[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 into your community.

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

Salesforce Community

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

Community builder

3. All the web 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
salesforce content security policy location
  • 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.

  • If the form is left-aligned and is not displayed in the full-frame, you need to add the below style code in the Head Markup section:

<style>
    .form-builder-iframe,
.cf123FormBuilder {
        width: 100%;
 }</style>

Here is where exactly you will add this code: Settings Advanced Head Markup

Important Note

If you uncheck the Share this form on your Salesforce Communities option, please make sure that the form is no longer published before you do this.

2 comments

  1. Hi we would like to have a pop up survey that follows the logged in user of a salesforce community. We would like the web overlay to capture the URL of the salesforce community page the survey was taken on as well as the capture automatically the community user, contact and account and pass those survey results into salesforce. Does your product do this?

    1. Hi there!

      We provide a specialized Salesforce Community component that can seamlessly integrate with your page. With this component, your form is designed to capture user details while they’re logged in, enabling you to record crucial information that, upon submission, can create records in Salesforce effortlessly.

      I highly recommend exploring our app, which you can easily install from the AppExchange, and take advantage of our 14-day free trial. Once installed, a member of our dedicated Salesforce team will reach out to provide further guidance and assistance.

      For more detailed information and step-by-step guides, please refer to our Knowledge Base articles:
      https://www.123formbuilder.com/docs/forms-for-salesforce-communities/
      https://www.123formbuilder.com/docs/prefill-forms-in-salesforce-communities/

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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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