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Filter Form Templates Based On The Salesforce Objects

Filter Form Templates Based On The Salesforce Objects

This guide will explain how to filter form templates based on Salesforce Objects. We will use a helper form that allows checking/filtering form templates based on the Salesforce Object connections.

  • Click this link to access the helper form - https://app.formyoula.com/online_v5/66bf3ada140df600157a0a37
  • This will display all the forms you have full access to.
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  • You can search or filter the connections as per requirements.
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  • Clicking the "Edit Connection" button will open the connection page for the particular form.
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For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂