Update or Create a Contact Record and Link it to an Existing Account Record

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. We will add two pages, one for the Account record details and the second one for the Contact record details.



5. Drag and drop a Salesforce Lookup field on your form. We will use this field to find existing Account records in Salesforce.



6. Click on the “pencil” icon to edit the field. Select the object and change the field label and other fields as needed. Apply the changes.




  • Please see this guide that demonstrates form pre-fill - http://support.formyoula.com/knowledgebase/articles/404713-pre-fill-formyoula-forms-with-salesforce-informati


7. Drag and drop any other fields that are necessary for your Account record.



8. Drag and drop a Salesforce Select field on your form’s second page. This field will display a list of Contact records that are linked to the Account record we will find via the Salesforce lookup field.



9. Click on the “pencil” icon to edit the field. Select the object and change the field label and other fields as needed.





10. Drag and drop any other fields that are necessary for your Contact record creation.



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 “Account” from the available Salesforce Object list and click “Save”.



15. Select your Account Lookup field under the “Update based on lookup” section. This will ensure to update an existing Account record in Salesforce. When added save record settings.



16. Map all the necessary Account record fields from your Formyoula form to the Salesforce fields.



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



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



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



20. Select your Contact Select field under the “Update based on lookup” section. This will ensure to update an existing Contact record in Salesforce. When added save record settings.



21. Map your Salesforce lookup field to the Account ID field. This will ensure to link the new or existing Contact record to the Existing Account record.



22. Map all other necessary Contact record fields from your Formyoula form to the Salesforce fields.



23. When done, go to your Formyoula dashboard.



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



25. Select the newly created form.



26. Fill in both pages and submit the form.


  • Search for existing Account record with the lookup field. The form fields will be auto populated and ready for update.



  • Now you will be able to select and update a Contact record from the Salesforce Select list based on the Account record found via the lookup field.



  • Or create a new Contact record by filling in the fields.



27. Now, when you open Salesforce, you will be able to see the newly created or updated Contact record that will be linked to an existing Account record of your choice.





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


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