Salesforce forms for Formyoula-only users
Deploy Formyoula forms to Salesforce users or Formyoula-only users. Formyoula-only users fill in the forms, and submissions create or update the mapped Salesforce records. Each person who captures entries needs a Formyoula licence, and the form owner needs a Salesforce licence.
How do Formyoula-only users submit data into Salesforce?
Forms can be deployed to Salesforce users or Formyoula-only users, so Formyoula-only users can fill in forms that create or update Salesforce records. Each person who captures entries needs a Formyoula licence, and the form owner needs a Salesforce licence.
- Formyoula works with any Salesforce licence, including partner licences.
- Formyoula-only users can capture entries on iOS, Android and the Formyoula mobile web app, including offline; entries sync to Salesforce when the connection returns.
- Submissions can include photos, signatures and files saved to Salesforce as Chatter files, attachments or documents.
- You can start with Formyoula-only users and add Salesforce connections and field mappings when your objects are ready.
How it works
- Build the form. In Formyoula, drag fields onto a form. Connect it to Salesforce, pick the standard or custom object it writes to, and map each form field to a Salesforce field.
- Deploy the form. Share it with Salesforce users or Formyoula-only users. Formyoula works with any Salesforce licence, including partner licences. Each person capturing entries needs a Formyoula licence, and the form owner needs a Salesforce licence.
- Capture on the devices you already use. Formyoula-only users can fill in forms on iPhone and iPad, Android, Mac and Windows, or the Formyoula mobile web app for desktop and mobile browsers.
- Save the data into Salesforce. Entries create or update the mapped records, including related records you configure. If the form is filled in offline, it is stored on the device and submitted when the connection returns.
Where this is used
- Contractors and partners: deploy forms to Salesforce users or Formyoula-only users, including partner licences.
- Event and trade-show staff: capture leads and contacts on a phone or tablet, including with no Wi-Fi, then create the Salesforce records when the device reconnects.
- Volunteer and field teams: the same form can go to Salesforce users and Formyoula-only users on native apps or the mobile web app.
- Kiosks and shared devices: build branded forms for kiosk stands.
Frequently asked questions
How do Formyoula-only users submit data into Salesforce?
Forms can be deployed to Salesforce users or Formyoula-only users, so Formyoula-only users can fill in forms that create or update Salesforce records. Each person who captures entries needs a Formyoula licence, and the form owner needs a Salesforce licence.
Who can fill in the forms?
Deploy forms to Salesforce users or Formyoula-only users. Formyoula works with any Salesforce licence, including partner licences. Each person capturing entries needs a Formyoula licence, and the form owner needs a Salesforce licence.
Does the form owner need a Salesforce licence?
Yes. The form owner needs a Salesforce licence. Each person capturing entries needs a Formyoula licence. Forms can be deployed to Salesforce users or Formyoula-only users.
Can Formyoula-only users work offline?
Yes. Forms open and can be filled fully offline on iOS, Android and the Formyoula mobile web app. Entries are saved on the device and sync to Salesforce when the connection returns.
What gets saved to Salesforce?
Submissions create or update the mapped Salesforce records. One form can create related records. Photos, signatures and files can be saved as Chatter files, attachments or documents, and you can attach the form entry as a PDF.
Can we start before Salesforce objects are ready?
You can start with Formyoula-only users and add Salesforce connections and field mappings when your objects are ready.
See related pages
Read offline forms for field workers, compare Formyoula and Salesforce Data Capture, or see pricing.