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[AppExchange – 123 Form Builder] Form Migration Between Salesforce Orgs

Different business scenarios may require you a form migration between Salesforce orgs. For example, after you are done setting everything up in your Sandbox org, you need to turn to your Production environment. Or if you are a consultant and are preparing the Salesforce implementation for a customer, you need to publish the setup live at the end. Irrespective of the situation, 123 Form Builder provides an easy-to-use migration mechanism that allows you to quickly transfer forms between different Salesforce orgs.

When you migrate a form between Salesforce orgs, the two orgs should have a similar structure. The object and fields mapped in the 123 Form Builder – Salesforce integration should be identical.

After migration, you will need to check the integration settings and re-enable your connectors. This is in order to minimize the chances of something not working correctly.

How can I migrate my forms from one Salesforce org to another?


Firstly, it’s important for you to know that the feature is available in the My Forms section of your 123 Form Builder account for each form you are creating. The Show More menu contains a Form Migration option that allows you to move the form to the new org. In order to establish the form connection with the new org, you need a migration code that has to be generated inside it.

form migration

You’ll be asked to paste your migration code to continue.

form migration Salesforce

How do I generate a migration code?


In order to generate your migration code, navigate to the org in which you want to migrate the form. In the section My Account, you will find a brand new section named Form Migration.

form migration SF

Here you can do the following:

  • generate multiple migration codes
  • establish code availability
  • leave useful notes for yourself

Attention! The code generated will only be available for the time frame you have specified, and you can also delete migration codes at any point.

Form Migration Between Salesforce Orgs


The final step required for the form migration is to copy the code generated in the source org and insert it in the Form Migration section of the target org. Once you will press the Migrate button, the form will be transferred to the new org.

Form Migration SF ORG

Important Note

When migrating a form, there are a few options in different areas of the form that are not transferred, so please make sure you check and set them up after the form is migrated.

The values from NotificationsForm Owner (You)Email Header and Content – The “Reply-to Email” and “Email Template” don’t copy over.

notifications

And you are all set! To sum up, all that you need to do is generate a migration code in the target org and use it in the source org for the forms that you wish to migrate.

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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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