Sync Formyoula Select Field With Salesforce Picklist

In this guide, we will explain how to sync a “Select” field on a Formyoula form with a Salesforce Picklist using the “Salesforce Picklist Sync” field.

1. INITIAL SETUP:

  • Drag and drop a “Select” and a “Salesforce Picklist Sync” field onto your form.
  • Rename the fields as needed.
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2. CONFIGURE THE “SELECT” FIELD:

  • Click the pencil icon of the “Select” field.
  • You can remove the “Select Options”, as these values will be synced from the Salesforce Picklist.
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3. CONFIGURE THE "SALESFORCE PICKLIST SYNC” FIELD:

  • Click the pencil icon of the “Salesforce Picklist Sync” field.
  • Set up the field:
    • Salesforce Object Name: Enter the Salesforce object where the picklist field is located.
    • Salesforce Picklist Field: Specify the API name of the Salesforce picklist field.
    • Salesforce Record Type Id: The Record Type ID from Salesforce.
    • Formyoula Field Id: The unique ID of the Formyoula Select field that should receive the picklist values.
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4. TEST YOUR FORM:

  • Try your form.
  • It will sync the “Select” field on the form with Salesforce Picklist values.
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For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂