In this guide, we will explain the difference between Salesforce and Formyoula user types.
Formyoula Users
Formyoula users do not require a Salesforce account in order to create or update records in your Salesforce organization. The Salesforce record creator and owner in Salesforce will always be the Formyoula administrator/form creator.
Access to Salesforce:
- Form entries submitted by a Formyoula user will be process on Salesforce by the administrator and any profile restrictions will be enforced by Salesforce.
- Formyoula users have access to Salesforce lookups while online and offline. Filtering record ownership will return all records owned by the administrator.
- You can map the Formyoula user details to custom fields in Salesforce for audit purposes and to maintain a custom record ownership.
Sign in:
- Please download the Formyoula mobile app from the Apple AppStore or the Google PlayStore.
- Please click on the “Username & Password” section and enter the login details your administrator has provided.
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Salesforce Users
Users can sign into Formyoula with any Salesforce license type, such as: Salesforce, Force.com, Chatter Free and Chatter Plus, Partner, Community and others. Users with Salesforce licenses will be the record creators and owners in Salesforce.
Access to Salesforce:
- Form entries submitted by a Salesforce user will be process on Salesforce by the user and any profile restrictions will be enforced by Salesforce.
- Salesforce users have access to Salesforce lookups both in online and offline modes. Filtering record ownership will return all records owned by the Salesforce user.
Sign in:
- Please download the Formyoula mobile app from the Apple AppStore or the Google PlayStore.
- Please click on the “Salesforce” tab and select the login type from the available options. Please see this guide that explains how to sign in with the Partner login - http://support.formyoula.com/knowledgebase/articles/489814-sign-in-to-formyoula-mobile-with-partner-and-commu
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- Once selected please enter your Salesforce credentials.
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For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂