Push Form Entry Updates To Salesforce

In this guide, we will demonstrate how to re-submit already captured form entries to your Salesforce. This will update the records in Salesforce that were created by the initial form submission.

1. Please go to your Formyoula dashboard - https://app.formyoula.com/dashboard

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2. Please click on the cloud icon next to your form.

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3. Please click on the blue “Salesforce (Edit Connections)” link under the Connections column. This will open the Salesforce connections page.

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4. Please tick the “Push Updates” checkbox under the Salesforce Record Settings.

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5. When done, please save the Record Settings.

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6. Now, when you edit and re-submit a form entry, the record will be updated in Salesforce.

Please note that you have to enable this option for each Salesforce connection separately.

For any questions, please contact us - [email protected].