This guide will explain how to launch the Formyoula Web Form/Online Survey using the Salesforce sites.

We will install the Formyoula Lightning Online Survey Package and create a Salesforce site to launch the Form.

Install Formyoula Lightning Online Survey Package:

Install Formyoula Lightning Online Survey Package using the below link or via AppExchange select Formyoula Lightning Online Survey app and install it as shown below.

Package link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5j000000QhE7

Select the desired option from the image shown below, wherein you can install first only to Admin users or all users or to a specific profile. These options will auto-enable this app to selected types of users.

Click the “Install” button to continue the installation.

Please make sure all the options are selected and then click the “Continue” button.

Once installation is completed click the “Done” button.

Setup Named Credentials in Salesforce:

Use the updated password in the named credentials by following the steps-

Search “Named Credentials” in the Salesforce setup quick find box and click on it.

Click the “Edit” button.

Paste the password (LIGHTNING API KEY) and make sure the highlighted callout options are enabled. Then save the changes.

Follow the below steps to copy the password (LIGHTNING API KEY) from the Formyoula Setup page -

Go to your Formyoula Web app- https://app.formyoula.com/dashboard

Click the down arrow next to your name and then click “Setup” to go to the Setup page.

Click the refresh icon of the Lightning API Key option to auto-generate the key. Copy the key (password for named credentials) and click the “Update Organisation” button.

Create Force.com Domain:

First, you need to create a unique Force.com domain for your org.

Search “Sites” at Salesforce setup quick find box and click “Sites”.

Enter a domain name to use. You will see a setup screen much like the following.

Note: once you click on the “Register My Force.com” domain, you cannot modify the domain name any further. Hence it is important to think through the Domain name before you click on the “Register My Force.com Domain”.

Type desired site name and click on “Check Availability”

Once the site name is available, then select site terms as shown below. And then click “Register My Salesforce Site Domain”.

Create Site:

Click the “New” button as shown below.

Please fill in all required fields with desired details-

Site Label - Free text can consist of spaces.

Site Name - Will be auto-populated.

Default Web address - Add a suffix to the web address.

Active Site Home Page - Click the search button and search for a Visualforce page, select the VF page from the installed package as shown below.

Make sure all checkboxes are selected as shown below. Save the changes.

Assign Apex class to Site User:

Click the “Public Access Settings” button from the newly created site.

Scroll down to the Enabled Apex Class and click edit. Select the following Apex classes from the installed package.

Finding Connection ID on Formyoula Form:

Go to the Formyoula dashboard and click on connections of a public form. Open Public Connection.

Copy the highlighted part of the form link.

Launch the Formyoula form from Salesforce:

Search “Sites” at Salesforce setup quick find box and click on “Sites”. Then click the site URL.

It will launch the site in a new window.

Add the copied part of the form’s public link to the site URL with this syntax-

?survey_id=6479857bbe23860016710f1d

It will launch the Formyoula form.

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