Wednesday, December 4, 2019

Form Assembly Training



Pre Request : 


  1. Login Access for Salesforce. (Completed)

  2. Login Access for Form Assembly.  (Completed)

  3. Sample Form for discussion.  

Training Agenda:


  1. Introduction about Form Assembly. 
  2. Create Sample Form.  (Text, Choice, Pick list, Date, Time, etc. with multiple pages) 
  3. Hide/Shown the field based on the previous Answers. 
  4. Salesforce Connection
  5. Prefill 
  6. Submission
  7. After Submission
  8. Publish the Forms.
  9. Add the link into Salesforce or Website. 
  10. Testing  & Debug. 
  11. Responses 
  12. Reprocessing the Form. 
  13. Revisions 
  14. Styling.

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