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Importing and customizing a scanned form in 123FormBuilder

Turn any scanned form into a web form with our digitization feature. We have implemented a machine learning system that can recognize and transform… Read more

[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… Read more

[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… Read more

[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… Read more

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… Read more

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… Read more

[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.… Read more

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… Read more

[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… Read more

[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… Read more

[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… Read more

[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… Read more