Preparations for Using Forms Services
The following preparations are required to use Forms Services.
1.
Register forms to Canon Business Imaging Online.
This procedure is performed by the person in charge of installing Forms Services.
For more information, see "Registering Forms".
2.
Register the IP address of the Forms Services server to Salesforce.
This procedure is performed by the person in charge of installing Forms Services.
For more information, see "Registering a Trusted IP Address".
3.
Install the Forms Services application to Salesforce.
All the people in charge of creating forms should perform this procedure.
NOTE
Depending on the method of installing the Forms Services application performed by the person in charge of installing Forms Services, the Forms Services application may be installed and a button added automatically to the system environment of the person creating forms.
Install the Forms Services application to the page layout of Salesforce for all the users that will create forms.
For more information, see "Installing the Forms Services Application".
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