Generate, Sign, and Automate Salesforce documents with real-time sync
Build portals, apps, and forms directly in Salesforce with Dynamic data flow and adaptability
How can we help you?
My Submissions are data that end users provide, and that will be synced with Salesforce. The end user’s data and files are captured and stored. You can save data in draft mode, which won’t push to Salesforce, and continue to work on it at any time. Storing the input to submit is vital in case resubmission is required. You can save the raw data that is submitted to Salesforce.
Prerequisite:
| Option | Link page |
|---|---|
| Filter submissions | Visit Filter submissions to learn how to find specific data and files using search criteria. |
| Resubmit | View Resubmit to find out how to sync updated data to Salesforce to ensure submissions are successful. |
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