In this guide, we will explain how to enable Salesforce based form entry storage. All form entries captured on the user's mobile device will be sent and stored directly in your Salesforce organization. There are no changes required to the Formyoula form template or Salesforce connections/workflow after Salesforce based entry storage is enabled. Users can continue using the form templates with no disruption to the existing functionality.
Please start by installing the Formyoula Entry Storage package in your Salesforce organization. All Formyoula form template owners will need to have access to Read and Update all records on the Form_Entry__c object in the package.
Production - Â https://login.salesforce.com/packaging/installPackage.apexp?p0=04t7F0000013d8M
Sandbox - https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F0000013d8M
When the package has been successfully installed, please verify that the Formyoula Form Entry custom tab is created.
Now you can enable Salesforce form entry storage on your Formyoula form templates by going to the Formyoula Form Builder and clicking the Setup button.
If you have any questions, please let us know by sending an email to [email protected]