Capture Family Details And Create Salesforce Account And Contact Records

This guide explains how to build a form that captures family member details using a "Repeat Group" field and automatically creates Salesforce records on submission.

It will create an Account record (using the Last Name of the primary family person), then for each family member entry, including the primary family person, the form creates Salesforce Contact records containing all personal details.

Here, two Salesforce connections work in sequence. The Account is created first, and the Contacts are then linked to it via the new Account ID.

1. INITIAL SETUP:

Drag and drop a "Repeat" field onto your form.
Rename the field as needed.

Drag and drop some fields into the Repeat section (in this case, a "Checkbox", a "Select", two "Text" fields, and a "Number" field) to capture personal information for family members.
Rename the fields as needed.

2. CONFIGURE THE FIELDS INSIDE THE REPEAT GROUP:

THE "CHECKBOX" FIELD: This field identifies which family member is the primary contact. This value is also used by Connection 1 (Salesforce Account), an Account record is only created when this checkbox is ticked.

THE "SELECT" FIELD:

Click the pencil icon on the "Select" field.
Set “Select Options” to describe the family relationship.

Father
Mother
Child (Son)
Child (Daughter)

3. CREATE SALESFORCE CONNECTIONS:

This form uses two Salesforce connections, both linked to the "Family Member" repeat group and working in sequence:

Connection 1: Account: Creates a single Salesforce Account record using the Last Name of the family member marked as the Primary Family Person.
Connection 2: Contact: Creates a Salesforce Contact record for every repeat entry, including the primary family person. It runs after Connection 1, so it can use the newly created Account ID to link all Contacts to the same Account.

Please check out this step-by-step basic guide on how to set up Salesforce connections for a form: https://guides.formyoula.com/public-guides/connect-your-forms-with-salesforce-objects

SET UP SALESFORCE ACCOUNT CONNECTION: This connection creates a new Salesforce Account record for the repeat entry where the "Primary Family Person" checkbox is ticked.

Map the fields as shown below.

Set up the record settings:

Click the “Salesforce Record Settings”.

Set repeat group under the “Use Repeat Group” option.

Set the “Checkbox (Primary Family Person)” field under the “Skip IF Value Not Provided” option.
This is a conditional skip setting. When the checkbox value is false (unticked), the connection is skipped, and no Account record is created for that entry. This ensures the Account is created only once based on the Last name of the Primary Family Person.

Note: This connection runs first. The Account ID it generates is then used by Connection 2 to link the Contact.

SET UP SALESFORCE CONTACT CONNECTION: This connection creates a new Salesforce Contact record for every repeat entry and links each Contact to the Account created in Connection 1.

Map the fields as shown below.
Note:

The [New Account Record ID (Seq. 1)] is a dynamic system value, it is not a form field. It references the ID of the Account record that was just created by the first connection in the same submission sequence. This is what links the Contact to the Account.
This connection runs after Connection 1, so that the new Account ID is already available to be mapped to the Contact's AccountId field.

Set up the record settings:

Click the “Salesforce Record Settings”.

Set repeat group under the “Use Repeat Group” option.
Links this connection to the repeat group, so a separate record is created for each repeat entry.

7. TEST THE FORM:

Try the form.

Click “Add Family Member” and add some entries (Fill in family member's details: Relation, First Name, Last Name, and Age)
Note: Tick the “Primary Family Person” checkbox for one entry (this entry will create an Account in Salesforce).

Submit the form.
It will create one Account and three Contacts, and will skip the Account connections based on the checkbox skip condition.

In Salesforce, verify:

One Account record was created (using the Last Name of the primary member).
Contact records were created for all entries, each linked to the Account via the AccountId field.
For the non-primary entry, confirm no Account was created but a Contact was still linked to the existing Account.

Optional: Please check out the Table view UI for the Repeat group.

Example Form [Capture Family Details And Create Salesforce Account And Contact Records ].json10.3 KiB

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