Slaesforce FAQ

how to use 123formbuilder in salesforce

by Mr. Torey Pfeffer MD Published 2 years ago Updated 1 year ago
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Search for 123FormBuilder and hit the Get It Now button. Next, choose the appropriate environment for you to install the package. When the installation is completed, you should see the package installed in the Apps section of your Salesforce account.

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Full Answer

How many forms can I create with 123formbuilder?

This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information. How many forms can I create? It depends on the service plan you are on.

What is the dashboard in 123 form builder?

Read more The Dashboard is the first page you see when you log in to your 123 Form Builder user account. It includes the general status of… Read more In the My Forms section, you can view all the web forms stored in your account and open their menus to get to the other…

How do I integrate my form with Salesforce?

With the Salesforce integration, you can import form data from your submitters to your Salesforce account. Type in your Salesforce email address, password, and authentication token. The Salesforce authentication token needs to be retrieved from your Salesforce account. Read here the instructions on how to do it.

How to change the password of my 123 form builder account?

To change the password of your 123 Form Builder account, select your username and click on the Change Password option. You have to enter the… Read more I cannot connect the Zoho CRM app to my account. Why? How to export form submissions to excel? How many API calls can I use? How to create a contact form with reCAPTCHA?

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How to view and download your 123 Form Builder invoices

In this article, we illustrate how to manage your payment details associated with your subscription and how to view and download your invoices. When you purchase… Read more

White Label Links, Mentions and Help Section

123 Form Builder links & mentions This is where you define what links and mentions can be kept from our end on the white label… Read more

Why is my account suspended?

Collecting and managing data is a huge responsibility. 123 Form Builder is here to help you collect the data you need as easily as possible,… Read more

How do I request to permanently delete my 123 Form Builde..

To permanently delete your account, send us your request at [email protected] from the email address associated with the account. Once we receive the request, we permanently delete… Read more

How to view and download your 123 Form Builder invoices

In this article, we illustrate how to manage your payment details associated with your subscription and how to view and download your invoices. When you purchase… Read more

White Label Links, Mentions and Help Section

123 Form Builder links & mentions This is where you define what links and mentions can be kept from our end on the white label… Read more

Why is my account suspended?

Collecting and managing data is a huge responsibility. 123 Form Builder is here to help you collect the data you need as easily as possible,… Read more

How to create email template?

Composing the email template 1 Default notification template is commonly used by the form owner and form recipients. 2 Payment template is the email sent to form users when their payment is marked as complete. 3 Approval request template. Here you can change the content that the approver (s) of your form receive. 4 Autoresponder. Set up personalized autoresponder messages to thank your users for their submission. 5 Copy of submission template has the same structure as the default notification template. The difference is that it’s addressed to the form users. 6 Quiz template shows the quiz results along with the Quiz Summary.

Can you add a file to an email template?

Hit the source code icon (< >) and create your own fully customizable template using HTML language. Furthermore, you can attach a file to the email template.

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