using the embedded link, tell Formstack where your form is embedded, as well as the link text you want to display. For the Hosted Form link, provide the link text.
Export Links
The Export Links tab allows you to export a set of unique URLs to your forms that are pre-populated with existing record information. This option is useful for making your form links available in third-party tools such as marketing automation software or email campaign managers. The process for exporting a set of links is simply to define your audience, then export your unique links to a CSV file.
As with the Send By Email option, the audience you define for exporting links depends on the primary object of your created form. You can export a link for one particular Salesforce record or for a set of records defined in a view.
Once you've defined your audience, click 'Download CSV' to export your file.
Advanced Prefill
Advanced Prefill allows you to personalize forms that live behind an authenticated portal. It is a feature that allows you to search for a specific record in Salesforce to use as the source for prefill. It is programmatic and allows searching Salesforce using complex criteria that can be determined at runtime. For more information on how to setup this feature, we'd recommend checking out this article.
Have any further questions? We’re here to help! Please reach out to support@formstack.com for additional assistance with your use case.