Please see a full list of Formyoula Salesforce features below:
Any Standard or Custom Object | Easily create standard and custom Salesforce object records from your form submissions. |
Offline First | Salesforce lookups, form pre-fills, record creation, signature and media capture are all supported while the device is offline. |
Works With All User Types | Add Salesforce, Platform, Community, Chatter Free, Partner and Non-Salesforce users to Formyoula to capture data offline and create new Salesforce records. |
Media Attachments | Upload photos, signatures and other media files to Salesforce Files, Chatter Files, Record Attachments or Documents. |
Repeat Groups | Create any number of related and child records with repeat groups. |
Conditional Salesforce Record Creation | Add conditional record creation logic based on the data that the user has provided on the form. |
Multi-Record Forms | Capture up to 50 standard or custom object records in one submission. |
Push Updates | Submit form changes to existing Salesforce records. |
Salesforce Auto-Validation | Formyoula form submissions are automatically validated for input types, formats, field access and required fields, no configuration required. |
Customizable Record Creation Sequence | Control record creation and update sequence to link all your new and existing records based on master, lookup or child relationships. |
Salesforce Lookup Fields | Search for existing Salesforce records and add them to your forms while online or offline. Control search results with custom filters and display fields. |
Salesforce Select | Assign jobs and records to users based on ownership and custom filters. Display related records based on a master or lookup relationships. |
Salesforce Pre-fill | Pre-fill your forms with information from Salesforce. |
Updating (Upserting) Records | This feature will help you to avoid unwanted duplicates when data is submitted from a Formyoula form to Salesforce. |
Salesforce Sandboxes | Install and test Formyoula in your Sandbox before deploying to Production. Move forms and configuration between different Salesforce instances. |
Community Support | Embed authenticated web forms on your Salesforce community sites. |
Salesforce1 Mobile | Launch and pre-fill Formyoula Mobile forms from Salesforce1 Mobile record detail pages using Quick Actions. |
For any questions, please contact us - [email protected]