Use FormAssembly in Salesforce 


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Introduction

FormAssembly for AppExchange is a tool 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: http://www.formassembly.com and selecting our Professional, Premier, or Enterprise Plan.

We highly recommend using the video tutorial below to help guide you through this process.


Getting Started

Follow the step by step guide below to begin using FormAssembly within Salesforce.  These steps will work for both Salesforce Classic and Salesforce Lightning users.  

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 the 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 (currently version 2.6).  Then continue to question 4.
 
No.  Please install our most recent version (currently version 2.6) 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. You will be automatically taken to your Installed Packages page.  Find the FormAssembly package and click Configure, then click Edit.  You will see this screen:

If you are a premier or professional plan user, make sure your FormAssembly instance URL is set to app.formassembly.com

If you are an enterprise user, make sure you FormAssembly instance URL is set to xxxxx.tfaforms.net (where xxxxx is your instance name).

Regardless of your plan type, you will also need to set a Location.  This can either be a profile (e.g., system administrator) or a user (e.g., yourself).  For initial setup, this should either be the system administrator user, or the system administrator profile. Please refer to the video tutorial below for additional help on this step.

Once you've completed this setup, click Save and move on to question 5.
 
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, as mentioned in question 4 above. You can watch the video tutorial below for additional help on this step if needed.  Once this step is completed, you're all finished and you can now launch the FormAssembly app from the app launcher!

No.  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.

Video Tutorial

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