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Create Multiple Related Salesforce Records Using a Single Form

← Salesforce
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

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