Product Guide: Formstack Forms for Salesforce

This document walks you through a typical Formstack Forms for Salesforce end-to-end process and configuration, with supporting documentation in 5 sections:

1. Salesforce Configuration - Installation, Salesforce Objects, Permissions
2. Form Setup - building forms, styling a form, General Fields, rules logic, Experience Site forms
3. Advanced Options – dynamic prefill, Javascript snippets, repeating sections
4. Additional Form Settings – redirects, sending error messages, validation
5. Flows – linking a Forms for Salesforce form to other processes

For orientation, the red circle highlights where this content focuses:

The below is intended to be a starting point and not an exhaustive list.

1. Salesforce Configuration 
   1. Setup: 
      1. Installation
         1. Setting up NativeCloud for Older Versions
         2. Migrate to NativeCloud – if on a legacy Starter or Pro plan (Non-NativeCloud)
      2. Licensing
         1. Subscriptions and Seats
      3. General
         1. General FAQs
         2. Data Security & Privacy
   2. Permissions 
      1. Permission Sets
      2. Permissions for Non-Admin Users
      3. Remote Site Settings
      4. Clickjack Protection on Lightning
      5. Sharing Rules
      6. Refreshing Security Token | Reset Security Token
      7. reCAPTCHA 
   3. Salesforce
      1. Objects 101
      2. Person Accounts
      3. Working with Sandboxes
   4. Maintenance
      1. Assigning and Removing Licenses
      2. Activating your Account
      3. Refreshing a Sandbox from Production with NativeCloud Installed
      4. Update Managed Package
   5. Troubleshooting
      1. Commonly Returned Errors
      2. Publishing Errors
      3. Troubleshooting NativeCloud Issues
      4. Experience User Cannot See Experience Cloud Form
      5. System Limitations (including Salesforce API)
      6. NativeCloud File Upload Field Not Working
      7. Cannot Assign Critical Permission Set to Selected User
      8. Auto-Generated Prefill Issues
2. Form Setup
   1. Form Type:
      1. NativeCloud
      2. Experience Site (formerly called a Community Site / Community Form)
      3. Classic (Only available for legacy plans)
   2. Data Model
      1. Plan Your Form’s Data Model
   3. Basic form building
      1. Build Your First Form
      2. Form Editor Field Guide
      3. Form Settings
      4. General Fields
      5. Field Settings
      6. Lookup Fields
      7. File Upload Fields
      8. Signatures
      9. Form Dashboard
   4. Customizing Forms
      1. Default Values
      2. Rules (Conditional Logic) | Rules Best Practices
      3. Add Image or Logo
      4. Editing Form Style (video) | Edit Style Templates & CSS
      5. Multi-page Form
      6. Custom Formulas
      7. Dependent Fields Capabilities & Limitations
      8. Validation Messages
      9. Description Area Fields – Using HTML
3. Advanced Options
   1. Form building
      1. Dynamic Prefill
      2. Upsert
      3. Record Types
      4. Matrix / Rating Scale Fields
      5. Age Validation
      6. Repeatable Objects & Sections
      7. Payment Form
      8. Advanced Prefill
   2. Form styling
      1. Add Columns to a Specific Section with CSS
   3. JavaScript Enhancements
      1. Redirect Upon Form Submission
      2. Combine and Prefill Two Forms with Two Unrelated Objects
      3. Prevent Typing on a Date Field
      4. Google Analytics
      5. Google Translate API
      6. Clear Field Values in Repeatable Sections
      7. Calculate Age and Conditionally Display Field-Section Base
      8. Top Fixes / Recipes
      9. International Date Formatting
      10. AddressComplete (Canada)
      11. Javascript API
      12. Merging Signatures from a Formstack for Salesforce Form
      13. Rich Text Enhancement for Forms for Salesforce using Quill
4. Additional Form Settings
   1. Other Sharing / URL Prefill Options
   2. Delete Submissions
   3. Generate Simple PDFs (video)
   4. Alerts
   5. Publishing Your Form
   6. Salesforce API Overview
   7. Credit Card / Sensitive Data
   8. Changing Record Owner for Formstack Submissions
5. Flows
   1. Generate Forms for Salesforce Prefill URLs Using Flow
   2. Merge Document (if connecting with Documents)
      1. Forms for Salesforce and Documents for Salesforce are technically two different products and (generally) utilize a Salesforce Flow to link together
      2. Legacy plans may see a Documents tab in the form builder. 

This guide was created in collaboration with the Formstack Partner Team. To learn more about our team, click here.