Campaign Design, Flow Orchestration & Content30% of the exam
Forms, hidden fields and form flows
Connect forms to landing pages and processing flows, configure CRM field capture, and manage hidden fields, mappings and republishing.
Given a business requirement, identify the components and configuration needed to build a landing page.
~7 min read · 7 practice questions ·
What the exam expects
- Connect a form, landing page, campaign and processing flow through either the signup campaign or manual creation route.
- Configure input components, required unique names, hidden values and field mappings.
- Separate CRM field capture from the flow that processes submitted data.
- Match the form's data graph to its landing page and choose appropriate page personalization data.
- Diagnose duplicate handling and safely unpublish, edit and republish connected forms.
Key terms. Data source: maps form fields to CRM object fields. Processing flow: handles the captured form data. Unique Name: an input's identifier for submission capture. Hidden field: an input omitted from the visitor's view. Fallback: a value used when a URL parameter is invalid or absent.
Key facts
Signup Form campaign
- Detail
- Creates and connects page, form and flow
Form processing
- Detail
- One related flow per form
Minimum components
- Detail
- One input and one button
Capture identifiers
- Detail
- Email, FirstName, LastName; case-insensitive, no extra characters
CRM data source
- Detail
- Salesforce Record with a selected object and record type
Write security
- Detail
- Only fields editable by the running user are saved
Field mapping updates
- Detail
- Review mappings after adding, removing or changing fields
Form/page graph
- Detail
- Must match; real-time is recommended for page performance
Required hidden field
- Detail
- Must have a fallback value
Default source modes
- Detail
- Static Value or URL Parameter
Unpublishing
- Detail
- Deactivates flow and disables submission; concurrent submission completes
Republish after editing
- Detail
- Save the flow as a new version
Sources for this section (5)
- Form and page considerationshelp.salesforce.com (opens in a new tab)
- Create and manage formshelp.salesforce.com (opens in a new tab)
- Form data sourceshelp.salesforce.com (opens in a new tab)
- Personalization data sourceshelp.salesforce.com (opens in a new tab)
- Hidden fieldshelp.salesforce.com (opens in a new tab)
- Why can a hidden input still appear while you edit?
- When a clipped dropdown must stay last, what layout adjustment is documented?
- Why might data source fields use a different language from their CMS workspace?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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