Record Customer Site Visit on Salesforce

In this example we will be creating a new Salesforce form that will allow us to capture a site visit record on a custom object related to an existing account record in Salesforce that will be retrieved using a lookup field.

To start go to your Formyoula Dashboard - 
https://app.formyoula.com/dashboard and click "New Form".



Rename your form, we will use "Site Visit".



Add at least one page to your form. We will add one called "Details" and click the "+" button to create it.



Drag and drop required fields. First we will drag and drop a "Graphic" field from the "Media" section.


Click on the "Pencil" button to edit the field. Upload you company's logo or banner. Change the "Width %" and the "Graphic Position" as needed.



Drag and drop a "Salesforce Lookup" field from the "Salesforce" section.


Click on the "pencil" button to edit the field. Change the "Label" as it will be displayed on the form when searching for the Account and select the object you need to attach this lookup to, in this case we will rename the label as "Find Account" and will attach it to the Salesforce "Account" object.



Drag and drop a "Text" field from the "Input" section. Click on the "Pencil" button to edit the field. We will rename the label as "Visit Details". This will be used to capture details about the visit.

 

Drag and drop a "Multi Select" field from the "Select" section.



Click on the "Pencil" button to edit the field. We will rename the label as "Product Interest" and will enter the values that will match the Salesforce multi select field's values in the "Select Options" section.



Drag and drop another "Text" field from the "Input" section. Click on the "Pencil" button to edit the field. We will rename the label as "Next Steps". This will be used to capture information for the next steps with the client.



When finished, click the "Save & Close" button.



Now we need to create a Salesforce connection.
 Click "Add" under the connection column.



Select Salesforce from the available connections list and click "Create Connection".



We will create this connection to attach the form to the "Site Visit" custom object on Salesforce. Select "Site Visit" from the "Salesforce Object" list and click "Save".



Now we need to map our Formyoula fields to the Salesforce "Site Visit" fields. First we will map our "Find Account" Lookup field to the "Account" object on Salesforce, this will ensure that the form will create a "Site Visit" record that will be attached to an existing Account, when both are selected click "Create Map".



Next we will map the Formyoula "Visit Details" field to the Salesforce "Visit Details" field.



Formyoula "Product Interest" field to the Salesforce "Product Interest" field.



And the Formyoula "Next Steps" field to the Salesforce "Next Steps" field.



Check if the mappings are correct.



Go back to the Formyoula Dashboard when done.



On the Formyoula Dashboard, click the "Try" button to launch the Mobile Web App. 



Select the newly created form.



Fill in the form and click "Submit" button when done.



Now when you open Salesforce you will be able to see the new "Site Visit" record under your custom object and attached to an existing Account.



If you have any questions, 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
  49. Sign In As Another Formyoula User

Feedback and Knowledge Base