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📚 Salesforce Form Builder Help

Complete guide to building professional forms with advanced features

🚀 Getting Started

1. Connect to Salesforce

Register your Salesforce org using the Org Manager or connect directly with OAuth authentication.

2. Create Your First Form

Click "✨ New Form" and drag field types from the sidebar to build your form.

3. Configure Salesforce Integration

Set up each page to create or update records in your chosen Salesforce objects.

4. Test and Publish

Preview your form, test all functionality, then publish to get a public URL.

🆕 Latest Features (January 2025)

🔧 Variables Management System

Access: Click the "🔧 Variables" button in the form builder.

  • 1 View all active variables with their types and values
  • 2 Create new variables manually with automatic type detection
  • 3 Export variables as JSON for backup or debugging
  • 4 Debug variables using console tools
🔐 Login Building Block Integration

Problem Solved: Login variables now appear in conditional visibility dropdowns!

Available Variables:

  • isLoggedIn - Set to "true" after authentication
  • userEmail - Contains user's email
  • userName - Contains contact name

Quick Setup: Use "🔐 Require Login" buttons in Navigation Button Controls.

📝 Smart Dropdown Enhancements
  • RecordId Variables: Update Existing Record now shows available variables in a dropdown
  • Relationship Fields: Repeat configuration loads Salesforce relationship fields automatically
  • Dynamic Discovery: Real-time loading of fields from your Salesforce org

📝 Field Types Guide

Basic Fields
  • Text: Single-line text input
  • Email: Email validation included
  • Phone: Phone number formatting
  • Number: Numeric input with validation
  • Date: Date picker interface
  • Textarea: Multi-line text input
Selection Fields
  • Dropdown: Single selection from list
  • Radio: Single selection with all options visible
  • Checkbox: Multiple selections
  • Lookup: Search and select Salesforce records
Advanced Fields
  • Rich Text: Formatted text with editor
  • File Upload: Attach files to Salesforce
  • E-Signature: Legally compliant signatures
  • Login: Contact authentication with OTP
  • Display Text: Information display only

👁️ Conditional Visibility

Field Conditional Visibility

  1. 1 Select a field and scroll to "Conditional Visibility" section
  2. 2 Enable conditional visibility
  3. 3 Choose the field or variable this field depends on
  4. 4 Set the condition (equals, contains, etc.) and value

Page Conditional Visibility

  1. 1 Go to Page Properties → "🔍 Page Conditional Visibility"
  2. 2 Enable conditional visibility
  3. 3 Add multiple conditions with AND/OR logic
  4. 4 Pages will automatically show/hide based on previous page inputs

Navigation Button Controls

  1. 1 Go to Page Properties → "🔘 Navigation Button Controls"
  2. 2 Enable conditional visibility for Next or Submit buttons
  3. 3 Add conditions (commonly: isLoggedIn equals "true")
  4. 4 Or use "🔐 Require Login" buttons for quick setup
💡 Quick Tip: Login variables only appear after a user authenticates. Use the Variables Manager to see all available variables in real-time.

📄 Multi-Page Forms

Creating Multi-Page Forms

  1. 1 Click "➕ Add Page" to create additional pages
  2. 2 Drag page tabs to reorder pages
  3. 3 Configure each page to work with different Salesforce objects
  4. 4 Set up page conditional visibility to create dynamic workflows

Repeat Pages

  1. 1 Go to Page Properties → "🔄 Repeat Configuration"
  2. 2 Enable repeat functionality
  3. 3 Set minimum/maximum instances
  4. 4 Choose relationship field from dropdown (links to parent record)
  5. 5 Customize "Add Another" and "Remove" button text

🔗 Salesforce Integration

Page-Level Integration

  1. 1 Go to Page Properties → "🔗 Salesforce Integration"
  2. 2 Select Salesforce Object (Contact, Account, Lead, etc.)
  3. 3 Choose Action Type: "Create New Record" or "Update Existing Record"
  4. 4 For updates: Select Record ID Variable from dropdown

Field Mapping

  1. 1 Select a field and scroll to "Salesforce Mapping" section
  2. 2 Choose the Salesforce field to map to
  3. 3 For picklist fields: Enable "Sync options from Salesforce"
  4. 4 Lookup fields automatically connect to related records

Hidden Fields

  1. 1 Go to Page Properties → "🔒 Hidden Fields"
  2. 2 Add fields like RecordTypeId, OwnerId
  3. 3 Set static values or use variables
  4. 4 Fields are invisible to users but submitted to Salesforce

⚡ Advanced Features

🛡️ Auto-Save Protection

Forms automatically save user progress every 3 seconds. Data is restored if users accidentally close their browser.

📧 Email Integration

Configure SMTP or SendGrid for Login field OTP verification. Supports Gmail, custom SMTP, and SendGrid API.

✍️ E-Signatures

Legally compliant electronic signatures with full audit trails. Works on touch devices and with mouse input.

🏢 Multi-Org Support

Connect to multiple Salesforce orgs. Each org is isolated with encrypted credential storage.

🔧 Troubleshooting

Common Issues
  • 1Variables not showing: Use the Variables Manager (🔧 Variables) to see all available variables
  • 2Form not saving: Check browser console for errors and ensure Salesforce connection is active
  • 3Conditional logic not working: Verify field names and variable values using browser developer tools
  • 4Login variables missing: Variables only appear after successful authentication
  • 5Org disconnected: Check the encryption key is set in server environment variables
Debug Tools
  • Variables Manager: Real-time view of all variables and their values
  • Browser Console: Use window.vars.debug() to see all variables
  • Form Preview: Test your form thoroughly before publishing
  • Network Tab: Check API calls to Salesforce in browser developer tools

💬 Need More Help?

For additional support and advanced configurations:

💡 Pro Tip: Most issues can be diagnosed using the Variables Manager and browser developer tools. The system provides extensive logging to help identify problems.