Step 1: Create a New Form
Navigate to Forms > New and complete all required fields. The Object Name field must exactly match the ID of the object marked as isMain: true in your JSON schema. Save your form when finished.
Step 2: Configure the Data Model
After saving your form, click the Define Data Model button. Use the JSON File Uploader to upload your prepared schema file. Map fields as needed in the interface, then save your changes.
Important Schema Rules:
- The main object’s API name must remain unchanged in all updates
- If fields are already mapped, you can only add new fields or objects – you cannot modify or delete existing ones
Note: When re-uploading a schema, you may only extend the existing data model with additional fields. Modifications or deletions to already mapped fields are not permitted.
Step 3: Design the Document Template
From your Form record, click Open Designer to launch the template editor. Configure your document layout and insert fields from your defined data model. When complete, save your template to Salesforce.
Step 4: Publish the Form
First activate your form, then click the Publish button to make it available for API-based document generation.