Salesforce Communities Authentication 


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Overview

If Salesforce Communities (formerly Salesforce Portal) authentication is enabled for a form, only authenticated users can access the form. Using this authentication combined with the Salesforce Prefill Connector, you can also prefill the form with the authenticated user's information.


Requirements

You'll need a FormAssembly Enterprise Plan and have a Salesforce Customer or Partner Portal set up.


Enable the Salesforce Communities Authentication

  1. Select Processing Options for the form you'll be working with.
  2. In the Allows Responses From: section, choose Salesforce Portal Users.
  3. Click configure.

Configure Salesforce Communities Authentication

Step 1. Portal Address

In the configuration page for your form's Salesforce Portal Authentication, the Portal Login URL is required. By pasting this link in the form, you will direct all users who are not in a current session to your authentication page to log in to the portal.

Step 2. Form Link

To direct your user to the form, use the link provided in step 2. You may place this link in a tab, link, or button within the portal to redirect your users to the form.

If you are using the link on a Visualforce page, within a button, or as a tab it will look like this:

<apex:outputLink value="PASTE VISUAL FORCE LINK HERE" id="theLink">Click here to log into the form.</apex:outputLink>

Note:
  • This link will only work within Salesforce.
  • This link will only be accessible to users who have logged into the portal.
  • You may reset the form link by clicking the reset link.
  • If you disable and then re-enable the Salesforce Portal authentication for this form, your form link will change, and you will need update your portal's tabs, links, or buttons accordingly.

If you are using Visualforce you can can also use <apex:iframe> to embed the form as an iFrame within the page.

Step 3. Options

If Save & Resume is enabled for your form, you can enable it to automatically resume the last saved response once the user has been authenticated.

Authenticated users who save their response will be able to automatically resume their response the next time they log in. (Users who saved more than one response before auto-resume is enabled will still be able to pick which response to resume.)

Step 4. Prefilling Options

If you are using the prefilling connector with your Communities authentication, you can use the %%SF_PORTAL_USER_USERID%% alias in order to lookup a User ID and any information associated with your users.

Note: You'll need to setup this lookup as a Formula and not an unsafe query parameter.

Step 5. Setting Profile API Access

You will also need to give API access to the specific profiles that will be accessing your Community.

This can be done by going to Admin → Manage Users → Profiles → "Name of profile you want to give access to" → Administrative Permissions → API Enabled


Video Tutorial

 
Note: This video was created in our legacy interface. If you are using our new, Gemini interface, it will look different but the setup and implementation steps will be the same. If you run into any difficulty, please send support a message using our in-app chat and we will help you resolve whatever issue you may be having.

Resolving Common Publishing Issues

If you are running into difficulty getting your form published on your Salesforce Communities page, please read these common issues below to make sure that you've completed the necessary steps for publishing.

Enable API Permission for Community User Profile

Please ensure that you have given API access to the specific profiles that will be accessing your Community.

This can be done by going to Admin → Manage Users → Profiles → "Name of profile you want to give access to" → Administrative Permissions → API Enabled

Check your Organization ID

Double check that you have entered the correct Organization ID under Step 1 of the configuration process. Your Organization ID can be found by going to Setup → Company Profile → Company Information

Use an Apex Link

If you are adding the link to a Visual Force page, a button, or as a tab, you will need to wrap the link from Step 2 in Apex tags:

<apex:outputLink value="PASTE VISUAL FORCE LINK HERE" id="theLink">Click here to log into the form.</apex:outputLink>

Form Access

When using this method, your users will not be able to naviagate directly to the form. They will always need to login to your Community, and then click on a link or a tab to be directed to the form.

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