In this video, we will demonstrate how to create a new account, multiple contacts, opportunity, order and follow-up task records on Salesforce using a single Formyoula form.
Please see this guide that explains how to update or create a Contact record and link it to an existing Account Record -http://support.formyoula.com/knowledgebase/articles/768771-update-or-create-a-contact-record-and-link-it-to-a
Please see this guide that explains how to create Salesforce Quotes and Quote Line Items (Products) with an offline form -http://support.formyoula.com/knowledgebase/articles/599901-create-salesforce-quotes-and-quote-line-items-pro
Please see this guide that explains how to create new Order and Order Product records using existing Price Book Entry records -http://support.formyoula.com/knowledgebase/articles/917778-create-new-order-and-order-product-records-using-e
Please see this guide that explains how to switch Salesforce Record type using Workflow rules -http://support.formyoula.com/knowledgebase/articles/438798-salesforce-record-type-switching-with-workflow-rul