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Installation

How to Install 3B Forms

0 – All Versions – Installation Links

  • J. Ridge
  • June 16, 2018
  • Installation
  • 0 Comments

List of Package Versions Notes Version Type Name Status Release Date Here 1.0 BETA Aloha Deprecated 2018-07-29 Here 1.1 BETA Aloha Deprecated 2018-07-29 Here 1.2 BETA Aloha Deprecated 2018-07-29 Here…

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6. Creating Your First Form

  • J. Ridge
  • June 15, 2018
  • Installation / Installation & Upgrades
  • 0 Comments

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…

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5. Application Setup

  • J. Ridge
  • June 15, 2018
  • Installation / Installation & Upgrades
  • 0 Comments

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…

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4. Site Permissions

  • J. Ridge
  • June 15, 2018
  • Installation / Installation & Upgrades
  • 0 Comments

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…

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3. User Permissions

  • J. Ridge
  • June 15, 2018
  • Installation / Installation & Upgrades
  • 0 Comments

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…

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2. Set up a Site

  • J. Ridge
  • June 15, 2018
  • Installation / Installation & Upgrades
  • 0 Comments

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…

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1. Install/Upgrade from a link

  • J. Ridge
  • June 15, 2018
  • Installation / Installation & Upgrades
  • 0 Comments

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…

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