This guide will explain how to update the Salesforce Case Object's “Status” field without submitting the form. It involves triggering the “Salesforce Record Create” field using the “Field Update Button”.
- Initial Setup:
- Drag and drop “Salesforce Select”, Salesforce Prefill”, “Select”, “Salesforce Create Record”, and “Field Update Button” field onto your form.
- Rename the fields as required.

- Configuring The “Salesforce Select” Field:
- Click the pencil icon of the “Salesforce Select” field.
- Set “Object” and “Display Additional Fields” as shown below.

- Configuring The “Salesforce Prefill” Field:
- Click the pencil icon of the “Salesforce Prefill” field.
- Set “Object”, “Formyoula Parent Field”, and “Salesforce Parent Field” as shown below.

- Map the Form field (Status) to the Salesforce object field (Status).

- Configuring The “Select” Field:
- Click the pencil icon of the “Select” field.
- Update the “Select Options” according to the Salesforce object field options.

- Configuring The “Salesforce Create Record” Field:
- Click the pencil icon of the “Salesforce Create Record” field.
- Fill in the “Salesforce Object Name”.

- Update the “Salesforce Record Create Success Message”.

- Map the Form fields to the Salesforce Object fields as shown below.
- Here “{{62d7-223f-d69f}}” is the field ID of the “Select” field named “Status”.
- Here “{{ac1c-320e-5f88}}” is the field ID of the “Salesforce Select” field.

- Configuring The “Field Update button” Field:
- Click the pencil icon of the “Field Update Button” field.
- Set “Field Updates” - ‘Update Case Status || event || run’
- Here we will use the “Field Update Button” field to trigger the “Salesforce Record Create” field.
- Save all the changes.

- Test The Form:
- It will allow you to select a “Case” and update the “Status”.
- Clicking the “Update to Salesforce” button will update the status to Salesforce without saving the form.

- Selecting a “Case” will show the current “Status”.

- Update the “Status”.
- Click the “Update to Salesforce” button.

- It will show a success message.

- And will update the “Status” to the “Salesforce”.

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