With the 123 Form Builder package installed in your Salesforce environment, you’ll have the possibility to push form data into Salesforce objects, update existing records, prefill form fields in real-time and benefit from many other functionalities.
To start, you’ll have to visit the AppExchange listing, search for 123 Form Builder and hit the Get It Now button.
Next, choose the appropriate environment for you to install the package.
When the installation is completed, you should see the package installed in the Apps section of your Salesforce account. A few more steps are mandatory for a 123 Form Builder account to be created and connected to your Salesforce environment.
When you select 123 Form Builder from your list of apps, you’ll be redirected to a page where you’ll be asked to select the server where the data will be stored. You can choose between the EU and US servers.
The 123 Form Builder account that is created is a trial one and you’ll have access to all Enterprise features for 15 days. During the trial period, you can upgrade to one of the available plans by clicking on the trial indicator that you’ll see across the sections.
If your trial expired and didn’t get to chance to upgrade to one of the available plans, you can contact us at salesforce[at]123formbuilder.com