AppExchange

Override Duplicate Rules when creating/updating record

Salesforce offers a functionality that detects duplicate records based on Matching rules. When a duplicated record is detected, there are two possible actions for… Read more

[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… Read more

Send form PDF to Salesforce in Attachments and/or Files objects

The form generated PDF file can be sent to Salesforce in two objects:  Attachments and/or  Files  The setup is easy, but dependent on the… Read more

[AppExchange – 123FormBuilder] How to create multiple conditions when setting up a Salesforce record update

Creating multiple conditions when setting up a Salesforce record update currently works only for form fields. Query result will be addressed later on, as… Read more

[AppExchange – 123FormBuilder] How to map which PDF template to send to Salesforce

When setting up an Attachment object mapping, you have the option to map which PDF template to send to Salesforce. Let's take it step… Read more

[AppExchange – 123FormBuilder] How to duplicate Salesforce objects

Salesforce objects and related objects can be easily duplicated by clicking on the dotted menu for the object or related object that you are… Read more

[AppExchange – 123FormBuilder] How to name Object Mapping instances

We've made it easier for you to name any object mapping instance or related object. Whenever a new object mapping instance is created, you… Read more

[AppExchange – 123FormBuilder] Data sources in Object Mapping

The Object Mapping section allows you to automatically send data to Salesforce when a form is submitted, based on a previously defined setup.  When… Read more

[AppExchange – 123FormBuilder] Wrong server selection: How to change it?

123FormBuilder is hosted on Amazon servers with two data centres: US and EU. When you install our application in Salesforce you are prompted to… Read more

[AppExchange – 123FormBuilder] Layouts

There are different layouts that can be set for each object in Salesforce. The integration within our form builder allows you to select a… Read more

[AppExchange – 123FormBuilder] Duplicate management when creating records

Duplicate records cause trouble for the business, as well as the admin. Clients may get angry if multiple sales reps contact them with the… Read more

Error: The record could not be created in the [ObjectName] object. Reason: Use one of these records? | 123FormBuilder

Why does it show up? The error message indicates that you have a Duplicate Rule active in your organization, with the action set on… Read more

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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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