Sliick Forms documentation
Current for Sliick Forms v1.1.0, on the Salesforce AppExchange. If something here does not match what you see, or you need the product to do something it does not, write to support@sliick.com.
Sliick Forms lets you build forms in Salesforce. You drag fields onto a form, choose the Salesforce object and field each answer goes to, and publish it. Every response waits in your org first, so you can check what it will write before it changes any record.
Getting started
Section titled “Getting started”What the product is, how to install it, and how to make your first form.
- What Sliick Forms is
- Install and permission sets
- The admin workspace
- The Admin Dashboard
- Create a form
Building forms
Section titled “Building forms”The builder, the field types, layout blocks, pages and per-form settings.
- The Form Builder
- Building with drag and drop
- Field types
- Sections, columns and repeating groups
- File uploads
- Pages
- Form settings
- Themes and branding
- Colours, fonts and logos
Show and hide questions based on what a respondent has answered.
Connecting to Salesforce
Section titled “Connecting to Salesforce”Where each answer goes, and how a form updates records instead of duplicating them.
- Mapping fields to Salesforce
- Mapping a starter form
- Matching: update instead of duplicate
- Record types
- Person accounts
- The form’s object model
Publishing and sharing
Section titled “Publishing and sharing”Choose where a form is served, publish it, and hand out the link.
- Choosing how to host a form
- Publishing a form
- Versions and A/B experiments
- Sharing a form
- Record links: send a form already filled in
- Hosting on Sliick Edge
- Embedding a form on your own site
- Public forms on Experience Cloud
- Guest access for public forms
- Save-and-continue
Responses
Section titled “Responses”Open and close intake, then review, correct and process what comes in.
- Accepting responses
- The responses console
- Processing responses onto records
- Results and funnels
- Webhooks
Managing forms
Section titled “Managing forms”Move forms between orgs, migrate from another survey tool, upgrade, and retire or remove what you no longer need.
- Blueprints and moving forms between orgs
- Moving from GetFeedback
- Upgrading the package
- Scheduled clean-up
- Retiring or deleting a form
- Uninstalling Sliick Forms
Developer reference
Section titled “Developer reference”For building your own integration or renderer against Sliick Forms. Admins do not need these pages.
Release notes
Section titled “Release notes”Every released version, newest first.
- Release notes: every version, what changed, and anything to do after upgrading