Uncheck A Checkbox in Salesforce

This guide will explain how to uncheck a Checkbox in Salesforce by sending the blank field values.

  1. Initial Setup:
  • Drag and drop a “Salesforce Lookup” and a “CheckBox” field onto your form.
  • Rename the fields as needed.
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  1. Configuring The “Salesforce Lookup” Field:
  • Click the pencil icon of the “Salesforce Lookup” field.
  • Set “Object” and set “Display Additional Fields” as needed.
  • Save the changes.
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  1. Setup A Salesforce Connection:
  • Click on the "Create a Connection" button under the "Next Step" column.
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  • Select “Salesforce" from the available connections list and click "Create Connection".
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  • Select an Object and click “Save and Continue”.
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  • Map the Form field to the Object field.
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  • Click “Salesforce Record Settings”.
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  • Set the lookup field for the “Update Based On Lookup” option.
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  • Enable the “Send Blank Field Values” option.
  • This option will send the blank field values to Salesforce.
  • Save the changes.
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  1. Test Your Form:
  • Lookup an Account.
  • Submit the form without checking the CheckBox.
  • It will uncheck the CheckBox in Salesforce.
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For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂