Unified Forms

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Documentation

• Getting started with Unified Forms
  • Installing the Unified Forms Package
  • Creating Form
  • Creating Form Versions
  • Creating Pages
  • Creating Questions
  • Creating List Of Values
  • Creating Scoped Notifications
  • Creating Page with Sections
    • Section Types
    • Creating a Regular Section
    • Creating a Dynamic Subject Section
    • Creating a Table Section
    • Creating a Dynamic Subject Table Section
  • Previewing Forms
  • Copying Items
  • Scoring configuration
  • Visibility Configuration
• Version Management
• Use Unified Forms in business processes
• Form Configuration User Guide
• Form Data Access and Export
• Reports and Dashboards
• PDF Generation
• Unified Forms Agentforce
  • Prepopulate Forms
  • Create new Form
  • Use Agent

• Submission
• Builder
• Video
  • For Users
    • Filling Simple Form
    • Filling Scoring Form
    • Filling Form With Scoring Section
    • Multi page form with conditional visibility of sections and fields
    • Filling Complex Form in Salesforce Digital Experience
    • Prepopulate Forms
  • For Creators
    • Create new Form and Version
    • Add Questions
    • Add Sections
    • Add Scoped Notifications
    • Configure conditional visibility
    • PDF Generation
    • Reports and Dashboards
    • Generate Form Version Using AI
    • Prepopulate Forms
    • Use Agent
  • For Salesforce Administrator