Adding Salesforce Lookup Fields to Your Mobile Forms

The Salesforce Lookup field allows you to search for existing Salesforce records. You can use any standard or custom object for the Salesforce Lookup field. Your users will be able to search for Salesforce records and see the search results on their Formyoula mobile application. You can even use lookups to update existing records in Salesforce or autofill certain information on your form.


The main two use cases for the Salesforce Lookup records are:


  • Search for existing Salesforce record and update the record with information captured on your Formyoula form. For example, you can find an existing account and update the description, address and type.

  • Search for existing Salesforce record and map it to a lookup or master detail relationship field on Salesforce. For example, you can create a new contact and link it to an existing account on Salesforce. Or create a new lead record and link it to a Salesforce campaign record.


In this guide we will add an account lookup to a new contact form.


Select a form you would like to add a lookup to.



Click on the Salesforce drag & drop component tab.



Drag and drop the Salesforce Lookup field on your form. And click the pencil icon.


Select the object you would like to use for the lookup. This will allow you to search for records related to this object.




(Optional) You can change the displayed search information by adding the fields you would like to see on the search page for each record that will be listed in the search results. Please use the Salesforce field API names separated by commas.



(Optional) If you would like to display Account name or other related record lookup fields from Salesforce then you will need to create a formula field on Salesforce. For example, to create a formula for Account name: Use “Account.Name” in the formula.



After creating the formula field, please add the API name to the “Display Additional Fields” section.



(Optional) You can pre-fill your forms with information from Salesforce using the Salesforce Select “Autofill Connection Id” option. Please see the follwing guide that will demonstrates necesary steps for the form pre-fill

- http://support.formyoula.com/knowledgebase/articles/404713-pre-fill-formyoula-forms-with-salesforce-informati


When done, click "Save & Close".


Now, go to your form connections.



Click on the Salesforce connection where you would like to add the field mapping to.



Here you will be able to map the Formyoula Salesforce Lookup field to your Salesforce Object Field. We will map our Account lookup field to the Contact object Account ID. This will ensure that new contacts will be linked to existing accounts that we found using the Salesforce Lookup field.



Make sure the new entry has been created in the mapping table.



Now on your form you will see a lookup field that will allow you to search for Salesforce records.






If you need any help, please email support@formyoula.com


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

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