AppExchange

[AppExchange – 123FormBuilder] Tracking activity for Salesforce

Tracking the activity for Salesforce has never been easier. Now you can go to My Forms -> click on your username and select Recent activity.

Recent activity

Once you’ve opened up Recent activity, you have access to multiple information related to the activity of your account and forms.

To start with, you can filter the activity based on diferent criteria:

-select a start and end date of the activity

-what is the activity type you are interested in

-what is the user you are interested in (especially if you have multiple users)

-a specific IP address

-what form you are interested in.

Filter activity

By default, below the Filter activity, we are displaying all the information related to the activity of both your account and forms.

Specifically for Salesforce, we have introduced new types of activities so you could easily track the actions, the users who took those actions and the forms involved.

Tracking activity for Mappings

Whenever an object mapping is created/enabled/modified/disabled, we are displaying the info under Recent activity.

Let’s take an example. We’ve redacted the user name, but right where we’ve written User name, it will appear the user that performed that action.

For mappings, we can determine multiple actions: create mapping, enable mapping, modified mapping, deleted mapping and also disabled mapping. Each action is linked to a form name and the date when the action was performed.

Tracking activity for Lookup relationships

Following the same pattern that we’ve described above, we log in the activity for lookup relationships as well.

We are displaying the user that took the action, the specific action (create/modified/enable/disable/deleted), the lookup relationship name, the form on which the action was performed and the date.

Note: when creating a lookup relationship, it doesn’t have a name from the start – this is why when creating a lookup, it has the default value name of N/A. When naming your lookup, the action is logged as modified the lookup [introduce lookup name].

What’s next

We are preparing to log in the actions related to Prefill settings and duplicate mappings.

Data sources in Object Mapping
Lookup fields

SIGN UP FOR FREE

Leave a Reply

Your email address will not be published. Required fields are marked *

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 for more information. 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.

Can't find what you're looking for?

Contact our support team