Introduction & Setup
Overview
Most of our users receive access to the R.A.D. Navigator at the end of the implementation and training process. Our user guides are designed to help supplement this process but also to stand on their own.
About FormBuilder Rx
Use FormBuilder Rx to create powerful web forms and personalized constituent homepages through an intuitive user interface with drag-and-drop configuration.
Administrators can easily create Salesforce Communities and Sites pages, using “clicks, not code”, with the ability to leverage both standard and custom objects. Our clients use FormBuilder Rx to quickly accommodate the ever-changing needs of institutions such as dynamic online applications, varying checklist items, multiple inquiry forms, and much more.
Key Features
- Built on Salesforce
- Personalized and dynamic constituent portal homepages, based upon configurable criteria
- Lightning ready and mobile friendly
- Drag-and-drop creation of forms for Sites and Communities, using standard and custom objects
- Dynamic rendering criteria on fields, sections, pages, and templates with a fully configurable user experience
- No development experience required to use effectively