Installation Links and Instructions
New Installations
If you are installing FormBuilder Rx for the first time, be sure to review the Introduction & Setup section of the guide.
Installation Links
Important:
We recommend installing and testing FormBuilder Rx in a sandbox
org before upgrading your production environment.
Version 8.13, released February 20, 2026
| Org Type | URL |
|---|---|
| SANDBOX | https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHq000001lXro |
Post-Installation Steps (for Users with DXP)
Release Requirements
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.
Community Guest Profile Permissions
Grant the following permissions to the Site Guest User profile.
Object Permissions:
ERxUserCartERxUserCartItemERxUserOrderERxUserOrderItem
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).
Shopping Cart Guest Checkout Configuration