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[123FormBuilder – AppExchange] App Introduction

[123FormBuilder – AppExchange] App Introduction

123FormBuilder is a form-building app that allows you to build any type of form, survey, or lead generation form. Its main purpose is to create and update records in Salesforce, but we integrate with Salesforce in various other ways.

Under the Salesforce integration tab, you’ll find the following sections:

Object Mapping
Form Prefilling
Lookup
Query
Settings

1. Object Mapping

Object mapping has the purpose of creating or updating Salesforce records when a form is submitted. To map 123FormBuilder fields with Salesforce fields, head over to the Object Mapping icon from the sidebar menu.

Click on the Add primary object button and from the dropdown menu select the object where you want to send the data.

Afterward, associate Salesforce fields (the fields where the records from the form will appear) with form fields.

Choose an action. The actions refer to creating new records in Salesforce or updating existing ones.

When the customization is ready, save the changes and then enable the mapping.

You can add more than one object where to send the information the form is completed with.

2. Form Prefilling

With the prefill functionality, you can pre-populate form fields based on a lookup keyword entered in a predefined link.

Check this article for instructions on how to set up this feature.

3. Lookup

By using a Lookup field, you can search specific information within a Salesforce object and return the content of a field, a record ID, or an account ID in another object.

Find more details on how to use Lookup fields in this article.

4. Query

You can add queries to your online forms to search in your organization’s Salesforce data for specific information. Queries are more advanced lookups to pull data from Salesforce and are useful if you need to establish multiple filters.

In our Salesforce Queries article, you can find more details about queries, as well as a few examples.

5. Settings

In case an error occurs, you can set an email address where this error will be sent under the Settings gear icon.

Important Note

The records will be registered in Salesforce up to 5 minutes after an entry is submitted.

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Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the FAQs page.

Is this service free?

Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.

How many forms can I create?

It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.

How can I publish my forms?

You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.

How do I change my form design?

You can change the design of your form in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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