Web-to-Case with Attachments

A Salesforce app that lets you create public web forms that submit Cases with file attachments. Built for the AppExchange.

🧪 MANUAL TESTING REQUIRED: reCAPTCHA Issues

The following reCAPTCHA items need manual verification before release:

reCAPTCHA v3 Testing

Create reCAPTCHA v3 keys at Google Admin Console (select "v3")
Configure v3 in Setup Wizard (select "v3 Score-based" type)
Test form submission with v3 - verify invisible badge appears
Verify low-score submissions are blocked (use VPN/incognito to simulate bot-like behavior)
Test switching between v2 Checkbox, v2 Invisible, and v3 Score-based

Quick Status


Version	v0.4.8
Phases Complete	0-3 (MVP, Admin UI, Setup Wizard, reCAPTCHA)
Next Up	Phase 4 (Embeddable widget, multi-file upload)
Dev Org	`devorg` ([email protected])
GitHub	https://github.com/tilman-d/salesforce-webtocase
Last Change	Allow changing reCAPTCHA type without re-entering secret key

Why This Exists

Salesforce's native Web-to-Case doesn't support file attachments. This app solves that problem with:

Configurable forms stored as custom objects
Public Visualforce page for form rendering
File attachments via ContentVersion/ContentDocumentLink
LWC Admin UI for managing forms without using Setup
Google reCAPTCHA v2 for spam protection
Error logging for debugging

Project Status

Phase	Description	Status
Phase 0	MVP - Core form submission	✅ Complete
Phase 1	Admin UI (LWC form builder)	✅ Complete
Phase 2	Post-Install Setup Wizard	✅ Complete
Phase 3	reCAPTCHA integration	✅ Complete
Phase 4	Embeddable widget, multi-file upload	🔜 Next up

What's Built (Phase 0)

Custom Objects

Form__c - Form configuration (name, title, description, file upload settings)
Form_Field__c - Field definitions (label, type, Case field mapping, required, sort order)
Error_Log__c - Error logging for debugging

Apex Classes

CaseFormController - Main controller for form rendering and submission
ErrorLogger - Utility for logging errors

Visualforce

CaseFormPage - Public form page that renders dynamically based on Form__c configuration

Static Resources

caseFormStyles.css - Clean, responsive form styling
caseFormScript.js - Client-side validation and form submission

What's Built (Phase 1)

LWC Admin UI

Access via the Form Manager tab in Salesforce.

Features:

List all forms with field counts and created date
Sortable columns - click column headers to sort (Form Name, Title, Fields, Active, Created)
Create new forms
Edit existing forms (click form name to edit)
Delete forms with confirmation modal
Toggle form active/inactive status
Add, edit, delete, and reorder fields
Preview forms with "View Live" button
URL hash routing for bookmarkable links (#new, #edit/{formId})
Form name validation (unique, URL-safe)
Toast notifications for success/error feedback

Apex Classes

FormAdminController - CRUD operations for Form__c and Form_Field__c with wrapper classes
FormAdminControllerTest - 33 unit tests, 94%+ code coverage

LWC Components

formAdminApp - Main container with list view, routing, and delete modal
formDetail - Form settings editor with inline field management

Metadata

Form_Manager.flexipage-meta.xml - Lightning App Page
Form_Manager.tab-meta.xml - Navigation tab

Permission Set Updates

Added FormAdminController class access
Added Form_Manager tab visibility

What's Built (Phase 2)

Post-Install Setup Wizard

Access via the Setup Wizard tab or the Web-to-Case Forms app in the App Launcher.

6-Step Wizard Flow:

Welcome - Precondition checks (My Domain, admin permissions, Sites enabled)
Select Site - Choose from existing Sites or get instructions to create one
Configure - Auto-configure Guest User object/field permissions with security acknowledgment
Verify - Manual configuration instructions for Apex class and VF page access with validation
reCAPTCHA - Configure Google reCAPTCHA API keys (optional, can skip)
Complete - Simplified 2-box layout:
- "Test Your Setup" box: Sample form creation (optional), Test Form button, Public URL with copy
- "What's Next" box: Link to Form Manager

Features:

Automatic detection of active Salesforce Sites
One-click permission configuration for Guest User profile
Support for both Enhanced Profile UI and Classic Profile UI instructions
Validation to ensure all permissions are correctly configured
reCAPTCHA configuration UI - Enter Site Key and Secret Key without Anonymous Apex
Sample "Contact Support" form creation
Dynamic public URL generation (works with Enhanced Domains)

Apex Classes

SetupWizardController - Site detection, permission configuration, validation, sample form creation, reCAPTCHA settings management
SetupWizardControllerTest - Unit tests with coverage (41 tests)

LWC Components

setupWizard - Multi-step wizard with progress indicator

Metadata

Setup_Wizard.flexipage-meta.xml - Lightning App Page
Setup_Wizard.tab-meta.xml - Navigation tab
Web_to_Case_Forms.app-meta.xml - Lightning App (consolidates all functionality)

Permission Set Updates

Added SetupWizardController class access
Added Setup_Wizard tab visibility
Added Web_to_Case_Forms app visibility

What's Built (Phase 3)

Google reCAPTCHA v2 Integration

Protects public forms from spam and bot submissions with "I'm not a robot" checkbox verification.

Features:

Per-form CAPTCHA toggle (Enable_Captcha__c field on Form__c)
Protected Custom Setting for API keys (reCAPTCHA_Settings__c)
Client-side reCAPTCHA widget rendering
Server-side token verification via Google API
Graceful error handling with user-friendly messages
Admin UI toggle in Form Manager

Custom Setting

reCAPTCHA_Settings__c - Protected hierarchy Custom Setting
- Site_Key__c - Public key for widget rendering
- Secret_Key__c - Private key for server-side verification

Form__c Field

Enable_Captcha__c - Checkbox to enable/disable CAPTCHA per form

Remote Site Setting

Google_reCAPTCHA - Allows callouts to https://www.google.com for token verification

Updated Components

CaseFormController.cls - Added verifyCaptcha() method, getCaptchaSiteKey(), getCaptchaEnabled()
CaseFormPage.page - Conditionally loads reCAPTCHA script and renders widget
caseFormScript.js - Handles CAPTCHA token extraction and submission
caseFormStyles.css - Styling for CAPTCHA widget and error messages
formDetail LWC - Added "Enable CAPTCHA" toggle in form settings

Permission Set Updates

Added Enable_Captcha__c field permission (Read/Edit)

Test Coverage

CaseFormControllerTest - 22 tests including 9 CAPTCHA-specific tests with HTTP mocks
88% code coverage on CaseFormController

Manual Testing Checklist (Phase 3)

Use this checklist to verify reCAPTCHA integration in your org:

1. Configure reCAPTCHA API Keys

Go to Google reCAPTCHA Admin Console
Create a new site with reCAPTCHA v2 "I'm not a robot" checkbox
Add your Salesforce Site domain (e.g., yourorg.my.salesforce-sites.com)
Copy the Site Key and Secret Key

2. Add Keys to Salesforce (via Setup Wizard)

Go to Setup Wizard tab (or run the wizard from App Launcher → "Web-to-Case Forms")
If you already completed setup, navigate to Step 5 (reCAPTCHA)
Enter your Site Key and Secret Key
Click Save reCAPTCHA Settings
Proceed to Complete step

Alternative (Anonymous Apex):

reCAPTCHA_Settings__c settings = reCAPTCHA_Settings__c.getOrgDefaults();
settings.Site_Key__c = 'YOUR_SITE_KEY_HERE';
settings.Secret_Key__c = 'YOUR_SECRET_KEY_HERE';
upsert settings;

3. Create a Test Form with CAPTCHA

Go to Form Manager tab
Click New Form or edit an existing form
Check the Enable CAPTCHA checkbox
Add at least one required field (e.g., Name, Email, Subject)
Check Active
Click Save

4. Test the Public Form

5. Verify Case Creation

Go to Cases tab in Salesforce
Find the newly created case
Verify the case fields match your form submission

6. Test Form WITHOUT CAPTCHA

Create or edit a form with Enable CAPTCHA unchecked
View the form publicly
Verify NO reCAPTCHA widget appears
Submit the form and verify it works without CAPTCHA

7. Test Admin UI

Go to Form Manager tab
Verify the Enable CAPTCHA checkbox appears in form settings
Verify the help text explains reCAPTCHA requirements
Toggle CAPTCHA on/off and save - verify it persists

Troubleshooting

Issue	Solution
reCAPTCHA widget doesn't appear	Check that `reCAPTCHA_Settings__c` has Site Key configured
"CAPTCHA verification failed" on submit	Verify Secret Key is correct in Custom Settings
Form hangs on submit	Check browser console for errors; verify Remote Site Setting exists
Error: "Unauthorized endpoint"	Add Remote Site Setting for `https://www.google.com`

Deployment

Prerequisites

Salesforce CLI (sf) installed
Access to a Salesforce org (Developer Edition or Sandbox)

1. Deploy Code

sf org login web --alias myorg
sf project deploy start --target-org myorg
sf apex run test --target-org myorg --test-level RunLocalTests

2. Create Test Data

Run this anonymous Apex to create a sample form:

Form__c form = new Form__c(
    Form_Name__c = 'support',
    Title__c = 'Contact Support',
    Description__c = 'We\'ll get back to you within 24 hours.',
    Success_Message__c = 'Thank you! Your case has been submitted.',
    Active__c = true,
    Enable_File_Upload__c = true,
    Enable_Captcha__c = true  // Enable CAPTCHA
    // Note: File limits are fixed (Images: 25MB auto-compressed, Documents: 2MB)
);
insert form;

List<Form_Field__c> fields = new List<Form_Field__c>{
    new Form_Field__c(Form__c = form.Id, Field_Label__c = 'Your Name', Field_Type__c = 'Text', Case_Field__c = 'SuppliedName', Required__c = true, Sort_Order__c = 1),
    new Form_Field__c(Form__c = form.Id, Field_Label__c = 'Email Address', Field_Type__c = 'Email', Case_Field__c = 'SuppliedEmail', Required__c = true, Sort_Order__c = 2),
    new Form_Field__c(Form__c = form.Id, Field_Label__c = 'Subject', Field_Type__c = 'Text', Case_Field__c = 'Subject', Required__c = true, Sort_Order__c = 3),
    new Form_Field__c(Form__c = form.Id, Field_Label__c = 'Message', Field_Type__c = 'Textarea', Case_Field__c = 'Description', Required__c = true, Sort_Order__c = 4)
};
insert fields;

Or use the Form Manager tab to create forms via the UI (Phase 1).

3. Create Salesforce Site

Setup → Sites → Register your domain
Create new site:
- Site Label: Support
- Site Name: support (or s for shorter URL)
- Active Site Home Page: CaseFormPage
Activate the site

4. Configure Guest User Profile

On the Site detail page → Public Access Settings:

Object Permissions:

Object	Read	Create
Form__c	✓
Form_Field__c	✓
Case		✓
ContentVersion		✓
ContentDocumentLink		✓
Error_Log__c		✓

Field Permissions (Form__c): Read access to Description__c, Enable_File_Upload__c, Success_Message__c, Enable_Captcha__c

Field Permissions (Form_Field__c): Read access to Required__c

Apex Class Access: CaseFormController, ErrorLogger

VF Page Access: CaseFormPage

5. Configure reCAPTCHA (Phase 3)

Get API keys from Google reCAPTCHA Admin
Setup → Custom Settings → reCAPTCHA Settings → Manage → New
Enter Site Key and Secret Key

6. Test

Access: https://[your-domain].my.salesforce-sites.com/support/CaseFormPage?name=support

Using the Form Manager (Phase 1)

Navigate to the Form Manager tab in Salesforce
Click New Form to create a form
Fill in form settings:
- Form Name: URL-safe identifier (lowercase, hyphens only)
- Title: Display title shown on the form
- Description: Instructions shown at the top
- Success Message: Shown after submission
- Active: Toggle to enable/disable the form
- Enable File Upload: Allow file attachments
- Enable CAPTCHA: Require reCAPTCHA verification (Phase 3)
Add fields in the Form Fields section
Click Save
Use View Live to preview the form

Roadmap

Phase 4: Advanced Features (NEXT)

Embeddable JavaScript widget (for non-Salesforce sites)
Multi-file upload
Custom field types (picklist, date)
Form analytics/submission tracking

Project Structure

force-app/main/default/
├── applications/
│   └── Web_to_Case_Forms.app-meta.xml   # Phase 2 - Lightning App
├── objects/
│   ├── Form__c/                         # Form configuration
│   │   └── fields/
│   │       ├── Enable_Captcha__c        # Phase 3
│   │       └── Site_Id__c               # URL Display Feature
│   ├── Form_Field__c/                   # Field definitions
│   ├── Error_Log__c/                    # Error logging
│   └── reCAPTCHA_Settings__c/           # Phase 3 - API keys + Site settings
│       └── fields/
│           ├── Site_Key__c
│           ├── Secret_Key__c
│           ├── Captcha_Type__c
│           ├── Score_Threshold__c
│           ├── Default_Site_Id__c       # URL Display Feature
│           └── Default_Site_Base_Url__c # URL Display Feature
├── classes/
│   ├── CaseFormController.cls
│   ├── CaseFormControllerTest.cls
│   ├── ErrorLogger.cls
│   ├── ErrorLoggerTest.cls
│   ├── FormAdminController.cls          # Phase 1
│   ├── FormAdminControllerTest.cls      # Phase 1
│   ├── SetupWizardController.cls        # Phase 2
│   └── SetupWizardControllerTest.cls    # Phase 2
├── lwc/
│   ├── formAdminApp/                    # Phase 1 - Main admin container
│   ├── formDetail/                      # Phase 1 - Form editor (+ CAPTCHA toggle)
│   └── setupWizard/                     # Phase 2 - Setup wizard
├── flexipages/
│   ├── Form_Manager.flexipage-meta.xml  # Phase 1
│   └── Setup_Wizard.flexipage-meta.xml  # Phase 2
├── tabs/
│   ├── Form_Manager.tab-meta.xml        # Phase 1
│   └── Setup_Wizard.tab-meta.xml        # Phase 2
├── pages/
│   └── CaseFormPage.page                # + reCAPTCHA widget (Phase 3)
├── staticresources/
│   ├── caseFormStyles.css               # + CAPTCHA styles (Phase 3)
│   ├── caseFormScript.js                # + compression & validation
│   └── imageCompression.js              # browser-image-compression library
├── remoteSiteSettings/
│   └── Google_reCAPTCHA.remoteSite-meta.xml  # Phase 3
└── permissionsets/
    └── Web_to_Case_Admin.permissionset-meta.xml

Troubleshooting

Form shows "Form Not Available"

Verify Form__c record exists with matching Form_Name__c
Verify Active__c = true
Check Guest User has Read access to Form__c
For preview mode, add ?preview=true to bypass Active check

File upload not showing

Verify Enable_File_Upload__c = true on the Form__c record
Check Guest User has Read access to Enable_File_Upload__c field

Submission fails

Check Error_Log__c for error details
Verify Guest User has Create access to Case, ContentVersion, ContentDocumentLink
Enable debug logs for the Guest User

Form Manager tab not visible

Assign the Web_to_Case_Admin permission set to your user
Verify Form_Manager tab is set to Visible in the permission set

reCAPTCHA not showing (Phase 3)

Verify Enable_Captcha__c = true on the Form__c record
Check that reCAPTCHA_Settings__c has a valid Site Key
Guest User needs Read access to Enable_Captcha__c field

CAPTCHA verification fails (Phase 3)

Verify Secret Key is correct in reCAPTCHA_Settings__c
Check Remote Site Setting Google_reCAPTCHA is active
Review Error_Log__c for detailed error messages

Changelog

v0.4.8 (2026-02-02) - reCAPTCHA Type Change UX Fix

Fixed: Users can now change reCAPTCHA type (v2 Checkbox, v2 Invisible, v3 Score) without re-entering the secret key
Previously, the Setup Wizard required both Site Key and Secret Key to save any changes
Now, when reCAPTCHA is already configured, users can change just the type and click Save
Backend already supported partial updates (null values preserve existing) - this fix updates frontend validation to match
First-time setup still requires both keys (unchanged behavior)

v0.4.7 (2026-02-02) - Image Compression & Fixed File Limits

Image compression: Images up to 25MB are automatically compressed to ~0.7MB before upload
- Uses browser-image-compression library for client-side compression
- Converts HEIC/PNG/WebP/BMP to JPEG for optimal size
- Shows "Optimizing..." progress during compression
- Compression target (0.7MB) ensures single-request upload without chunking
Fixed file limits: Removed user-configurable "Max File Size" setting
- Images: Up to 25MB (auto-compressed)
- Documents (PDF, Word, etc.): Up to 2MB
- Videos: Not supported (users prompted to email separately)
Simplified UX: "Enable File Upload" checkbox now shows help text with limits
- "Images: up to 25MB (auto-compressed) | Documents: up to 2MB"
New static resource: imageCompression.js - browser-image-compression library (v2.0.2)
Removed: "Max Document Size (MB)" input field from Form Manager

v0.4.6 (2026-02-02) - Chunked File Upload Fix

Fixed: Files larger than ~1.5MB could not be uploaded due to Salesforce Visualforce Remoting payload limits
Solution: Implemented chunked file uploads for large files
- Files ≤750KB: Uploaded in single request (as before)
- Files >750KB: Automatically split into 750KB chunks and uploaded sequentially
- Chunks are stored temporarily as ContentVersions, then assembled into final file
- Chunk files are automatically cleaned up after assembly
New Apex methods:
- uploadFileChunk(caseId, fileName, chunkData, chunkIndex, totalChunks, uploadKey) - Handles chunk uploads
- getChunkSize() - Returns chunk size for JavaScript reference
Updated JavaScript: Added chunking logic, progress indicator during multi-chunk uploads
Test coverage: 6 new unit tests for chunked upload scenarios
Note: The Max_File_Size_MB__c setting now actually works for files up to the configured limit (previously limited to ~2MB)

v0.4.5 (2026-01-29) - URL Display Feature

Site dropdown added to Form Detail editor (new/edit form views)
- Select per-form Site override or use org-wide default
- Sites loaded from active Salesforce Sites in the org
Public URL display with copy button in Form Detail view
- Shows computed public URL based on selected Site
- Warning message when no default Site is configured
"Copy URL" row action added to Form Manager list view
- Copies public form URL to clipboard with one click
- Toast feedback on success/failure
Default Site configuration saved during Setup Wizard (Step 2 → Step 3)
- Stores both Site ID and resolved base URL in reCAPTCHA_Settings__c
"View Live" action now uses correct public Site URL (not internal Salesforce URL)
New custom fields:
- reCAPTCHA_Settings__c.Default_Site_Id__c - Default Site ID for org
- reCAPTCHA_Settings__c.Default_Site_Base_Url__c - Cached base URL
- Form__c.Site_Id__c - Per-form Site override
URL encoding for form names with special characters
143 Apex tests passing

v0.4.4 (2026-01-29) - UX Improvements

Setup Wizard Complete step: Consolidated from 4 boxes to 2 boxes for cleaner UX
- Box 1: "Test Your Setup" - combines Sample Form, Test Form, and Public URL sections
- Box 2: "What's Next" - links to Form Manager
- Test Form section now only appears after sample form is created (prevents confusing "Form Not Available" errors)
- Sample Form marked as "(Optional)" for clarity
Form Manager: Added "Created" date column (shows when each form was created)
Form Manager: Added column sorting - click any column header to sort ascending/descending
Form Editor: Fixed dropdown overflow issue where "Maps to Case Field" dropdown was cut off at bottom of screen
Bug fix: Fixed "SObject row was retrieved via SOQL without querying the requested field: Form__c.CreatedDate" error

v0.4.3 (2026-01-29) - Setup Wizard Path Component Fix

Fixed: Replaced custom CSS chevron path with standard lightning-progress-indicator component
Eliminates persistent white gap issues between chevron steps
Native Salesforce component handles complete/current/incomplete styling automatically
Simplified codebase: removed ~245 lines of custom CSS and ~50 lines of JS
Click navigation on steps still works via data-step attribute

v0.4.2 (2026-01-29) - reCAPTCHA v3 Support & UX Improvements

reCAPTCHA v3 Score-based support added alongside v2 Checkbox and v2 Invisible
reCAPTCHA Type selector in Setup Wizard with clear descriptions for each type
Simplified Score Threshold UX - removed confusing technical input, uses sensible default (0.3)
Admins can still adjust threshold via Setup → Custom Metadata Types if needed
Updated reCAPTCHA_Settings__c with Captcha_Type__c and Score_Threshold__c fields
Server-side v3 score verification with configurable threshold
Client-side v3 integration with invisible badge

v0.4.1 (2026-01-29) - Setup Wizard reCAPTCHA Configuration

Added Step 5: reCAPTCHA to Setup Wizard (wizard now has 6 steps)
Admin-friendly UI for configuring reCAPTCHA API keys without Anonymous Apex
Partial updates supported (update Site Key or Secret Key independently)
Input validation (max 255 chars, whitespace trimming)
"Skip for Now" option for users who don't need CAPTCHA
Warning on Complete step if reCAPTCHA was skipped
11 new unit tests for reCAPTCHA settings (41 total in SetupWizardControllerTest)
114 total tests passing across all controllers

v0.4.0 (2026-01-28) - Phase 3: reCAPTCHA Integration

Google reCAPTCHA v2 "I'm not a robot" checkbox integration
Per-form CAPTCHA toggle (Enable_Captcha__c field)
reCAPTCHA_Settings__c protected Custom Setting for API keys
Server-side token verification via Google API
Client-side CAPTCHA widget with error handling
Admin UI "Enable CAPTCHA" toggle in Form Manager
Remote Site Setting for Google API callouts
9 new unit tests for CAPTCHA scenarios (22 total in CaseFormControllerTest)
88% code coverage on CaseFormController

v0.3.0 (2026-01-28) - Phase 2: Setup Wizard

5-step post-install setup wizard (now 6 steps with reCAPTCHA config)
Automatic Guest User permission configuration
Site detection and selection
Manual configuration instructions (Enhanced + Classic Profile UI)
Configuration validation
Sample form creation
Dynamic public URL generation
"Web-to-Case Forms" Lightning App in App Launcher
SetupWizardController with unit tests
Setup_Wizard Lightning tab

v0.2.0 (2026-01-28) - Phase 1: Admin UI

LWC Form Manager for creating/editing forms without Setup
FormAdminController with CRUD operations (33 tests, 94%+ coverage)
formAdminApp component with list view and delete modal
formDetail component with inline field editing
Clickable form names for quick editing
Field reordering with up/down arrows
URL hash routing for bookmarkable links
Preview mode support (?preview=true)
Form_Manager Lightning tab

v0.1.0 (2026-01-28) - Phase 0: MVP

Initial release
Form__c, Form_Field__c, Error_Log__c custom objects
CaseFormController with file attachment support
CaseFormPage Visualforce page
Basic styling and client-side validation
Error logging utility

Manual Testing Still Needed

See the 🧪 MANUAL TESTING REQUIRED section at the top of this README for the current testing checklist.

Next Session Starting Point

Status: Phases 0-3 complete and polished. Ready for Phase 4.

Recent changes (v0.4.8):

reCAPTCHA type can now be changed without re-entering secret key (when already configured)
Frontend validation updated to match backend's partial update support

File size limits (fixed):

File Type	Limit	Behavior
Images (JPEG, PNG, HEIC, WebP, BMP)	25MB	Auto-compressed to ~0.7MB
Documents (PDF, Word, etc.)	2MB	Hard limit
Videos	N/A	Not supported

Key architecture notes:

Forms are org-wide (not tied to specific Sites)
Sites are just public entry points - any configured Site can serve any form
Users can run the Setup Wizard multiple times for different Sites
Image compression happens client-side using browser-image-compression library

Dev org: [email protected] (alias: devorg)

GitHub: https://github.com/tilman-d/salesforce-webtocase

Quick start for next session:

cd /root/caseformpage
sf org login web --alias devorg  # if needed
sf project deploy start --target-org devorg

Phase 4 Implementation Ideas

Embeddable JavaScript Widget:

Generate embeddable <script> tag for external websites
Cross-domain form submission via postMessage or CORS
Customizable styling via CSS variables

Multi-file Upload:

Allow multiple file attachments per submission
Drag-and-drop file upload UI
File type and size validation per file

Custom Field Types:

Picklist fields with configurable options
Date picker fields
Checkbox fields
Phone number formatting

Form Analytics:

Track form views, submissions, abandonment
Success/error rate metrics
Time-to-submit analytics

AppExchange Package Metadata

When creating the managed/unlocked package for AppExchange, include the following metadata components:

Custom Objects (3)

Component	API Name	Description
Custom Object	`Form__c`	Form configuration
Custom Object	`Form_Field__c`	Form field definitions
Custom Object	`Error_Log__c`	Error logging

Custom Settings (1)

Component	API Name	Description
Custom Setting (Hierarchy)	`reCAPTCHA_Settings__c`	reCAPTCHA API keys and settings (Protected)

Custom Fields - Form__c (9)

Field	API Name
Form Name	`Form_Name__c`
Title	`Title__c`
Description	`Description__c`
Success Message	`Success_Message__c`
Active	`Active__c`
Enable File Upload	`Enable_File_Upload__c`
Max File Size MB	`Max_File_Size_MB__c`
Enable Captcha	`Enable_Captcha__c`
Site Id	`Site_Id__c`

Custom Fields - Form_Field__c (6)

Field	API Name
Form (Master-Detail)	`Form__c`
Field Label	`Field_Label__c`
Field Type	`Field_Type__c`
Case Field	`Case_Field__c`
Required	`Required__c`
Sort Order	`Sort_Order__c`

Custom Fields - Error_Log__c (4)

Field	API Name
Error Message	`Error_Message__c`
Stack Trace	`Stack_Trace__c`
Form Id	`Form_Id__c`
Timestamp	`Timestamp__c`

Custom Fields - reCAPTCHA_Settings__c (6)

Field	API Name
Site Key	`Site_Key__c`
Secret Key	`Secret_Key__c`
Captcha Type	`Captcha_Type__c`
Score Threshold	`Score_Threshold__c`
Default Site Id	`Default_Site_Id__c`
Default Site Base Url	`Default_Site_Base_Url__c`

Apex Classes (8)

Class	Description
`CaseFormController`	Public form controller
`CaseFormControllerTest`	Test class
`ErrorLogger`	Error logging utility
`ErrorLoggerTest`	Test class
`FormAdminController`	Form Manager admin controller
`FormAdminControllerTest`	Test class
`SetupWizardController`	Setup Wizard controller
`SetupWizardControllerTest`	Test class

Lightning Web Components (3)

Component	Description
`formAdminApp`	Form Manager main container
`formDetail`	Form editor with field management
`setupWizard`	Post-install setup wizard

Visualforce Pages (1)

Page	Description
`CaseFormPage`	Public form page

Static Resources (3)

Resource	Description
`caseFormStyles`	Form CSS styling
`caseFormScript`	Form JavaScript (validation, compression, submission)
`imageCompression`	browser-image-compression library for client-side image optimization

Lightning App (1)

App	API Name
Web-to-Case Forms	`Web_to_Case_Forms`

Lightning Pages (FlexiPages) (2)

Page	API Name
Form Manager	`Form_Manager`
Setup Wizard	`Setup_Wizard`

Custom Tabs (2)

Tab	API Name
Form Manager	`Form_Manager`
Setup Wizard	`Setup_Wizard`

Permission Sets (1)

Permission Set	API Name
Web-to-Case Admin	`Web_to_Case_Admin`

Remote Site Settings (1)

Remote Site	URL	Description
Google_reCAPTCHA	`https://www.google.com`	reCAPTCHA verification API

Package.xml Example

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>Form__c</members>
        <members>Form_Field__c</members>
        <members>Error_Log__c</members>
        <name>CustomObject</name>
    </types>
    <types>
        <members>reCAPTCHA_Settings__c</members>
        <name>CustomObject</name>
    </types>
    <types>
        <members>CaseFormController</members>
        <members>CaseFormControllerTest</members>
        <members>ErrorLogger</members>
        <members>ErrorLoggerTest</members>
        <members>FormAdminController</members>
        <members>FormAdminControllerTest</members>
        <members>SetupWizardController</members>
        <members>SetupWizardControllerTest</members>
        <name>ApexClass</name>
    </types>
    <types>
        <members>formAdminApp</members>
        <members>formDetail</members>
        <members>setupWizard</members>
        <name>LightningComponentBundle</name>
    </types>
    <types>
        <members>CaseFormPage</members>
        <name>ApexPage</name>
    </types>
    <types>
        <members>caseFormStyles</members>
        <members>caseFormScript</members>
        <members>imageCompression</members>
        <name>StaticResource</name>
    </types>
    <types>
        <members>Web_to_Case_Forms</members>
        <name>CustomApplication</name>
    </types>
    <types>
        <members>Form_Manager</members>
        <members>Setup_Wizard</members>
        <name>FlexiPage</name>
    </types>
    <types>
        <members>Form_Manager</members>
        <members>Setup_Wizard</members>
        <name>CustomTab</name>
    </types>
    <types>
        <members>Web_to_Case_Admin</members>
        <name>PermissionSet</name>
    </types>
    <types>
        <members>Google_reCAPTCHA</members>
        <name>RemoteSiteSetting</name>
    </types>
    <version>59.0</version>
</Package>

Notes for Packaging

Custom Setting: reCAPTCHA_Settings__c is a Protected Hierarchy Custom Setting. The records themselves (API keys) are NOT included - users configure these post-install via Setup Wizard.
Remote Site Setting: Include Google_reCAPTCHA for reCAPTCHA verification callouts.
Permission Set: Web_to_Case_Admin grants access to all admin functionality. Assign to users who need to manage forms.
Post-Install Configuration Required:
- Create/select a Salesforce Site
- Configure Guest User permissions (via Setup Wizard)
- Add reCAPTCHA API keys (via Setup Wizard)
- Grant Apex class and VF page access to Guest User profile
Test Coverage: All Apex classes have >75% code coverage with dedicated test classes.

Name		Name	Last commit message	Last commit date
Latest commit History 14 Commits
config		config
force-app/main/default		force-app/main/default
tests		tests
.gitignore		.gitignore
README.md		README.md
package-lock.json		package-lock.json
package.json		package.json
playwright.config.js		playwright.config.js
sfdx-project.json		sfdx-project.json

tilman-d/salesforce-webtocase

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Web-to-Case with Attachments

🧪 MANUAL TESTING REQUIRED: reCAPTCHA Issues

reCAPTCHA v3 Testing

Quick Status

Why This Exists

Project Status

What's Built (Phase 0)

Custom Objects

Apex Classes

Visualforce

Static Resources

What's Built (Phase 1)

LWC Admin UI

Apex Classes

LWC Components

Metadata

Permission Set Updates

What's Built (Phase 2)

Post-Install Setup Wizard

Apex Classes

LWC Components

Metadata

Permission Set Updates

What's Built (Phase 3)

Google reCAPTCHA v2 Integration

Custom Setting

Form__c Field

Remote Site Setting

Updated Components

Permission Set Updates

Test Coverage

Manual Testing Checklist (Phase 3)

1. Configure reCAPTCHA API Keys

2. Add Keys to Salesforce (via Setup Wizard)

3. Create a Test Form with CAPTCHA

4. Test the Public Form

5. Verify Case Creation

6. Test Form WITHOUT CAPTCHA

7. Test Admin UI

Troubleshooting

Deployment

Prerequisites

1. Deploy Code

2. Create Test Data

3. Create Salesforce Site

4. Configure Guest User Profile

5. Configure reCAPTCHA (Phase 3)

6. Test

Using the Form Manager (Phase 1)

Roadmap

Phase 4: Advanced Features (NEXT)

Project Structure

Troubleshooting

Form shows "Form Not Available"

File upload not showing

Submission fails

Form Manager tab not visible

reCAPTCHA not showing (Phase 3)

CAPTCHA verification fails (Phase 3)

Changelog

v0.4.8 (2026-02-02) - reCAPTCHA Type Change UX Fix

v0.4.7 (2026-02-02) - Image Compression & Fixed File Limits

v0.4.6 (2026-02-02) - Chunked File Upload Fix

v0.4.5 (2026-01-29) - URL Display Feature

v0.4.4 (2026-01-29) - UX Improvements

v0.4.3 (2026-01-29) - Setup Wizard Path Component Fix

v0.4.2 (2026-01-29) - reCAPTCHA v3 Support & UX Improvements

v0.4.1 (2026-01-29) - Setup Wizard reCAPTCHA Configuration

v0.4.0 (2026-01-28) - Phase 3: reCAPTCHA Integration

v0.3.0 (2026-01-28) - Phase 2: Setup Wizard

v0.2.0 (2026-01-28) - Phase 1: Admin UI

v0.1.0 (2026-01-28) - Phase 0: MVP

Manual Testing Still Needed

Next Session Starting Point

Phase 4 Implementation Ideas

Packages