Make Forms Available for Salesforce Users
PlatformApplicable to all products in Temenos Journey Manager. | All Personas | All versions This feature is related to all versions.
To make a form available to Salesforce users it must be assigned into at least one form category and published to the Salesforce User Portal.
Forms that are not published to the Salesforce User Portal or are not assigned into at least one form category will not appear in the Salesforce Desktop UI.
To make forms available:
- Log onto Manager
- Select Forms > Forms.
- Find the form you wish to publish to Salesforce users, open it and navigate to the Spaces tab, image below.
- Assign the form into the Salesforce form space.
- Ensure the form is assigned to at least one category otherwise it will not be accessible from Salesforce.
- Click Save to update the changes.
Next, learn how to populate a form with Salesforce prefill data