Click here for instructions to troubleshoot setup

Q: As a NativeCloud user, how can I refresh a Sandbox from Production?

A: If you are creating or refreshing a sandbox from your production instance, you must reach out to Formstack for Salesforce support with the Salesforce Organization ID of that Sandbox, in order to activate the NativeCloud license. You will not be able to use your NativeCloud installation in your sandbox until you have reached out to Formstack for Salesforce support.

Once the NativeCloud license has been activated, navigate to Setup > Custom Settings > Manage Token information

Click Edit, and if checked, uncheck "Is Native Setup Done"

then navigate to the application.

Follow the instructions in the Setup Wizard.

If, after having followed the Setup Wizard, you are unable to make submissions, or publish forms, check the following:

Note: these instructions can also be used to Troubleshoot Setup

Setup > Develop > Sites

Ensure your Force.com site is Active:

Navigate to Public Access Settings > View Users > Click Site Guest User

Check to ensure the user is active, and has NativeCloud permissions assigned to them:

Setup > Custom Settings > Manage Formstack Auth > Edit FormstackNativeApp

Check to Ensure the "Environment" is set to PROD, and the "Instance URL" matches your Salesforce instance URL domain

Also, ensure the "Site URL" matches your Force.com site URL (including path)

Setup > Custom Settings > Manage Formstack Site Information

Ensure the "Environment" is set to "Prod" and the "Site URL" matches your Force.com Site URL:

Setup > Permission Sets > Formstack Permissions > Manage Assignments

Ensure that your administrators (anyone who will be building forms) has the Formstack Permission Set Assigned to them.

Setup > Remote Site Settings

Ensure that the following Highlighted Remote Sites appear in your list: