Share This Post

Share on facebook
Share on linkedin
Share on twitter
Share on email

Search 3B Knowledge Base

You are here:
< Back

3B Forms require that your Salesforce instance has at least 1 active Site. The app uses Salesforce Sites to display forms to the web (for users who do not have access to your Salesforce org). If you do not have a Site license, please contact your Salesforce representative or submit a case at CASE URL.

Creating a Salesforce Site

The process is the same for both Salesforce Lightning and Classic interface.

  • Navigate to Setup (top right hand corner)
  • In the quick find box to the left, type “Sites”
  • Select “Sites” option under “Develop” (“Sites and Domains” for Lightning)
  • Type the desired unique domain name. Click on “Check Availability”
  • Read the “Sites Terms of Use” and check the checkbox to indicate you have agreed
  • Click on “Register My Salesforce Site Domain”7. Once you have registered a domain, you need to create a new “Site”. Click on the “New” button 8. Complete the form
    • Give a name to the site (Preferably “Forms”)
    • Add Site Contact – this is the contact that will receive notifications about errors/issues if any
    • Select “InMaintenance” in the “Active Site Home Page” field, unless you have built a Visualforce Page that you want displayed on the Site permanently.
    • Select “Active” to be checked

Thats it! You have just set up a new site. Depending on how many licenses you have purchased from Salesforce, you may be able to create multiple Sites. You can also refer here for further instructions as provided directly by Salesforce.

 

Make sure to check out our Site Permissions article to correctly configure the site’s permissions.

Subscribe To Our Newsletter

Get updates and learn from the best

More To Explore

3B Initiative

Gaby F – 5 Stars

Multiple use cases for multiple Salesforce implementations Thank you so much for the review, Gaby – it is always pleasure working with you and the

3B Initiative

Colette B – 4 Stars

3B Forms Thank you so much for the review, Colette – we are lucky to have clients like you on our portfolio! The exact coordinates

Product Features

User Tracking

Understand how long users take to submit a form and where they are at.

Innovate, improve, empower. We believe engaged and happy customers make great partners, and see continuous feedback and collaboration as key levers in our shared drive for success. You need a small customisation to fit that nonconforming process step you have? We are more than happy to offer it free of charge. You have a recommendation for improvement/feature implementation? We are happy to listen, and will issue you with a special certificate to credit you for an idea that goes into the product.

As (we hope) you probably guessed yourself already – we want to be the single most flexible and customer-friendly forms solution on the market.