FormForce Demo

This demo shows a real production-like integration flow. External users cannot access data, forms, or records directly. Everything starts with a connected client application and a secure Salesforce OAuth connection.

Use Case Scenario

  • Client creates a Salesforce Connected App
  • OAuth credentials are generated
  • Client connects Salesforce org to FormForce
  • Client creates a form bound to Salesforce objects
  • Form is embedded into an external website/app
  • External user submits the form
  • FormForce processes and validates the data
  • Record is created in Salesforce

System Flow

1. External Client App

Create a Salesforce External Client App and generate OAuth credentials

External Client App
External Client App
External Client App

2. Secure Connection

Connect Salesforce org to FormForce using Client ID & Secret

Connection
Connection

3. Form Configuration

Select Salesforce object and dynamically bind fields

Form
Form

4. Embed & Share

Generate public link or embed code for external platforms

Share

5. External Submission

External users submit data without Salesforce access

Embed Form

6. Processing & Approval

Validation, security checks, and approval before write

Records

7. Salesforce Record Creation

Data is written into Salesforce standard or custom objects

Org View