Installation Links and Instructions

Package URLs

Important:
Always be sure to install and test in a sandbox before upgrading your production environment.

Version 8.13, released March 3, 2026

Org Type URL
SANDBOX https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKa000002TFRM

Release Prerequisite

The following packages must be installed:

  • FormBuilder v8.13: Contains the admin configuration.
  • DXP v8.13: Contains the cart user interface for public/community users.

Release Enhancements

2026 Release 1 enhances the Shopping Cart experience with Guest Checkout functionality. These improvements focus on increased configurability, usability, and overall checkout flexibility. Visit the FormBuilder Rx guide to learn more.

Key Feature Details

1. Shopping Cart Enhancements

  • Product List Sorting: Users can sort products directly within Shopping Cart using the Sort Order option. Supported sorting options include:

    • Title (A-Z)
    • Title (Z-A)
    • Price (Low to High)
    • Price (High to Low)

  • Configurable Views: Administrators can independently configure which fields appear in the Product List View and Product Detail View using the Display Product Page Fields multi-picklist configuration.

  • Rich Text Support: The product description field supports Rich Text formatting, allowing administrators to apply formatting such as bold text, bullet points, numbered lists, and hyperlinks.

  • Global Product Search: A new Global Search capability allows users to search for products using configured text-based fields. Administrators can configure searchable fields using the Global Search Fields multi-picklist.

  • Dynamic URL Filtering: Shopping Cart now supports dynamic URL updates when filters are applied or when a product is selected. This allows users to filter products or directly access specific products using URL parameters.

  • Product Tagging: Shopping Cart product items now support configurable tagging functionality. Administrators can select a multi-select picklist field to display product tags in the cart interface, allowing users to quickly identify product attributes.

2. Enhanced Shopping Cart Guest Checkout

Guest Checkout allows users to complete a purchase without creating an account or logging in.

Configuration requires creating a Cart Guest Checkout page in FormBuilder Rx Page Builder and ensuring the Contact dataset includes basic contact fields such as:

  • First Name
  • Last Name
  • Email
  • Mobile Phone

Appropriate permissions must be configured for the Community Guest Profile to allow necessary access to cart and order records. These steps are outlined in the FormBuilder Rx user guide.

During checkout, guest users may apply eligible coupon codes. After successful payment, users are given the option to register by completing account registration through the configured registration page.

3. Shopping Cart UI Enhancements

  • Collapsible Filters: The Shopping Cart interface now includes a collapsible filter panel to improve screen usage and usability.

    Users can toggle the filter section to expand or collapse it as needed while maintaining selected filter values. This enhancement improves the browsing experience and allows more screen space for product results.

4. Platform and Usability Enhancements

  • Form Validation Improvements: Enhancements were implemented to improve validation behavior for lookup fields during form submission, ensuring that incomplete or invalid selections are handled correctly before saving.
  • Accessibility Improvements: Enhancements were implemented to improve accessibility compliance by aligning language attribute formatting with web accessibility standards.
  • Browser Compatibility Improvements: Updates were made to improve data persistence behavior when saving forms in certain browser environments, ensuring that user-entered information is reliably retained during the save process.

Post-Installation Steps

Follow the below steps after installing both FormBuilder Rx and DXP. Additional configuration instructions are outlined in the FormBuilder Rx user guide under Shopping Cart > Guest Checkout.

Community Guest Profile Permissions

Grant the following permissions to the Site Guest User profile.

Object Permissions:

  • ERxUserCart
  • ERxUserCartItem
  • ERxUserOrder
  • ERxUserOrderItem

Permissions required:

  • View All
  • Create
  • Modify All
  • Delete

Field-Level Security

Provide Read/Edit access for all required fields on the objects listed above.

If a field API name is added to the NonPortalUser ContactAPI Field setting in FormBuilder Settings, the Guest User must also have Read access to that field on the User object.

Note:
Sharing Rules are no longer required for Site Guest Users. Access is now controlled using Allow Object Access (AOA).