As a Salesforce-native product, there are some important considerations for how Formstack for Salesforce operates based on the settings and limits in your Salesforce org:
Salesforce API Considerations
- Using Forms for Salesforce requires API access. API access is typically included in all vertical clouds, enterprise and unlimited editions, but if you are using Group or Professional editions of Salesforce, you’ll need to confirm that your Salesforce org has API access.
- Formstack uses a minimum of two API calls for each form submission - one for authentication with your organization and one for creating your form's primary object record. The following options will each add an additional API call for each form submission:
- Each secondary object added to your form
- Each object with one or more of its fields is defined as an upsert field
- Each form sent by the Send By Email feature with prefill enabled
- Each pre-filled form submitted from the Export Links feature
- The following limits are placed on form submissions in any 24-hour period, to best align with typical Salesforce API limits for these editions:
- Group/Professional Edition: 5,000
- Developer edition: 15,000
- Enterprise edition: 1,000,000
- Unlimited/Performance edition: Unlimited
Other Considerations
- File uploads are limited to 25MB in size (and 2.5MB for our NativeCloud edition, which can be increased to 25MB by our support team if you want to use Formstack servers to support file uploads, not only Salesforce servers).
- Some Salesforce editions (at the time of this writing e.g. Salesforce Professional edition - but check the linked article for the latest from Salesforce) do not support "Author Apex" permission or the ability to invoke Apex classes. These editions do not support the use of auto-generated prefill links by Forms for Salesforce. Generating prefill links in other ways will still be possible. These editions also do not support Forms for Salesforce’s form migration tools
- Forms for Salesforce NativeCloud requires Salesforce site domains to publish forms to URLs. Check the link for supported Salesforce editions, as of this writing Salesforce Professional Edition does not include this feature and therefore NativeCloud cannot be installed in a Salesforce Professional Edition org. This does not impact Forms for Salesforce Pro/Starter plans.
- Any changes to Salesforce fields after the creation of a form may result in data not being pushed to Salesforce.
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