In this guide, we will show how to set up multiple Salesforce Select Lists that can be filtered based on master detail lookup relationships.
Example form template for import - https://app.formyoula.com/templates/import
[Example Form] Account, Contact,Task and Campaign Select Lists.json8.7KB
If you are creating a new form, please drag and drop Salesforce Select List fields on your form page. To link the objects based on Salesforce lookup field relationships, please add necessary merge fields to filter the child records or related records.
In this example, we are filtering Contact records based on the Account record relationship.
AccountId = '{{Select Account}}’
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