Salesforce Record Select List

We recently released a new form element called the Salesforce Select List. The Salesforce Select List allows you to display a list of Salesforce records. Formyoula users can then select one of them to add to their form entries. These can be tasks, contacts, opportunities, products or campaigns. All standard and custom objects are supported.


The record list is directly retrieved from Salesforce in real time. You can create record filters to make sure only the right records are displayed.


In this guide we will use a Salesforce Select Element to list Salesforce Opportunities and update one of the selected Opportunity records in Salesforce.


1. Drag and drop the Salesforce Select element from the Salesforce components tab on your form. And click on the pencil icon.


2. Select the Salesforce object that you would like to use. The Salesforce Select element will display records related to this object.



3. [Optional] You can display additional fields on the Select element’s list when selecting the Opportunity. You can add Name, Probability, Close Date and other standard or custom object fields. Please note that you can only use exact API names as in Salesforce and they can be separated only with commas. Please see below example.




4. [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.



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



6. [Optional] You can filter the record search by using the Salesforce SOQL syntax. For example: StageName=’Closed Won’ AND Closed Day <= Today AND Custom_Field__c !=’Example Value’. In our example we will filter our Select List Opportunity records so that only the records that contains words “Formyoula” and “Rock” will be displayed on the Select list.



7. [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


8. Now on your form you will see the Select field that will allow you to select a Salesforce records from a filtered list.





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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