Formyoula Forms For Salesforce Lightning Experience

This guide will explain how to set up Formyoula Lightning for Salesforce. This package is offline-capable and works with Salesforce mobile apps.

Live:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5e000000vhsJ

Sandbox:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5e000000vhsJ

Setup authentication with Named Credentials: https://guides.formyoula.com/public-guides/salesforce-formyoula-lightning-package-setup-with-named-credentials

Video demo:

We can drag and drop the Formyoula Form lightning component on any Salesforce Lightning page to display an offline-capable Formyoula form.

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Clicking on the Formyoula lightning component will allow us to update the two main options for loading a form and pre-filling the fields.

Form Id: Id of the form template we want to use. The Id can be copied from the Formyoula dashboard.

Additional Parameters: Used for pre-filling the fields on the form, for example :

"6496-f026-1761": "0016F00002U9ZUjQAN", "a40a-866e-f453": "Name"

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For any questions, please get in touch with us - [email protected] or the Formyoula in-app chat 🙂