Create an eForm for a Salesforce Form-Based App

To create an eForm for a form-based app that uses Salesforce, do the procedure in this topic.

Figure: eForm Builder screen

eForm Builder screen

Video: Form-Based App with Salesforce


Good to Know

  • After you create a form-based app, you cannot change the app to use a different data source. For example, you can not change a form-based app to use a different entity or SharePoint list than the one specified when the app was created. This limitation also applies to cloned apps. That is, you cannot clone a form-based app, and then change the data source in the cloned app.

How to Start

  1. Click App Builder.

    Build Apps screen
  2. Do one of these:
  3. On the App Explorer screen, on the My App pane, under your form-based app, click App Model & Resources > Forms > New Form.


  1. In the right pane, double-click your form name.
  2. On the eForm Builder screen, on the Data Model pane, drag a entity field onto your eForm.
  3. Configure form control as necessary.

    For more information, refer to eForm Controls.