Use the FormAssembly Lightning Component in Salesforce Experience Cloud (Previously Communities)  

Prior To Setup

The following steps will walk you through using FormAssembly's Lightning Component to publish a form within your Salesforce Experience Cloud Site.

Before starting these steps, please ensure you have installed FormAssembly for AppExchange. Follow the steps outlined here to install and set up the application.

Things to Note:

• You do not need to use the Salesforce Community Authentication (available for Team plan customers and up) to use our Lightning component and embed a form on your Experience Cloud Page. This is an option if you would like to restrict your forms to your Experience Cloud Users only, and it is not required.
• If you are a Team plan user and have the Salesforce Add-on, you may use the Salesforce Prefill Connector with the Salesforce Communities Authentication enabled (although it is not required) to prefill Experience Cloud Users’ information.
• You do not need to set up Single Sign-On (SSO) between Salesforce and FormAssembly to use the FormAssembly Lightning component.
• The Lightning component can be installed in a sandbox by using this link.
• Support for Experience Cloud varies across device types and browsers. Please refer to Salesforce for information about their browser support requirements for communities. 

Configuration Steps

1. Go to Setup → Feature Settings → Digital Experiences → All Sites and click Builder for the Experience Cloud Site where you plan to publish your form.

2. Go to the Experience Cloud Builder, find the page where you want to publish the form, and select Components.

3. Next, select FormAssembly Form under Custom Components. If you do not see this option, ensure you have installed FormAssembly from the AppExchange and have updated it to at least version 2.34.

4. Drag the form to the place on your page where you would like it. Then, open a new tab or browser window and log in to your FormAssembly account.

5. Within FormAssembly, find the form you would like to publish and copy the Form ID of the form you would like to publish. 

6. Return to the Experience Cloud Builder page and paste the Form ID into the Lightning Component dialog box. 

7. Return to your FormAssembly account, find the form you would like to publish, and go to Configure → Processing.

8. Under Allow Responses From select Salesforce Community User.

9. Click Configure and then enter your Portal Login URL and Salesforce Org ID. Additional information and details on this process can be found on our Salesforce Communities Authentication page.

10. Next, scroll down to Step 2. FormAssembly Lightning Component. Copy and paste these two values to the Lightning Component dialog box on your Experience Cloud Builder page.

11. Return to your Experience Cloud Builder page and paste the token value into the Lightning Component dialog box. Additionally, you will need to paste in the Form ID, which can be found at the top of the configuration page.

12. Press enter on your keyboard to save that information. Finally, publish the changes to your Experience Cloud Site. You should now be able to see the form when logged in to your Experience Cloud Site.

Add FormAssembly Apex Class Permissions for Experience Cloud Users

To ensure the function of forms embedded using the FormAssembly Lightning Component for Salesforce Experience Cloud Sites, you will need to assign specific Apex Classes to Guest and Experience Cloud Users.

You may follow the steps in either of the two options:

Option 1: Using Enhanced Profile Views to Modify User Profiles

1. Navigate to Setup → Users → Profiles
2. Select your Experience Cloud User Profile
3. At the top of the profile select the Enabled Apex Class Access option, this will redirect you to the Enabled Apex Class Access section where you can see the Apex Classes this profile has access to. 
4. Select Edit
5. Select all Available Apex Classes containing the "tfa." prefix namespace and add them to the Enabled Apex Classes 
   • Note: Apex Classes are case-sensitive and the lowercase "tfa." classes may appear towards the bottom of the list.
6. Click Save

Option 2: Adding User Permission Set

1. Navigate to Setup → Users → Permission Sets
2. Create a new permission set to apply to users who need access to FormAssembly forms embedded in Salesforce Experience Cloud Sites. 
3. Select the newly created permission set.
4. Under the Apps section, select Apex Class Access
5. Click Edit
6. Select all Available Apex Classes containing the "tfa." prefix namespace and add them to the Enabled Apex Classes 
   • Note: Apex Classes are case-sensitive and the lowercase "tfa." classes may appear towards the bottom of the list.
7. Click Save
8. Click on Manage Assignments to apply the permission set to any users that need access.

Troubleshooting

After you publish your form, if you see "Please wait" or "Form will be displayed here" on your live Experience Cloud Page where the form should be, there are a few settings you will need to check to attempt to resolve this error.

Method 1

For FormAssembly App version 2.4 or Lower:

You will need to complete the new package setup process introduced in version 2.15 up to the current version. You can access the documentation on how to install FormAssembly for AppExchange here.

For FormAssembly App version 2.34 (current version):

1. Go to Salesforce > Setup > Installed Packages > Configure (for FormAssembly) under FormAssembly Setup Information. This will take you to the following screen:

2. To confirm what the instance URL is, scroll down and go to "previous", "edit details", and "previous" to reach the page below:

3. Make sure the instance URL does not include "https://" here. 

4. Once you've confirmed the installed package URL is correct, navigate to Setup > Custom Settings > Manage > Edit, and ensure the instance URL matches the installed package URL (and does not include "https://"):

5. Refresh your Experience Cloud Page and your form should now show.

Method 2

If the Custom Setting does not resolve the error, go to Salesforce > Setup > TRUSTED URLs. If your FormAssembly instance URL is not configured as a trusted site, add it here. 

In addition to your FormAssembly instance URL (Enterprise and Compliance Cloud users), we recommend adding the following sites to your list of TRUSTED URLs:

• http://www.tfaforms.com/ 
• https://www.tfaforms.com/

Method 3

If the form is still not displaying, go to Salesforce > Setup > Manage Users > Profiles. Find the user profile you are using for your Experience Cloud User and click Edit. Using CTRL-F (or Command-F for MacOS), search for "API" and confirm that the API Enabled setting is checked:

Method 4

If you are still unable to see your form on the Experience Cloud Page, please contact our support team. 

Prefilling with the Lightning Component

When a form is embedded in an Experience Cloud Page with the FormAssembly Lightning Component, it is possible to use standard prefilling methods to prefill Salesforce data into your form.

1. You can prefill through the Experience Cloud Page URL.
2. You can prefill your form using the Salesforce Prefill Connector. 
3. If you have enabled Salesforce Communities Authentication, then you can prefill using session parameters. 

When prefilling using methods 1 and 2, you'll need to add the prefill values to the URL of the Experience Cloud Page. 

• For the following URL: https://FAdemo.na50.force.com/prefillingtest/s/
  • Method 1:  If your form was embedded on your Experience Cloud Page at the URL above and you are prefilling through the URL, you would need to append "?field_alias=XXXXXX" to the end of the URL.  
    • https://FAdemo.na50.force.com/prefillingtest/s/?field_alias=XXXXXX
  • Method 2:  If your form was embedded on your Experience Cloud Page at the URL above and you are using the Salesforce Prefill Connector, you would need to append "?queryparameter=XXXXXX" to the end of that URL.   
    • https://FAdemo.na50.force.com/prefillingtest/s/?queryparameter=XXXXXX 

Please refer to the help documentation for your chosen prefilling method before building your link.