7. Troubleshoot Attachments/Signatures/PDF
If you are using forms internally (i.e in a community/authenticated user), you may not be able to upload attachments, signatures or PDF files to Salesforce. Often this is caused because…
6. Creating Your First Form
Start Building Forms If you have followed the instructions correctly, you should now be able to build forms very quickly! Classic UI Lightning UI Step 1 - Navigate to…
5. Application Setup
Great! So far we have configured the access & permissions needed to run the application. So what's next? Well, we need to access the application itself! If you are installing…
Version Upgrading
3B Forms are a Native Application on the Salesforce (Force.com) Platform, which is a SaaS Platform. As in most SaaS Platforms, you (the customer) benefit from regular upgrades which bring…
4. Site Permissions
NOTE January 2020: If you are installing version 1.43+ (if you have found this applicaiton after the 27th of January 2020), you do NOT need to give explicit public access…
3. User Permissions
All the internal users (with a Salesforce License) which will be creating Forms through the builder, completing generated forms or in general will distribute forms out will need to have…
2. Set up a Site
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…
1. Install/Upgrade from a link
Installation instructions Package versions can be found here: https://www.3bforms.com/knowledge-base/all-versions-installation-links/ Select Desired Version You can find all of the currently supported versions. It is a good practice to select the…