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Project

Build a form off salesforce that can be sent to clients to collect information. A user will Send an email off the account record containing a link to the form. The form will allow clients to update their information (but not see existing values). Then "submit."

Things I need advice with

  1. How to use merge-fields with the force.com sites link to relate an external form to an account. (Or even if theres even a better method through a controller etc..)

    (in dev console when i click preview I normally can just append &id=" ")

  2. What type of profile to set up to allow the receiver of the link to update the fields via the form.

Any help is appreciated!

closed as too broad by Pranay Jaiswal, Sebastian Kessel, battery.cord, glls, Raul Dec 10 '18 at 11:47

Please edit the question to limit it to a specific problem with enough detail to identify an adequate answer. Avoid asking multiple distinct questions at once. See the How to Ask page for help clarifying this question. If this question can be reworded to fit the rules in the help center, please edit the question.

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How to use merge-fields with the force.com sites link to relate an external form to an account. (Or even if theres even a better method through a controller etc..)

A: The link will contain the AccountId in URL params, In your VF page you will retrieve that accountID, then querry the data and then show to the user accordingly. All this will happen in constructor of custom controller. As you are running it as a Force.com, you have to make your apex classs as without sharing

What type of profile to set up to allow the receiver of the link to update the fields via the form.?

A: As you are using force.com sites, the default profile will be force.com site guest user profile. Only provide access of VF page and the controller class to that profile.

Best practise is to send encrypted AccountId to the end user so that he/she is not able to autoincrement certain Id and update someone else's data

  • Thanks for the quick response. Your post helped clarify a few concepts I had confused In my head. Have you seen any helpful links flying around relating to sending an encrypted account id? @Pranay Jaiswal – Ryan Sherry Dec 3 '18 at 20:16
  • This link teaches about how to encrypt and decrypt. salesforceworld4u.blogspot.com/2014/01/… – Pranay Jaiswal Dec 3 '18 at 20:36
  • your the man thank you for deciphering what I was looking for. Super Appreciated. – Ryan Sherry Dec 3 '18 at 20:45

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