Product Documentation

FastForms

for Salesforce

FastForms

for iMIS

Syntegrate

for Kentico

TOP FAQs

A. Fast Forms will work on any edition of Salesforce, from Group to Unlimited Edition. However, it is important to keep in mind the API limits listed in the Limitations section above when deciding how to deploy your forms.

A. All submitted records from forms created in Fast Forms will be owned by the individual that installed and authorized Fast Forms for use in your organization by default. To change ownership of records submitted for a form, simply drag in the 'Owner' field from the list of available fields from your object and select a different default owner in the field options.

A. You can contact us at any time at fastforms@visualantidote.com and we will respond to your inquiry within 24 hours. Or, if you would like to speak to someone in person, you can call us at 416-840-4973 from Monday to Friday, 8:30am to 5:30pm ET.

A. Wordpress and Fast Forms work great together out of the box. However, there may be some Wordpress plugins enabled on your site that could be interfering with Fast Forms. Here is a list of some of the Wordpress plugins known to cause issues with Fast Forms:

Profit Builder (http://wpprofitbuilder.com/)
Twitget (https://wordpress.org/plugins/twitget/)

To get around these issues, we recommend one of the following two approaches:

1) Disable the plugin on the page where your form will be placed. The way to do this varies from plugin to plugin - we recommend consulting the plugin documentation on how to do so.

2) Check the 'Use Iframe' option for your embed code. This will provide an embed code that will be isolated in a separate frame, preventing the conflict with your existing plugins. 

Still stuck? Let us know! We're always happy to help.

A. Not at all! Fast Forms allows you to publish your form to the web in one of two ways: embed code and hosted form. If you don't have your own website or are unable to access your website for changes, simply use the hosted form option to get an instantly-available link to your form.

A. Yes! Fast Forms offers the ability to take any Salesforce numeric value field and display it as a Net Promoter Score rating field or a star rating field with a configurable number of stars. Also available is the ability to represent picklists as checkboxes or radio button lists. 

To customize the way your numeric fields or picklists are displayed, simply add the field to your form and open the field options. You can then select any option in the 'Display As' picklist shown to suit your needs.

A. We unfortunately only support the pre-population of your form's primary objects and any related lookup objects at the moment. We'll be adding support for pre-population of child objects in the near future, so stay tuned!

A. Yes we definitely have an NPO discount! Qualified 501(c)(3) not-for-profit organizations are eligible to receive a second license of Fast Forms at no additional charge for every license purchased. Outside of the US, Not for Profits that are considered as registered charities will qualify for our NPO discount. If you are an international Not for Profit, then you would have to share your organization's registered charity status to qualify for our discount program:

Eligible Organizations:

Organization Type Description Requirements
501c3 charities (U.S. & Canada) Charities that have received the 501c3 designation from the Internal Revenue Service in the United States, or charities registered with the Canada Revenue Agency in Canada. U.S. charities must provide a copy of your 501(c)3 letter in PDF format.
Canadian charities will be asked to provide a Canadian Revenue “Charitable” letter. A link to your charity's registration on the Canada Revenue Agency’s website will also be sufficient.
K–12 schools (U.S. & Canada) Stand alone K-12 Charter schools, K-12 KiPP schools, and K-12 schools that are NOT part of a State/Federal funded school district U.S. institutions must provide a copy of your 501c3 letter or a copy of the university’s listing from the “National Center for Education Statistics” (NCES) website http://www.nces.ed.gov/globallocator in PDF format.
Canadian institutions must provide a Canadian Revenue “Charitable” letter. A link to your institution's registration on the Canada Revenue Agency’s website will also be sufficient. 
Charitable, nongovernmental or nonprofit organization (Non-U.S. or Canada) Organizations that meet the following criteria may qualify:
  • Your primary purpose is that you are a charitable institution.
  • Your primary purpose is non-political.
  • You are not primarily a trade or sector association.
  • You are not an individual.
You will need to provide governing documentation to show you are recognized as a charitable, nonprofit, or nongovernmental organization in the country where you are located. If your country does not have an official registry for your organization’s entity you may provide a copy of your Articles of Association or similar legal documentation with financial statements. This must contain all the relevant information that shows you are not for profit and your primary purpose is charitable & socially benefiting as a result. The documentation must give us an idea of your 'registered charity' status.
 

Ineligible Organizations:

  • Higher education institutions (U.S. & Canada & International)
  • 501(c)4, 501(c)6, or non 501(c)3 Organizations: Organizations that do not have a 501c3 designation, but rather a c4, c6 or other nonprofit status are not eligible.
  • Healthcare organizations providing patient care: Hospitals and Healthcare systems providing patient care are ineligible. 
  • State & Local Organizations: Currently, some State and Local Organizations do not qualify for the not-for profit program. These organizations include but are not limited to, State and Local government agencies, government owned/funded health care organizations, public K-12 schools and school districts, economic development organizations, and Chambers of Commerce (excluding Foundations).

 

A. The sites fastforms.visualantidote.com and ffbeta.visualantidote.com mentioned in the install process are the Fast Forms engine servers - they have the role of both rendering your form and handling your form's responses.

Data that is submitted to your form will first be sent to these servers to validate and cleanse before passing off to Salesforce. Once the data is validated on our end, it is pushed immediately to Salesforce and purged from our server. Unless there is a failure on the Salesforce end, any data submitted to your form is pushed to Salesforce and deleted from our systems within a few seconds.

We take your data security very seriously, so all data temporarily residing on our servers is fully encrypted. Also, our servers have passed Salesforce's stringent security checks necessary for listing on the App Exchange.

A. With Fast Forms free edition, you can create up to two (2) forms to capture data into Salesforce accounts, leads, contacts or cases. Any forms created prior to moving to the free edition will count towards your two-form limit.
The following features will also not be available in your forms:

  • Related objects
  • Salesforce lookup fields
  • Prefilled forms
  • Signature fields
  • Flexible form controls
  • Rule editor
  • Style editor
  • Upsert fields
  • Payment fields
  • File uploads
  • Send By Email publishing option
  • Export Links publishing option
 

Any of the above features that were added to your forms prior to moving to the free edition of Fast Forms will no longer be made available in your forms.

A. You can make your form's signatures ESIGN-act compliant by enabling the email verification feature for your form's signature field. This will ensure that the identity of the user filling out your form is verified via email, and a record of the user's signature is recorded in a log for viewing within the generated PDF of your form.

Your form's signature field must also have the 'Show I Agree Checkbox' option enabled, and should include text expressly outlining the user's consent to have their signature and location electronically captured.

A. Yes Fast Forms has a version called Native Cloud, which is 100% built on the force.com platform. With Native Cloud you can collect all PHI and PII data and this data does not leave your Salesforce.com org. This makes Native Cloud HIPAA compliant and we recommend that you sign a BAA with Salesforce.
Please click here to read more about Native Cloud

A. No! Any paid subscription of Fast Forms will cover either the embed code or hosted form publishing options.

A. For paid subscriptions, you can create as many forms as you like and can receive an unlimited number of submissions. For the free edition of Fast Forms, you are limited to a maximum of two forms.

A. You'll need to tell Fast Forms about your field's changes. To do so, open the field options drawer for that field, check 'Show Advanced Options' and click 'Refresh Field'. This will get the field's latest configuration details from Salesforce.

A. A licensed user of Fast Forms for your organization would be anyone needing to create or modify forms. Form submitters need not be licensed, nor do the users accessing the records created in Salesforce by your submissions.

A. Yes, Fast Forms has features available to make your forms fully accessible to people with disabilities.

Note that there are some best practices you should keep in mind when designing your form to ensure it is accessible. For example, for images used in your form, be sure to add alternate text in the image field settings with descriptive text about the image. Also, you'll want to make your form labels as descriptive as possible.

See the Web Accessibility Initiative guide to WCAG compliance for more details.

A. A user of Fast Forms is anyone that need to create or modify forms for your organization. So if you have one person on the team responsible for creating or modifying your forms, you’ll only need one subscription.

A. As many as you want! All users on a paid plan can create an unlimited number of forms. The free edition of Fast Forms is limited to the creation of a maximum of two forms.

A. All editions of Fast Forms allow for an unlimited number of form submissions.

A. Yes we definitely have an NPO discount! Qualified 501(c)(3) not-for-profit organizations are eligible to receive a second license of Fast Forms at no additional charge for every license purchased. Outside of the US, Not for Profits that are considered as registered charities will qualify for our NPO discount. If you are an international Not for Profit, then you would have to share your organization's registered charity status to qualify for our discount program:

Eligible Organizations:

Organization Type Description Requirements
501c3 charities (U.S. & Canada) Charities that have received the 501c3 designation from the Internal Revenue Service in the United States, or charities registered with the Canada Revenue Agency in Canada. U.S. charities must provide a copy of your 501(c)3 letter in PDF format.
Canadian charities will be asked to provide a Canadian Revenue “Charitable” letter. A link to your charity's registration on the Canada Revenue Agency’s website will also be sufficient.
K–12 schools (U.S. & Canada) Stand alone K-12 Charter schools, K-12 KiPP schools, and K-12 schools that are NOT part of a State/Federal funded school district U.S. institutions must provide a copy of your 501c3 letter or a copy of the university’s listing from the “National Center for Education Statistics” (NCES) website http://www.nces.ed.gov/globallocator in PDF format.
Canadian institutions must provide a Canadian Revenue “Charitable” letter. A link to your institution's registration on the Canada Revenue Agency’s website will also be sufficient. 
Charitable, nongovernmental or nonprofit organization (Non-U.S. or Canada) Organizations that meet the following criteria may qualify:
  • Your primary purpose is that you are a charitable institution.
  • Your primary purpose is non-political.
  • You are not primarily a trade or sector association.
  • You are not an individual.
You will need to provide governing documentation to show you are recognized as a charitable, nonprofit, or nongovernmental organization in the country where you are located. If your country does not have an official registry for your organization’s entity you may provide a copy of your Articles of Association or similar legal documentation with financial statements. This must contain all the relevant information that shows you are not for profit and your primary purpose is charitable & socially benefiting as a result. The documentation must give us an idea of your 'registered charity' status.
 

Ineligible Organizations:

  • Higher education institutions (U.S. & Canada & International)
  • 501(c)4, 501(c)6, or non 501(c)3 Organizations: Organizations that do not have a 501c3 designation, but rather a c4, c6 or other nonprofit status are not eligible.
  • Healthcare organizations providing patient care: Hospitals and Healthcare systems providing patient care are ineligible. 
  • State & Local Organizations: Currently, some State and Local Organizations do not qualify for the not-for profit program. These organizations include but are not limited to, State and Local government agencies, government owned/funded health care organizations, public K-12 schools and school districts, economic development organizations, and Chambers of Commerce (excluding Foundations).

 

A. Yes! If you choose to upgrade part of the way through an annual subscription, we will only charge you the annual rate difference between your current tier and the upgraded tier, pro-rated for the rest of your subscription period.

A. Unfortunately, we can only offer subscriptions of the same tier within individual organizations.

A. Simply click ‘Buy Now’ in the package of your choosing above and follow the instructions to purchase new licenses. We’ll ensure your newly purchased license is associated to your organization.

A. No, right now Fast Forms doesn't support more then one site. You would need to use either a Force.com site or a Community site. It’s not possible to use both at the same time. In order to set up Native Cloud, we would need to assign you one additional license for your Force.com site. This is included in the price of Native Cloud. When you purchase Native Cloud, you are automatically assigned 2 licenses. If you set up communities, we would need to grant you one additional license to set up Fast Forms Native Cloud. This is included in the price of Native Cloud. When you purchase Native Cloud, you are automatically assigned 2 licenses to help facilitate setting up Native Cloud for communities
However you would also need additional licenses for each user who will be logging into the communities pages that host  forms built with Native Cloud

A. We have created a specific guide to help you get set up. Please click here to access our community setup guide to help you get set up. Keep in mind that you would need one additional Native Cloud license to get set up as well as additional licenses for each user who will be who will be logging into the communities pages that host  forms built with Native Cloud.

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