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Extend Salesforce with Clicks, Not Code
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            Adding a Form to the Page

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            Adding a Form to the Page

            Use forms to collect data from your site visitors and submit the data to standard or custom Salesforce objects. Create web-to-lead forms, capture customer details, or gather feedback on your products or services.

            Required Editions

            Available in: Salesforce Classic

            Available for purchase in: Enterprise, Performance, and Unlimited Editions

            Available (with limitations) in: Developer Edition
            User Permissions Needed
            To add a form to the page:

            Site.com Publisher User field enabled on the user detail page

            AND

            Site administrator or designer role assigned in Site.com Studio
            To edit the guest user profile:

            Site.com Publisher User field enabled on the user detail page

            AND

            Site administrator or designer role assigned in Site.com Studio

            AND

            Manage Users

            AND

            Customize Application

            To add a form to a page:

            1. Drag a Form from the Page Elements pane onto the page.
            2. Select the Salesforce object that you want to submit data to.
              Note
              Note
              • For Site.com users, the drop-down list only displays objects that are available to guest users because site visitors access your public site via the Guest User license. To make other objects available, go to the guest user profile, enable the relevant object's Create permission, and refresh the list.
              • For Communities users, the drop-down list displays objects that may not be available to site visitors. For authenticated visitors, object access on public and private pages is controlled by their user profiles. For unauthenticated visitors, object access on public pages is controlled by the site’s guest user profile.
            3. Add available fields to the form by double-clicking a field, or selecting it and clicking Add.
              All required fields are automatically added to the list of selected fields. However, you can hide required fields after you add the form to the page.
            4. Reorder the list of selected fields by clicking Move Up or Move Down.
            5. Click Save.
            Note
            Note When adding forms to authenticated community pages in Site.com, set the current user for Salesforce objects that require the Owner ID field. Setting the current user (as opposed to the default guest user) lets you identify the authenticated user when the form is submitted. To set the current user for the Owner ID field, select the field in the form, and click Configure. Under Field Properties in the Properties pane, select Global Property as the source, and select Current userID as the value.

            After you add a form to the page, you can’t change the object it’s connected to. If you need to connect to a different object, you must replace the form.

            You can use the form’s Properties pane to:

            • See which object the form is connected to.
            • Add a title to the top of the form.
            • Specify what occurs when a user successfully submits the form.
            • Change the appearance of the form by selecting a different theme.
            • Add Input Fields to Forms or Pages
              Add additional input fields to an existing form. Each input field binds to a field in the object the form is connected to. Add input fields directly to a page, panel, data repeater, or data table to build your own custom features using
            • Editing Input Fields in a Form
              After you've added a form to the page, you can edit and reorder its fields.
            • Input Field Types
              When adding input fields to a form or page, the following field types are available. However, if the object connected to a form doesn't contain a particular field type, you can't add that input field type to the form.
            • Input Field Properties
              When adding or editing input fields on a form or page, use the options in the Field Properties section of the Properties pane to control how the selected input field functions.
            • Setting the Default Value of Input Fields
              You can set the default value of an input field that you add to a form or page. This automatically populates the input field with the value you specify when the page loads.
            • Setting a Form's Submit Behavior
              When your site visitors submit a form successfully, you can either redirect them to another page or display a message indicating that they were successful.
            • Styling Forms
              Forms are styled using CSS themes that you can customize to match the design of your website.

            See Also

             
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