In this guide, we will cover the main details about the Salesforce package that will allow you to sign in as other Formyoula users on Salesforce.
Please see a short demo video where we sign in as another Salesforce user to help manage their Formyoula forms or debug any issues.
You can find the latest Formyoula Mobile Forms add-on package via the following installation link -Â https://login.salesforce.com/packaging/installPackage.apexp?p0=04t67000000SlIu
This will create three new Tabs under the Formyoula App on Salesforce.
- Formyoula Dashboard - This is the admin dashboard for form and user management. Both admins and standard users can access this page, and they will get the appropriate view based on their permissions.
- Formyoula Mobile - This is a progressive mobile web app that works offline and can be embedded in Salesforce1 mobile and other parts of Salesforce. You can launch surveys directly using the form_id and use URL pre-fill information from Salesforce.
- Formyoula Support Case - This allows you to submit support cases for issues and bugs that are handled by our Enterprise support team.
After the installation, please follow the post-installation guide to update the Formyoula Connected App settings and assigned profiles which will have access to these tabs.
For any questions, please contact us - [email protected] or the Formyoula in-app chat :)