Update Salesforce Records Without Submitting The Form

This guide will explain how to update Salesforce records without submitting the form.

Initial Setup:

Drag and drop a ”Salesforce Lookup” field onto your form.
Rename the field as needed.

Drag and drop a ”Select”, three “Text”, a “Salesforce Create Record”, and a “Field Update Button” field inside a “Repeat” field onto your form.
Rename the fields as needed.

Configuring The “Salesforce Lookup” Field:

Click the pencil icon of the “Salesforce Lookup” field.
Set “Object” and “Display Additional Fields”.

Configuring The “Salesforce Create Record ” Field:

Click the pencil icon of the “Salesforce Create Record ” field.
Add “Salesforce Object Name”.
Add a success message (optional).

Map the fields.
Make sure to use the field API name under the “Salesforce Field” option.
Here, c754-82d7-d024 is the field ID of the Salutation (Select) field. 9ecb-f96e-288d is the field ID of the First Name (Text) field. 2caa-15b2-fa78 is the field ID of the Last Name (Text) field. 2b5e-1afb-7fce is the field ID of the Select Account (Lookup) field.

25cd-edf9-fa28 is the field ID of the Record Id (Text) field.

Configuring The “Field Update Button” Field:

Click the pencil icon of the “Field Update Button” field.
Set “Field Updates”.

Salesforce Create Record || event || run

Connection And Setup To Prefill The Repeat Group Contacts:

Please check out this guide on how to create a form with repeat group prefill functionality that displays all child records based on a parent record found via the Salesforce lookup field: https://guides.formyoula.com/public-guides/salesforce-child-record-auto-fill-using-repeat-groups

Test Your Form:

Try the form, and lookup an account.
It will prefill the related contacts in the repeat field.

Update the contact and click the “Update Contact” button.
It will update the contact in Salesforce without submitting the form.

For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂