Create New Contact Record as a Campaign Member to a New Campaign Record

In this guide we will demonstrate how to create a new Contact record and assign it as a Campaign Member to a new Campaign record in Salesforce with a Formyoula mobile form. This mobile form can be completed while the mobile device is offline and the new record will be created on Salesforce once the device regains internet connection. Both Salesforce and non-Salesforce users can complete Formyoula mobile forms and the new records will be created on Salesforce. You can create any number of records on standard or custom object with a single Formyoula mobile form. Child record creation is supported using repeat group elements.



1. Go to Formyoula.com and click “Sign In”.



2. Click “New Form”.



3. Click “Rename” to give your new form a name.



4. Forms can have multiple pages. In this case we will use two pages, one for the new Contact details and the second one for the new Campaign details.



5. Drag and drop fields for the Contact record on the first page of your form. Add as many fields as you need.



6.  Click on the “pencil” icon to edit the fields.


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7. Drag and drop fields for the Campaign record on the second page of your form. Add as many fields as you need.



8. Drag and drop a “Select” field on your form to capture information and match it to Salesforce picklist fields on Campaign record.



9.  Edit the field and add matching values as on Salesforce field.



10. Drag and drop two “Date” fields to set the start and the end dates on the Campaign record.


11. Click “Save & Close” to save your form.



12. Click on “(Add)” under the “Connections” column or click on the “Create a Connection” button, or select “Add/Edit Connections” from the “Actions” available list.



13.  Select “Salesforce” from the available connections list and click “Create Connection >>”.



14. Select “Contact” from the available Salesforce Object list and click “Save”.



15. Set the “Insert Sequence” as “1”. This will ensure to create the new Contact record prior to the new Campaign record.



16. Click “Save Record Settings” when done.



17.  Select the matching fields in both mapping sections and click “Create Map”.



18. Map all the necessary fields from your Formyoula form to the Salesforce fields.



19. When done, click on the “<< Back to Connections” button.



20. Select “Salesforce” from the available connections list and click “Create Connection >>”.



21. Select “Campaign” from the available Salesforce Object list and click “Save”



22. Set the “Insert Sequence” as “2”. This will ensure to create the Campaign record after the Contact record is created.



23. Click “Save Record Settings” when done.



24. Select the matching fields in both mapping sections and click “Create Map”.



25. Map all the necessary fields from your Formyoula form to the Salesforce fields.



26. When done, click on the “<< Back to Connections” button.



27. Select “Salesforce” from the available connections list and click “Create Connection >>”.



28. Select “Campaign Member” from the available Salesforce Object list and click “Save”.



29. Set the “Insert Sequence” as “3”. This will ensure to link the newly created Contact record to the newly created Campaign record as a Campaign Member.



30. Click “Save Record Settings” when done.



31. Map the Formyoula “[New Campaign (Seq 2)]” field to the Salesforce “Campaign ID” field. This will ensure to link the new Contact to the new Campaign.



32. Map the Formyoula “[New Contact (Seq 1)]” field to the Salesforce “Contact ID” field. This will ensure to link the new Contact as a Campaign Member.



33. When done, go to your Formyoula dashboard.



34. Click on the “Try” button next to the form. This will open the mobile web app.



35. Select the newly created form.



36. Fill in both pages and submit the form.




37. Now, when you open Salesforce you will be able to see the newly created Contact record.



The newly created Campaign record.


And the new Contact record will be linked to the new Campaign record as a Campaign Member.



For any questions please contact us - support@formyoula.com.


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