Use FormAssembly in Salesforce 


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Introduction

FormAssembly for AppExchange is an app that allows you to access your FormAssembly account from within Salesforce, without requiring a separate login (this is also called Single Sign-On or SSO).

You may access the same form building and Salesforce integration capabilities by signing up directly on our main website: https://www.formassembly.com/ and selecting our Professional, Premier, or Enterprise Plan.


Getting Started

Follow the step by step guide below to begin using FormAssembly within Salesforce. Please note that FormAssembly for AppExchange can only be used between a single FormAssembly account and a single Salesforce account, and that the usernames for both must match.

You must complete this process while signed in as the administrator for your Salesforce instance.

Please answer the following questions to move through this document.
 


1) Would you like to be able to access FormAssembly from within your Salesforce instance?  


Yes.  Continue to question 2.
 
No.  You do not need to install FormAssembly for AppExchange.
 

Please note: Using FormAssembly for AppExchange will only change your user experience. All functionality is the same whether accessing FormAssembly through AppExchange or through app.formassembly.com (or your equivalent Enterprise URL).

 


2) Does your FormAssembly username exactly match your Salesforce username?


Yes.  Continue to question 3.
 
No.  Please contact our support team and request that your username be changed to match.  Once your username has been changed, please continue to question 3.
 
3) Have you already installed the FormAssembly app for AppExchange?


Yes.  Please make sure you have the most recent version by installing this package (version 2.15).  Then continue to question 4.
 
No.  Please install our most recent version (currently version 2.15) then continue to question 4.

 

Please note: During this installation process you will need to decide if you will be installing FormAssembly for AppExchange for Admins only, for all users, or for specific profiles. This will only impact who can access FormAssembly from within your Salesforce instance via the FormAssembly app. It will not have an impact on your FormAssembly settings or configuration.

 

4) Was the installation of the FormAssembly app for AppExchange successful?


Yes  Once the installation has completed, you will see a notification appear in Salesforce. Click on this notification to continue with the setup process.

Now click Let's Get Started to begin the setup wizard. You will be taken through the following steps:

1. Confirm Account - Confirm that you have an active FormAssembly account that can be connected to Salesforce.
2. Clarify Details - Select your current FormAssembly plan from the list. This will be setting your instance for the app, so be sure to choose the correct plan. If you have an Enterprise or Compliance Cloud account, make sure your FormAssembly instance URL is entered exactly as shown in your browser's address bar.
3. Confirm Username - Confirm your usernames match just as you did in step 2 of this document. 
4. Test Connection - This will open a new tab where you can log into FormAssembly. This is being done to check your connection and settings. If you're unable to log in, check again to make sure that your selected plan was correct and that your usernames match. 
5. Finish Setup - Your setup is now complete! You should now be able to access your FormAssembly account inside Salesforce.
 

No. Please make sure that you are logged in as the system administrator and try again. If you are still having difficulty, please contact our support team.
 

5) Do you need to setup additional Salesforce users or profiles that will be using the FormAssembly App?


Yes.  You may add in additional profiles and roles by going to your custom settings and clicking on Manage next to the FormAssembly package.

If you are an Enterprise user, these new profiles/users must all have their instance URL set to xxxxx.tfaforms.net with "xxxxx" being replaced by your instance URL. Once this step is done, just complete the email verification process and you're all finished and you can now launch the FormAssembly app from the app launcher!

No.  Complete the email verification process and you're all finished!  You can now use the FormAssembly app within Salesforce by going to your app launcher.  If you do not have a FormAssembly account yet, you can sign up for one through the app.  If you do have an account, you can sign in through the app.

Installing the FormAssembly App on a Sandbox Instance

If you are installing FormAssembly for your Salesforce sandbox instance, you will first need to have the 2.15 version of the app installed in your production instance, as explained above.

Next, please refresh your sandboxes by going to Setup > Sandboxes > Refresh.

You should now see FormAssembly installed for your sandbox as well. 


Using Single Sign-On Between Production and Sandbox

As noted above, SSO can only be used between a single Salesforce account and a single FormAssembly account, because the usernames must match.

Therefore, if you are planning on using SSO for both a sandbox instance of Salesforce and a production instance of Salesforce, you will need to request that your username be changed when switching between the two, in order for your FormAssembly and Salesforce username to match. Please note, if you are an enterprise user, you have the capability to change your username from the admin dashboard.

Alternatively, you can login to FormAssembly at app.formassembly.com or through your enterprise URL to avoid changing your username. You will have access to identical functionality by logging into the FormAssembly through the web, when compared to logging in through SSO in Salesforce.


Single Sign-On and SAML

SAML 2.0 is supported for Single Sign-On.


Winter '20 Release Notes

Contained within the Winter '20 release, the following Critical Update was included: "Restrict Access to @AuraEnabled Apex Methods for Guest and Portal Users Based on User Profile".

If you have enabled the Critical Update AND you are embedding forms in Communities using the Lightning Component, you will need to add the FormAssembly Admin Permission Set to your Communities Users.

Steps:

  1. Go to Setup > Manage Users > Users.
  2. Click on the community user who needs to access the form.
  3. Click on Edit Assignments under Permission Set Assignments.
  4. Add FormAssembly Admin to the Enabled Permission Sets.



Adding Permissions to Multiple Users:

  1. Go to Setup > Manage Users > Permission Sets.

  2. Click on the FormAssembly Admin Permission Set.

  3. Click on Manage Assignments.

  1. Click on Add Assignments.

  1. You will be taken to a page where you can assign multiple users to that permission set.

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