☁️ Behind the build: Paperform for Salesforce

Explore the behind-the-scenes development of a recent demo app, a Paperform app for Salesforce.

Hi friends ✨,

This week goes behind the build of a Paperform app for Salesforce. Salesforce is a cloud-based CRM that helps businesses connect with customers and manage data. Integrating with Salesforce's AppExchange opens growth opportunities by accessing a vast customer base—over 90% of the Fortune 500 use Salesforce.

Paperform is a flexible online form builder with smart digital features, making it suitable for a demo app in this ecosystem.

Quick demo of the build

The demo app lets users:

• Add and save Paperform API keys.

• Connect a Paperform form to Salesforce.

• Import submissions as leads.
  

The rest of this issue covers the core development concepts for the build.

Lightning components

Lightning Web Components (LWC) is Salesforce’s framework for building custom UIs and apps. For the demo app, I used a single tab to collect an API key and select the form.

User profiles and permissions

Salesforce offers fine-grained user permissions and controls through profiles and permission sets.

Apex Classes

Apex classes are Salesforce's Java-like language for defining object properties and actions. The demo app used several Apex classes for managing settings and interacting with Paperform’s API.

Custom settings

Custom settings manage custom data at the organization, profile, and user levels.

That’s the high-level overview! Check out the full guide for all the details.

Are you working on a Salesforce app? I’d love to hear about it!

Lola