When you enable payments on your order form within the form builder, you can specify when to send records to Salesforce, including when payments… Read more
When you enable payments on your order form within the form builder, you can specify when to send records to Salesforce, including when payments… Read more
In Salesforce, there is on one side the older Notes and Attachments related list and on the other the split version of this, Notes… Read more
After installing the 123FormBuilder app and assigning the license, Salesforce users need to find our app in App Launcher and access the app in order to… Read more
When the 123FormBuilder app is installed in a Salesforce instance, three permission sets are automatically generated: These permission sets refer only to the Custom… Read more
You can add queries to your online forms to search in your organization’s Salesforce data for specific information. Queries are more advanced lookups to… Read more
Why does it show up? This error shows up in the Form Editor if you recently accessed the form builder app in a different… Read more
Why does it show up? The restricted picklist error means that the form is trying to create a record with a picklist value that… Read more
Let’s assume you want to bring all the available values from a specific Salesforce picklist, without manually adding those values in the 123FormBuilder field.… Read more
Different business scenarios may require you a form migration between Salesforce orgs. For example, after you are done setting everything up in your Sandbox… Read more
Besides the Attachments object, the Files object can receive data sent through the form as well. To set it up, just follow the steps… Read more
You can now prefill your form fields with data, by simply typing the keywords based on which the information will be retrieved from Salesforce.… Read more
The levels of relationship between objects can be defined as a connection between a primary object and a secondary object related to it. But… Read more
Here is a list of the most frequently asked questions. For more FAQs, please browse through the FAQs page.