1. Go to Formyoula.com and click “Sign In”.
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2. Click “New Form”.
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3. Click “Rename” to give your new form a name.
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4. Forms can have multiple pages. We will add two pages, one for the Account record details and the second one for the Contact record details.
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5. Drag and drop a Salesforce Lookup field on your form. We will use this field to find existing Account records in Salesforce.
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6. Click on the “pencil” icon to edit the field. Select the object and change the field label and other fields as needed. Apply the changes.
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- Please see this guide that demonstrates form pre-fill - http://support.formyoula.com/knowledgebase/articles/404713-pre-fill-formyoula-forms-with-salesforce-informati
7. Drag and drop any other fields that are necessary for your Account record.
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8. Drag and drop a Salesforce Select field on your form’s second page. This field will display a list of Contact records that are linked to the Account record we will find via the Salesforce lookup field.
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9. Click on the “pencil” icon to edit the field. Select the object and change the field label and other fields as needed.
- Please see this guide that demonstrates how to filter the child records based on a parent record - http://support.formyoula.com/knowledgebase/articles/666112-salesforce-select-child-record-filter
- Please see this guide that demonstrates how to add additional fields for Lookup and select elements - http://support.formyoula.com/knowledgebase/articles/705081-displaying-additional-salesforce-information-for-l
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10. Drag and drop any other fields that are necessary for your Contact record creation.
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11. Click “Save & Close” to save your form.
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12. Click on “(Add)” under the “Connections” column or click on the “Create a Connection” button, or select “Add/Edit Connections” from the “Actions” available list.
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13. Select “Salesforce” from the available connections list and click “Create Connection >>”.
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14. Select “Account” from the available Salesforce Object list and click “Save”.
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15. Select your Account Lookup field under the “Update based on lookup” section. This will ensure to update an existing Account record in Salesforce. When added save record settings.
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16. Map all the necessary Account record fields from your Formyoula form to the Salesforce fields.
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17. When done, click on the “<< Back to Connections” button.
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18. Select “Salesforce” from the available connections list and click “Create Connection >>”.
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19. Select “Contact” from the available Salesforce Object list and click “Save”.
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20. Select your Contact Select field under the “Update based on lookup” section. This will ensure to update an existing Contact record in Salesforce. When added save record settings.
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21. Map your Salesforce lookup field to the Account ID field. This will ensure to link the new or existing Contact record to the Existing Account record.
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22. Map all other necessary Contact record fields from your Formyoula form to the Salesforce fields.
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23. When done, go to your Formyoula dashboard.
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24. Click on the “Try” button next to the form. This will open the mobile web app.
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25. Select the newly created form.
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26. Fill in both pages and submit the form.
- Search for existing Account records with the lookup field. The form fields will be auto-populated and ready for the update.
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- Now you will be able to select and update a Contact record from the Salesforce Select list based on the Account record found via the lookup field.
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- Or create a new Contact record by filling in the fields.
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27. Now, when you open Salesforce, you will be able to see the newly created or updated Contact record that will be linked to an existing Account record of your choice.
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For any questions please contact us - [email protected].