Embedding 3B Forms in Various Environments

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Forms version 6.6+ brings the ability to embed forms outside of Salesforce, securely.

Embedding on External Websites

Use the generated code by the publisher for embedding Forms outside of salesforce. The code generated will look similar to this:

<script src="https://3bforms-dev-dev-ed.my.salesforce-sites.com//resource/b3f__FormCompleteLWC/index.js" defer="true" type="module"/> 

<x-form-complete org-url="https://3bforms-dev-dev-ed.my.salesforce.com" site-url="https://3bforms-dev-dev-ed.my.salesforce-sites.com" ai-endpoint="https://ai.3bapi.com/ai" form-id="a00KC000001RCUwYAO" record-id="" version-id="" key="" ai-model-name="gpt-4o-mini" captcha-site-key="6Ld758YqAAAAAH2ROcOb3yYDVxewotUMHeGYv6ey" org-id="SET_THIS_FOR_AI" user-id="SET_THIS_FOR_AI" page-ip-address="YOU_MUST_SET_THIS" session-id="NULL_SESSION_ID" user-type="Guest" theme-type="light" > </x-form-complete>

Notes:

  1. When embedding outside of salesforce, you will need to add a CORS exception for the domain where the form will be hosted
  2. If using the re-captcha functionality, ensure that your recaptcha settings whitelist the domain where the form is embedded
  3. When upgrading forms, the changes might reflect after 24 hrs on embedded forms

Embedding inside Salesforce

Use the Embedded Form component from the 3B Onboarding Package

Embedding in Communities/Digital Experiences

Use the Embedded Form component from the 3B Onboarding Package

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