If you have recently changed your force.com site name, the URL, or are thinking about making any changes to your Force.com site domain where your NativeCloud forms are hosted, there are a few steps that you will need to take in order to make sure the changes are reflected for your NativeCloud hosted forms.
NativeCloud forms use the Force.com site domain name that you initially set up and if that has changed you may receive an error similar to the one shown below.
This is because your Force.com domain name has been changed and this needs to be changed in Formstack for Salesforce's custom settings so that your forms can continue to function.
URL General Rules
There are two general rules to keep in mind when configuring the URLs used by our application. Please follow these instructions precisely so that your forms can be up and running without any problems.
- All URLs should start with https:// and not http://
- None of the URLs you enter should end with a '/'. They should always end with either .com OR the final part of the URL path.
Step 1 - Double-checking Site Details
Before moving forward, please double-check that the Force.com site has not changed other than the domain name. Please ensure the Active Site Home Page, and any settings are identical to the image below. Important details to watch out for is to make that "Require Secure Connections (HTTPS)" is checked, "Upgrade all requests to HTTPS" is checked, and the site is active.
The Custom URL is something that you will need to have handy for the remainder of this guide. Sites have a base URL, and may also include a path after '.com'. For this site above, we will be using the /forms URL. Let's say this full URL is "https://sandbox.dev.force.com/forms"
Step 2 - Custom Settings
We can now move forward to updating the Custom Settings of the Formstack for Salesforce package. In your Salesforce Org, navigate to Setup > Custom Code > Custom Settings.
Custom settings are created when our application is installed. They contain information that is needed by the application. These custom settings contain information that is unique to each Org, like the Salesforce instance or the URL of the Org's site.
Formstack Auth
Click Manage next to Formstack Auth and then click Edit.
This is where you will want to paste the full and exact URL found on the "Sites" page in Step 1.
Make sure that the full URL (including the 'https://' and any additional path such as '/forms') is pasted into the Site URL text area.
Click Save to save any changes made to the Site URL.
Formstack Site Information
Back in the Custom Settings area, click on Manage next to Formstack Site Information, then click on Edit.
The Formstack Site URL text area should also contain your new Force.com FULL URL (including any paths) that we copied in Step 1.
Click Save to save any changes made to the Site URL.
Remote Site Settings
Lastly, we want to make sure that the new Force.com Site URL is reflected in your Remote Site Settings in your Salesforce Org. You can find these settings by going to Setup > Security > Remote Site Settings.
Here you can either edit your existing FastFormsSiteEndpoint which should contain the old Force.com site URL, or you can create a New Remote Site entirely.
This new Remote Site will be the site that we copied from Step 1, without any paths after the domain.
So if our full Site URL is (https://sandbox.dev.force.com/forms), we will only use (https://sandbox.dev.force.com) for our new Remote Site URL.
Save any changes made to the existing FastFormsSiteEndpoint or your new Remote Site. If you have any questions on the other Formstack Site URLs that exist in your Remote Site Settings, please view our article on Remote Site Settings for how these are set.
Final Steps
All that is left to do is republish any existing forms. You can do this by going into Edit any form and then make a small change such as hiding and then unhiding a field. Any new forms will automatically have the updated Force.com site URL as the Hosted URL.
If you have any Prefilled Links on existing records, those will need to be updated, as well. You can do that in the Publish Settings of your forms and by clicking on "Update Existing Records" with the list view selected that you would want to update.
All Done - Congrats! 🙌
Congratulations! You changed your Force.com domain name and that is now reflected in your NativeCloud Hosted URLs for all of your Non-Community forms.