Salesforce

Filter Form Templates Based On The Salesforce Objects

Enable Salesforce and Formyoula Entry Storage

Assign Specific API User For Salesforce Record Creation

Salesforce API User Access For Formyoula-Only Users

Resolve Salesforce Errors Using The Retry Button In Email Notifications

Custom User Attribute Page

Hide Additional Salesforce Lookup Fields From The Search UI

Salesforce Lookup Search Using The Custom Fields

Clear The Lookup Field Value If The User Navigates To The Back Page

Redirect The User To The Custom Setup Form

Trigger Salesforce Table Submit Button Using Field Update Button

Update Salesforce Case Status Without Submitting The Form

Salesforce Record Offline Filters

“toLabel()” Function To Prefill the Salesforce Picklists That Have API Values

Salesforce SOQL Filter For Multiple Fields Using IN Clause

Update A Fixed Quantity Field On Salesforce And Display On The PDF

Formyoula Forms For Salesforce Lightning Experience

Salesforce Child Record Auto-Fill Using Repeat Groups

Salesforce Grid Element

Salesforce Lookup Auto Sync

Update Or Create A Contact And Attach To A New Campaign As A Campaign Member

Displaying Additional Salesforce Information For Lookup & Select Fields

Salesforce Formyoula Lightning Package Setup With Named Credentials

Add Salesforce API User To Formyoula

Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files

Conditional HTML Message With Salesforce Record PreFill

Attach Form Entry DOC To A Salesforce Record

Salesforce Select Auto Record Selection Based on Custom Date Logic

Salesforce File Preview Field

Enable Additional User Features

Custom Alert Messages on Salesforce PreFill Field

Update a Formyoula Only User To a Formyoula Salesforce User

Add PDF Attachments to Files or Notes & Attachments on Salesforce

Passing secure and sensitive data in a Formyoula URL using AES encryption

Formyoula and Salesforce User Refresh Token Management

Setup Single Sign-On (SSO) with Formyoula and Salesforce

Sign In As Another Formyoula User

Create Custom Lookup Search Result Fields

Create a Salesforce Event Record Linked To Multiple Contacts

Store Formyoula form entries directly in your Salesforce organization

Filter Salesforce Records Based on Formyoula User Email

Online and Offline Salesforce Lookup Search

Create, Update and Find Records on Salesforce

Create Time Based Workflow Rule To Retry Failed Formyoula Files

Create Multiple Related Salesforce Records Using a Single Form

Capture Photos, Signatures And Sketches Offline

Prefill form fields from Salesforce using URL merge parameters

Create a Workflow Rule that will pre-fill information from a related object

Formyoula Salesforce Features

Add Salesforce Users to Your Formyoula Account

Formyoula Integration With Salesforce Chatter

Record Voice Files In Salesforce

Record & Display Signatures In Salesforce

Record & Display Images In Salesforce

Send Email After Each Form Entry Is Captured

Conditional Salesforce Record Creation

Salesforce Form With Multiple Line Items Using Repeat Groups

Record Customer Site Visit On Salesforce

Salesforce Record Type Switching With Workflow Rules

Updating Existing Records In Salesforce With Lookups

Override Select List Options With Salesforce IDs

New Contact Creation And Attachment To Campaign As A Campaign Member

Autonumber New Salesforce Records With A Unique Formyoula Entry ID

Pre-Fill Formyoula Forms With Salesforce Information

Set Record Types With Hidden Fields

Display Images And Signatures In Salesforce

Add Users To Campaigns During Events

Offline Event Registration

Salesforce Select Child Record Filter

Salesforce Select Element For Record Assignments In The Field

Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Follow-up Task

Adding Salesforce Lookup Fields To Your Mobile Forms

Salesforce Record Select List

Lookups for Salesforce Orders and Contracts

Create Records on Custom Objects With Formyoula

Testing Formyoula In Your Salesforce Sandbox

Common Salesforce Record Errors

Create Salesforce Event with Multiple Attendees

Lead Capture With Business Card

Use Repeat Groups To Create Salesforce Child And Related Records On Your Mobile Forms

Create New Account With Multiple Contacts, And Multiple Tasks Assigned To The Contacts

Connect Your Forms With Salesforce Objects

Filter Salesforce Lookups Based On Form Field Values Using Merge Fields

Create New Opportunity And Opportunity Product Records Using Existing Price Book Entry Records (Pre-Fill)

Create New Work Order And Work Order Line Item Records Offline

Create New Opportunity And Opportunity Product Records Using Existing Price Book Entry Records

Create New Order And Order Product Records Using Existing Price Book Entry Records

Create Salesforce Chatter Files in Chatter Groups using Formyoula Form

Create Or Update Multiple Contact Records And Link Them To A New Task Record

Create or Update Multiple Contact Records and Link Them to a New Event Record

Case Update Form With Filtered Case Related List

Update or Create a Contact Record and Link it to an Existing Account Record

Update or Create a Contact Record

Create Visit Records and Track Number of Visits

Create New Task Linked To an Account and Contact Records

Create New Contact Record as a Campaign Member to a New Campaign Record

Create Salesforce Quotes and Quote Line Items (Products) with an offline form

Create New Case Record Linked to an Existing Account Record

Create New Opportunity Record Linked to an Existing Account Record

Create New Opportunity Record Linked to a New Account Record

Create New Lead Record as a Campaign Member to an Existing Campaign Record

Create New Campaign Record

Create New Lead Record

Create New Contact Record

Create New Account Record

Formyoula Form Files to Attach Multiple Photos Using Repeat as File on Salesforce

Attach A File To A Newly Created Record Using File Upload

How to Find Existing Salesforce Records to Avoid Creating Duplicates

Pre-Fill Salesforce Record Fields And Set Default Field Values

Salesforce Prefill Field

Filtering Salesforce Records For Offline Sync

Salesforce Table Record Excel/CSV File Download

Salesforce Record Error Emails To Entry Creator

Disable The “Allow Users To Install Canvas Personal Apps” Option

Salesforce Lookup Field PreFill From Another Lookup Field

Find Salesforce Lead Status Field Based on A Contact Lookup

Check User Record Access

Salesforce Lookup (SOQL) Searching Based on Multiple Fields

Formyoula Lightning Signatures on Salesforce Record Detail Page

Filtered Salesforce Select Lists With Master Detail Relationships

Filter Salesforce Records Where Name Starts With a Specific Text

Salesforce Community User Form Setup And Deployment

Zapier Integration With Formyoula Forms