Create Records on Custom Objects With Formyoula

To integrate your form with Salesforce you need to create a Salesforce connection on Formyoula. In this guide we will show what type of custom fields you need to create on Salesforce, so that you can map them with Formyoula.


To create a custom object and fields please go to your salesforce.com organization and go to the setup.


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Type in “objects” in the search box and click on the “objects” link under “Create”.


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Click on the “New Custom Object” button.


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Name the object label.



Select how would you like to name new records on Salesforce.



Tick the following box if you would like to add a custom tab in Salesforce for this object.



When done click “Save”.



Select an icon and colour that best fits for your custom object.



When selected click “Next”.



Choose the user profiles for which the new custom tab will be available. When done click “Next”.



Choose the custom apps for which the new custom tab will be available. When done click “Save”.


Now we need to add custom fields to our custom object. Click on the “New” button under “Custom Fields & Relationships” related list.


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First select the field type based on the field type you have on your Formyoula form. First we will create a “Text” field that will be mapped to a “Text” field on formyoula.


When selected click “Next”.



Name the field label. And enter the length of the character amount for the field, 255 is the maximum length that Salesforce allows.




Select the profiles to which you want to grant edit access to this field via field-level security. When done click “Next”.



Select the page layouts that should include this field. When done click “Save & New”.



Next will be displayed a list of what type of fields you should select to match your Formyoula fields:


Formyoula “Text Area” field to the Salesforce “Text Area” field.



Formyoula “Number” field to the Salesforce “Number” field.



Formyoula “Currency” field to the Salesforce “Currency” field.



Formyoula “Email” field to the Salesforce “Email” field.



Formyoula “Date” field to the Salesforce “Date” field.



Formyoula “DateTime” field to the Salesforce “Date/Time” field.



Formyoula “CheckBox” field to the Salesforce “Checkbox” field.




Formyoula “Select” field to the Salesforce “Picklist” field. Input the same value you use for the Formyoula select field to Salesforce.




Formyoula “MultiSelect” field to the Salesforce “Picklist (Multi-Select)” field. Input the same value you use for the Formyoula multi select field to Salesforce.



Formyoula “RadioSelect” field to the Salesforce “Picklist” field. Input the same value you use for the Formyoula radio select field to Salesforce.



Formyoula “SmileyFace” field to the Salesforce “Text” field. This will input the value that the particular smiley face has into the Salesforce text field.



Formyoula “NPS” field to the Salesforce “Number” field. This will input the selected value from the NPS field (from 0-10) to the Salesforce “Number” field.



And all the Formyoula fields from the “Media Section” (“Photo”, “Audio”, “Video”, “Signature”, “Sketch”) to the Salesforce “URL” field. This will input a URL of the Formyoula field into Salesforce.



Please follow this guide if you would like to display an actual image, signature etc. on Salesforce:


http://support.formyoula.com/knowledgebase/articles/387783-display-images-and-signatures-in-salesforce


Now when all the custom fields are created you can map the Formyoula fields to the Salesforce fields. To do so, please go to https://app.formyoula.com/dashboard and click on the "Add" button under "Connections" column or press on the "Create a Connection" button under "Next Step" column, or select "Add/ Edit Connections" from the "Actions" list.



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



Select the custom object you have created on Salesforce and click "Save".



Now map all the fields you would like to input in Salesforce. On the left select the Formyoula field and on the right select the Salesforce custom field when both selected click “Create Map”.



When all the fields are mapped go back to the Formyoula dashboard.



Now when a form entry will be captured a new record will be created under your new custom object on Salesforce.




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

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