Introduction
The following steps will walk you through how to use FormAssembly's Lightning Component to publish a form within your Salesforce Community.
Prior to starting these steps, please make sure you have installed FormAssembly for AppExchange. (Note: you do need to be logged into your Salesforce org to access this upgrade link) by following the steps outlined here.
Please note, you do not need to use the Salesforce Community Authentication (available at the Enterprise level) in order to use our Lightning component and embed a form in your Community. This is an option, if you would like your forms to be restricted only to your Community members, however, it is not required.
Additionally, if you are a Premier or Enterprise user, you can use the Salesforce Prefill Connector with our Lightning component. If you are an Enterprise user, you can use the Prefill Connector with the Salesforce Communities Authentication enabled (although it is not required).
You also do not need to setup Single-Sign On (SSO) between Salesforce and FormAssembly in order to be able to use the FormAssembly Lightning component.
The Lightning component can be installed in a sandbox by using this link.
Please note that support for Communities varies across device type and browser. Please refer to Salesforce for information pertaining to their browser support requirements for communities.
Configuration Steps
1. Go to Setup → All Communities and click Manage for the community where you plan to publish your form.
2. Go to the Community 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, please make sure you have installed FormAssembly from the AppExchange and have updated to at least version 2.15.
4. Drag the form to place on your page where you would like it. Then, open a new tab or browser window and login to your FormAssembly account.
5. Within FormAssembly, find the form you would like to publish and go to Configure → Processing.
Please Note: Salesforce communities auth is only available with Enterprise and Compliance Cloud plans. Premier plan customers can still publish their forms in a community, but you will need to skip steps 5-8.
6. Under Allow Responses From select Salesforce Community User.
7. 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.
8. Next, scroll down to Step 2. FormAssembly Lightning Component. You will need to copy and paste these two values over to the Lightning Component dialog box on your Community Builder page.
9. Return to your Community 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.
10. Press enter on your keyboard to save that information. Finally, publish the changes to your Community. You should now be able to see the form when logged in to your community.
Troubleshooting
After you publish your form, if you are seeing "Please wait" or "Form will be displayed here" on your live community where the form should be, there are a few setting you will need to check to attempt to resolve this error.
For FormAssembly App version 2.1:
1. Go to Salesforce → Setup → Installed Packages → Configure (for FormAssembly) under FormAssembly Setup Information. Once there, make sure the FormAssembly instance URL is correct. It defaults to app.formassembly.com. If you are an Enterprise or Compliance Cloud user, you will need to update this URL to your unique FormAssembly URL.
Once you've confirmed the installed package URL is correct, you will need navigate to Setup → Custom Settings. If a FormAssembly Configuration does not exist, click New at the top to set up a new organization level value. After selecting new, make sure that the URL reads app.formassembly.com if you are a Professional or Premier client, or shows your Enterprise instance URL including if you are an enterprise client. Then, click Save. (Note: If you are using version 2.10 or later of the FormAssembly App, you will need to make sure the url here and in your installed package configuration includes https://)
Refresh your community, and your form should now show.
For FormAssembly App version 2.15 (current version):
Go to Salesforce → Setup → Installed Packages → Configure (for FormAssembly) under FormAssembly Setup Information. This will take you to the following screen:
To confirm what the instance URL is, you'll need to scroll down and go to "previous", "edit details", "previous", then you will end up at this page:
You will need to make sure the instance URL does not include the https:// here.
Once you've confirmed the installed package URL is correct, you will need navigate to Setup → Custom Settings → Manage → Edit. Make sure the instance URL matches the installed package URL (does not include the https://):
Refresh your community, and your form should now show.
2. If the Custom Setting does not resolve the error, go to Salesforce → Setup → CSP Trusted Sites. 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 CSP Trusted Sites:
- http://www.tfaforms.com/
- https://www.tfaforms.com/
3. If the form is still not displaying, go to Salesforce → Setup → Manage Users → Profiles. Find the user profile that you are using for your Community User and click Edit. Using CTRL-F, search for "API" and confirm that the API Enabled setting is checked:
If you are still not able to see your form in the community, please contact our support team.
Prefilling with the Lightning Component
If you are a Premier or Enterprise/Compliance Cloud user, you can use the Salesforce Prefill Connector to prefill information directly into your form, even when that form is embedded within your Community.
Please note, we recommend only embedding a single form onto a single Community page.
To begin, please follow the directions for setting up your Prefill Connector on this page.
Once your Prefill Connector is set up, you will need to create a prefilling link. This will be the link to your community page where you have embedded the form, along with the prefilling parameter added to the end of that link.
For example, if your form was embedded on your community page at the following URL:
https://FAdemo.na50.force.com/prefillingtest/s/
Then you would need to append ?queryparameter=XXXXXX to the end of that URL.
Where "queryparameter" is equal to the unsafe query parameter you have set up in your prefill connector, and XXXXXX is equal to the value that you are wanting to match in your Salesforce records.
In the end, your link would look similar to this:
https://FAdemo.na50.force.com/prefillingtest/s/?queryparameter=XXXXXX
For additional help on setting up your Prefill Connector and your prefilling link, please see these videos.