[AppExchange – 123FormBuilder] Forms for Salesforce Communities

With Salesforce Communities you can create a secure community and engage directly with your customers, partners, or employees. So let’s take a look at how you can integrate a 123FormBuilder form into your community.

1. Go to the Publish section of your form, choose Salesforce Community from the left menu and mark the form as a Community form.

2. You will find the 123FormBuilder app inside your Community Builder page under the Components tab.

3. All the web forms marked as Community forms will appear inside the 123FormBuilder widget. Choose one and that’s it. Easy, right?

There are a few settings that you can double-check if the form is not published accordingly:

• Whitelist our host in CSP Trusted Sites in your Salesforce org. Go to Settings → Security → Trusted Sites for scripts → Add trusted site and insert the following: https://*.123formbuilder.com

• Ensure that your community user profile has the necessary permissions set to view the form. Therefore, go to Manage Users → Profiles → choose your user profile → Edit and head over to Custom Object Permissions. Here enable the View All permission for the following objects: Community Form, Forms,  Form Fields, and  Form Send Logs.

• If the form is left-aligned and is not displayed in the full-frame, you need to add the below style code in the Head Markup section:

<style>
    .form-builder-iframe,
.cf123FormBuilder {
        width: 100%;
 }</style>

Here is where exactly you will add this code: Settings → Advanced → Head Markup