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[AppExchange – 123FormBuilder] Permission Sets

When the 123FormBuilder app is installed in a Salesforce instance, three permission sets are automatically generated:

Permission sets

These permission sets refer only to the Custom Objects that our app creates. Therefore, they don’t impact any other objects from Salesforce.

The only difference between the three permission sets is in terms of Object Permissions and Tab Settings in the Object Settings category.

Object permissions

1. 123FormBuilder Submissions Object:

  • Admin has Read, Edit, Delete, Modify All, View All permissions.
  • Integration has just like the Admin + Create (so Read, Create, Edit, Delete, Modify All, View All permissions).
  • Standard has Read, View All + Tab Settings: Visible.

2. Field Responses Object:

  • Admin:  Read, View All.
  • Integration: Read, Create, Edit.
  • Standard: Read, View All.

3. Form Fields Object:

  • Admin:  Read, Create, Edit, Delete, View All, Modify All.
  • Integration: Read, View All.
  • Standard: Read, View All.

4. Forms Object:

  • Admin:  Read, Create, Edit, Delete, View All, Modify All.
  • Integration: Read, View All.
  • Standard: Read, View All + Tab Settings: Visible.

5. Form Send Logs Object:

  • Admin:  Read, Create, Edit, Delete, View All, Modify All.
  • Integration: Read, Create, Edit, Delete.
  • Standard: Read, Create, Edit, Delete, View All, Modify All.

Tab Settings

In terms of Tab Settings, only the Standard User Permission Set has the option Visible for the following 123FormBuilder Objects: Settings, Submissions, Forms, Home.

We always recommend respecting the principle of least privilege when setting permissions. However, we’ve seen that our existing clients usually assign all three permission sets for users with a 123FormBuilder license, since this refers only to the custom objects that our app creates in Salesforce.

Restrictions on Form Editor/Settings or what forms the sub-users have access to are inside the 123FormBuilder app. You can find them in the Users section.

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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 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.

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