Setting Up NativeCloud

New to NativeCloud? You made a great choice choosing a form builder that offers the flexibility of Formstack and the security, privacy, and reliability offered by the Force.com platform. Before you get started building forms, follow this guide to get you started with Formstack NativeCloud!

First, click the Get Started Button. Next, you'll see the following screen. Click the blue arrow under step one.

Creating a Force.com Site

Here, you have the option to choose an existing site if you already have one created.

If you do not have a site, created, click the link below.

Note: This should cause a pop-up window to appear, so you will want to make sure you allow pop-ups when completing this process.

From here, you will be directed to create a domain name if you do not already have one. Please note, once you create a site domain this cannot be changed without reaching out to Salesforce Support.

Once you have created your domain, below you'll want to create the actual site. We recommend creating a site that models the picture below. Click Save when you are finished.

Once you have completed your site, refresh the setup page and choose your new site.

Assigning Permissions to the Site User

Follow the instructions below to create assign permissions to your Site User. After you complete the steps, click Next.

Note: This should cause a pop-up window to appear, so you will want to make sure you allow pop-ups when completing this process.

Updating Environment URLs

Get the Instance URL

Follow the instructions below to get the Instance URL.

Get keys for Google reCaptcha

If you are planning to use Google reCaptcha, you can add the keys in this section.

Set up the URLs

Click here "Set up URLs". From here, it should automatically set a Done message. Click Next.

Set up your Site Access Points

If all goes well, these next steps should be automatically filled out, but in case they are not you can follow the instructions listed through the steps to set up your site access points.

Finishing Setting Up NativeCloud

If all goes well, you should see every step crossed off. Now you just need to click the Get Started button to begin building your forms!