In this guide, we will explain how to create Salesforce records from any form page. This allows creating Salesforce records by pages before a form is submitted.
- Please add the necessary fields for the record creation. In this example, we will be creating a Contact record from the first form page:
- Please add a second page to the form and drag&drop the Salesforce Create Record form field:
- Please edit the field and select the required Object. In this example, we will use the Contact Object:
Next, please set the “Create Record On Page Load” option to “Yes”. This will make sure to create the Salesforce record once the users navigate to this form page.
Please add the field mappings from the previous form page. Please use the form field merge IDs and Salesforce field API Names:
You can copy the Formyoula Field ID by editing the field:
Additionally, you can set a custom success message notification when the record gets created:
[Optional] We can also pre-fill the newly created record ID on the second page of the form.
- Please add Salesforce Pre-Fill and Salesforce Lookup fields on the form:
- Please edit the field and select the necessary Object:
- Please select the Salesforce Create Record as the Formyoula Parent Field, and Contact ID as the Salesforce Parent Field. This will make sure to fetch the newly created Contact ID from the previous page.
- Please add any field mappings that you would require to pre-fill on this page from the Contact Object. In this case, we will pre-fill a Salesforce Lookup with the newly created Contact record:
- Please save and close the form.
- Now, once you capture the Contact details and navigate to the next page:
A notification message will be displayed that a Contact Record has been successfully created:
And the Salesforce Lookup will be automatically populated with the newly created Contact record:
For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂