Create Multiple Related Salesforce Records Using a Single Form

In this video, we will demonstrate how to create a new account, multiple contacts, opportunity, order and a follow-up task records on Salesforce using a single Formyoula form.




Please see this guide that explains how to update or create a Contact record and link it to an existing Account Record http://support.formyoula.com/knowledgebase/articles/768771-update-or-create-a-contact-record-and-link-it-to-a

Please see this guide that explains how to create Salesforce Quotes and Quote Line Items (Products) with an offline form - http://support.formyoula.com/knowledgebase/articles/599901-create-salesforce-quotes-and-quote-line-items-pro

Please see this guide that explains how to create new Order and Order Product records using existing Price Book Entry records - http://support.formyoula.com/knowledgebase/articles/917778-create-new-order-and-order-product-records-using-e

Please see this guide that explains how to switch Salesforce Record type using Workflow rules http://support.formyoula.com/knowledgebase/articles/438798-salesforce-record-type-switching-with-workflow-rul

Salesforce

  1. Use Repeat Groups to Create Salesforce Child and Related Records on Your Mobile Forms
  2. Lead Capture With Business Card
  3. Create Salesforce Event with Multiple Attendees
  4. Common Salesforce Record Errors
  5. Testing Formyoula In Your Salesforce Sandbox
  6. Create Records on Custom Objects With Formyoula
  7. Lookups for Salesforce Orders and Contracts
  8. Salesforce Record Select List
  9. Salesforce Child Record Auto-Fill Using Repeat Groups
  10. Adding Salesforce Lookup Fields to Your Mobile Forms
  11. Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Followup Task
  12. Salesforce Select Element for Record Assignments in the Field
  13. Salesforce Select Child Record Filter
  14. Offline Event Registration
  15. Add Users To Campaigns During Events
  16. Display Images and Signatures in Salesforce
  17. Set Record Types with Hidden fields
  18. Pre-fill Formyoula forms with Salesforce Information
  19. Capture GEO Location in Salesforce
  20. Autonumber new Salesforce records with a unique Formyoula entry ID
  21. New Contact Creation and Attachment to Campaign as a Campaign Member
  22. Override Select List Options With Salesforce IDs
  23. Updating existing records in Salesforce with Lookups
  24. Salesforce Record Type Switching With Workflow Rules
  25. Record Customer Site Visit on Salesforce
  26. Salesforce From With Multiple Line Items Using Repeat Groups
  27. Conditional Salesforce Record Creation
  28. Update or Create a Contact and Attach to a New Campaign as a Campaign Member
  29. Displaying Additional Salesforce Information for Lookup & Select Fields
  30. Send Email After Each Form Entry is Captured
  31. Record & Display Images in Salesforce
  32. Record & Display Signatures in Salesforce
  33. Record Voice Files in Salesforce
  34. Formyoula Integration With Salesforce Chatter
  35. Add Salesforce Users to Your Formyoula Account
  36. Formyoula Salesforce Features
  37. Create a Workflow Rule that will pre-fill information from a related object
  38. Prefill form fields from Salesforce using URL merge parameters
  39. Capture Photos, Signatures And Sketches Offline
  40. Create Multiple Related Salesforce Records Using a Single Form
  41. Create Time Based Workflow Rule To Retry Failed Formyoula Files
  42. Create, Update and Find Records on Salesforce
  43. Online and Offline Salesforce Lookup Search
  44. Filter Salesforce Records Based on Formyoula User Email
  45. Store Formyoula form entries directly in your Salesforce organization
  46. Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files
  47. Create a Salesforce Event Record Linked To Multiple Contacts
  48. Create Custom Lookup Search Result Fields
  49. Sign In As Another Formyoula User

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