FormForce – Help Guide

Connecting to Salesforce

To connect your Salesforce org, simply create a Connected App in your Salesforce environment and copy the Consumer Key and Consumer Secret into the connection form in FormForce.

1. Create a Connected App in Salesforce.
2. Enable OAuth & copy the Consumer Key/Secret.
3. Paste them into FormForce (Client ID & Client Secret).
4. Generate the auth link and approve access.

All connected orgs appear in your org list. You can disconnect or remove them anytime.

Creating Forms

1. Go to Forms → Create New Form.
2. Enter your Salesforce Object API Name (e.g., Lead).
3. Select the Salesforce Org to send submissions.
4. Add fields such as Text, Number, Checkbox, Dropdown, etc.
5. Use the Fetch Fields icon to pull Salesforce metadata.

A live preview updates automatically as you add fields.

Managing Forms & Submissions

• View – Fill out the form manually.
• Edit – Change fields or settings.
• Delete – Send the form to the recycle bin.
• Records – View all submissions.
• Share – Get a public link for users.