4. Site Permissions

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3B Forms relies on a Salesforce Site in order for Forms to be made publically available. As part of the initial (and continual) setup, you will need to give appropriate access to Objects, Fields, Pages and Classes to each and every Salesforce Site on which you want to post forms. You can refer to User Permissions article to learn how to give permissions to a profile/user.

The set up is very similar as the User Permissions article, however this time we need to also give Object & Field-Level permissions access to all the objects which will be used to build forms for.

Navigate to the Site(s)

You will need to navigate to the site(s) for which you will want to post forms on.

  • Click on “Setup” at the top right hand corner
    Lightning Classic

 

  • In the “Quick Find” box type “Sites” and select the option under “Develop” (“Sites and Domains” for Lightning)
  • Select the site you want to provide access to Forms by clicking on the “Site Label”
  • Click on “Public Access Settings” button at the top of the record

 

  • Follow the instructions in the User Permissions article and give access to
    • Form Visualforce Pages
    • Form Apex Classes
    • All of the Form Objects
    • All of the fields for the Form Objects
  • This time, there is an additional step, however, and that is that you need to provide Object Level & Field-Level access to all the objects that you will be using to create forms for.

NOTE:

Before giving access to Objects/Fields on the Salesforce Site, make sure that you are aware of the following conditions:

  • Everyone will have access to those Objects/Fields
  • Forms will not work if there is no access to an Object/Field (if field-level permission is not awarded, the field will not be displayed on the form)