[AppExchange – 123FormBuilder] Installation

With the 123FormBuilder 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 get started, visit the 123FormBuilder listing on the Salesforce AppExchange. You’ll see two installation options at the top of the page:

• Get It Now – Use this option to install 123FormBuilder directly into your Production environment. This is ideal if you’re ready to deploy the app in your live Salesforce org and begin using it in real-world scenarios. Note: Once clicked, the installation process will begin for Production without an option to switch to a Sandbox.
• Try It Free – Choose this option if you want to test 123FormBuilder in a Sandbox environment first. It allows you to explore all features in a safe, isolated space before rolling it out to your Production org. This is highly recommended for new users or organizations with strict deployment workflows.

After choosing your preferred option, log in with your Salesforce credentials when prompted.

You’ll then be asked to confirm the installation details and agree to the terms and conditions. Click Confirm and Install, and log in again if necessary.

During the installation, you’ll need to specify who should have access to the app:

• Admins Only – Best for initial testing or setup by your Salesforce admin team.
• All Users – Grants access to everyone in your org.
• Specific Profiles – Lets you define access based on Salesforce profiles.

We recommend starting with Admins Only to configure and test the app before rolling it out more broadly.

Click Install, and Salesforce will handle the rest.

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 123FormBuilder account to be created and connected to your Salesforce environment.

When you select 123FormBuilder 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 123FormBuilder 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.