[AppExchange – 123FormBuilder] Forms for Salesforce Communities

With Salesforce Communities you can create a secure community and engage directly with your customers, partners or employees. So let’s take a look at how you can integrate a 123FormBuilder form in your community.

1. Go to the Publish section, choose Salesforce Community from the left menu and mark the form as a Community form.

2. You will find the 123FormBuilder app inside your Community Builder page under the Components tab.

3. All the forms marked as Community forms will appear inside the 123FormBuilder widget. Choose one and that’s it. Easy, right?

There are a few settings that you can double check if the form is not published accordingly:

• Whitelist our host in CSP Trusted Sites in your Salesforce org. Go to Settings – Security – Trusted Sites for scripts – Add trusted site and insert the following: https://*.123formbuilder.com

• Ensure that your community user profile has the necessary permissions set to view the form. Therefore, go to Manage Users – Profiles – choose your user profile – Edit and head over to Custom Object Permissions. Here enable the View All permission for the following objects: Community Form, Forms,  Form Fields, and  Form Send Logs.

Important! If you uncheck the Use this form inside your Salesforce Community option, please make sure that the form is no longer published before you do this.