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Native Forms
Documentation

Create your first form

Forms go hand in hand with your Org objects. Allowing you to use your Object fields to create a form that will reflect the exact information you want to get from your users.

Create a new form

You can create a form the same way you do with any other record in Salesforce.

  • Navigate to Native Forms on your Salesforce App Launcher.
  • Select The Forms Tab from the app.
  • Click the new button.
  • Provide a Name and a Description.
  • Select the Object you want to create a form for.
  • Start Building your Form.

Update an existing form

Previously created forms can be accessed on the list view of the Forms tab.

  • Navigate to Native Forms on your Salesforce App Launcher.
  • Select The Forms Tab from the app.
  • Select the form you are looking for from the list.
  • The modal allows you to update the title and description for the form.
  • To open the form builder, click on the open builder button on the bottom left of the modal.

Update Form details from the Builder

To update the title or description of a form from the builder, click on the Configure button in the top right of the Form Builder.