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          Form Framework Editions and Permissions

          Form Framework Editions and Permissions

          Review the supported products and editions for Form Framework. Then, learn about how your product handles permissions and how to assign them.

          User Interface

          The Form Framework feature is available in Lightning Experience.

          Editions

          • Agentforce for Nonprofit: Enterprise, Unlimited, and Developer Editions
          • Agentforce for Education: Enterprise, Unlimited, and Developer Editions
          • Agentforce for Public Sector: Enterprise, Performance, Unlimited, and Developer Editions

          Required Form Framework Permissions

          To use Form Framework, Salesforce admins and users need the user permission named Use Form Framework. Typically, a Salesforce admin assigns a permission set, which includes this user permission.

          Permission Set Products Notes
          Form Framework Manager
          • Nonprofit Cloud for Grantmaking
          • Public Sector Solutions
          Assign to users who set up forms and applications.
          Form Framework User
          • Nonprofit Cloud for Grantmaking
          • Public Sector Solutions
          Assign to users who complete forms and applications in Salesforce CRM.
          Form Framework for Experience Cloud
          • Nonprofit Cloud for Grantmaking
          • Public Sector Solutions
          Assign to users who complete forms and applications in Experience Cloud.

          Don't see your product here? Contact your account executive for more information. Or look for a permission set that includes the Use Form Framework user permission. To see what’s included in a permission set, click View Summary on the permission set’s detail page in Setup. Review your cloud’s documentation, too.

          Other Required Permissions

          In addition to the Form Framework permissions, you must be able to create and edit records for the objects and fields that you use with Form Framework. Check your product documentation to know the permission sets that give you access to the objects and fields for your forms.

          Example
          Example For example, to set up a grant application, you also need the ability to create and edit records for the objects involved in the application. The Grantmaking Manager permission set includes these permissions.

          Customizing Permissions

          If you customize Form Framework, such as by adding fields, create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the Form Framework permission set in addition to your custom permission sets. This approach makes sure that users always have the latest default permissions and is an alternative to cloning permission sets.

           
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