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

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