NOTE:

If you are installing version 1.43+, you do NOT need to give explicit public access to all fields and objects that are part of 3B Forms – instead, you only need to give public access to all apex classes and visualforce pages.

Installation Instructions

To install the app, open the link of the desired version and log in to Salesforce.

1. Go to Setup -> Sites and pick a site which will be used for form distribution (or create a new one).
2. Go to Setup -> Chosen Site -> Public Access Settings  and:
   • Grant Apex Class access to all b3f Classes (required for attachments and PDF)
   • Grant Visualforce access to all b3f Visualforce Pages (required for basic operation)
   • Grant Read, Create, Delete, Update, View All, Modify All access to all objects for 3B Forms
   • Grant Edit and Read access to all fields for all objects for 3B Forms
3. That’s it!

You can now navigate to the Forms tab and start creating forms. To preview a form (and make sure that non-salesforce users can too), go to the URL Builder and copy the url. Paste it in a new window – you should see the form you built! If you misconfigured Step 2, point 2 or 3 (granting object and field access) the tool will alert you.

Please remember to report any bugs or improvements to:

support@3bforms.com