June 11, 2018

[AppExchange – 123FormBuilder] Send data to Files object

Besides the Attachments object, the Files object can receive data sent through the form as well. To set it up, just follow the steps below: 1. […]
May 23, 2018

[AppExchange – 123FormBuilder] Prefill forms in Salesforce Communities

A form published on a community page can be automatically prefilled with the username or email of a logged in user, pertaining to that community. Let’s […]
May 16, 2018

[AppExchange – 123FormBuilder] Forms for Salesforce Communities

With Salesforce Communities you can create a secure community and engage directly with your customers, partners or employees. So let’s take a look at how you […]
April 11, 2018

How to set permissions for folders?

Granting permissions to a folder, allows admin users to easily give access to other sub-users to see an entire group of forms. This is very useful […]
February 13, 2018

Egnyte Integration

The Egnyte integration allows you to send form data or uploaded files to your Egnyte account. The first step is to access the Settings->Applications section and […]
November 9, 2017

[AppExchange – 123FormBuilder] Dynamic Prefill

You can now prefill your form fields with data, by simply typing the keywords based on which the information will be retrieved from Salesforce. Let’s take […]
October 12, 2017

LinkedIn Integration

Did you ever think about how easy it would be for your users to automatically fill in your form with their LinkedIn information? All you have […]
August 29, 2017

[AppExchange – 123FormBuilder] Field Types

Salesforce Field Label 123 Field Label Lookup Has to be mapped with a lookup you create under the Lookup tab. Checkbox Multiple Choice Currency Short Text […]
August 28, 2017

[AppExchange – 123FormBuilder] Multiple levels of relationship

The levels of relationship between objects can be defined as a connection between a primary object and a secondary object related to it. But sometimes you […]
August 22, 2017

[AppExchange – 123FormBuilder] Layouts

There are different layouts that can be set for each object in Salesforce. The integration within 123FormBuilder allows you to select a layout that exists in […]
August 22, 2017

[AppExchange – 123FormBuilder] Send Data Based On Conditional Rules

You might need to create records in your Salesforce account only if some conditions are met in terms of form fields content. For example if a […]
August 22, 2017

[AppExchange – 123FormBuilder ] Prefill Form Fields

With the prefill functionality, you can pre-populate form fields based on a lookup keyword entered in a predefined link. There are two parts to complete: 1. […]
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