Salesforce Docs Portal

Create a Form

To create and host a marketing form in Account Engagement, use the Form Builder.

Required Editions

Available in: All Account Engagement Editions
User Permissions Needed
To create a form: Account Engagement Administrator or Marketing role
  1. Open the Forms page.
    • In Account Engagement, select Marketing | Forms | Forms.
    • In the Lightning app, select Content | Forms.
  2. Click Add Form.
  3. Name the form, select a folder and a campaign, and click Next.
  4. Configure form fields.
    1. To add new fields, click + Add New Field.
    2. Use the tool icons to edit, rearrange, and delete fields.
    3. Click Next.
  5. Configure the look and feel of the form.
    1. Choose a layout template.
    2. Enter the text for the submit button.
    3. Enter optional content in the Above Form and Below Form tabs.
    4. On the Styles tab, customize the look and feel of your form’s elements.
    5. On the Advanced tab, configure how your form behaves, how it tracks prospect activities, and how it protects against spam bots.
    6. Click Next.
  6. Configure completion actions.
    1. On the Thank You Content tab, enter the content that displays after the prospect submits the form.
    2. On the Thank You Code tab, enter code that you want to run after form submission.
    3. Add completion actions and configure conditional settings for the actions as needed.
    4. Click Next.
  7. Review form details and save your form.