Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Followup Task

In this guide, we will demonstrate how to convert a Lead record into an Account and Contact records and also create an Opportunity and a Follow Up Task with a single Formyoula form entry. All of the records will be linked to the 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. First we will drag and drop a Salesforce Lookup field. This will be used to search for an existing Lead records in your Salesforce organization. Please click on the “pencil” icon to edit the field.



5. Please drag and drop a select field on your form. This will be used to convert the Lead record after the form submission. Please enter the Lead Status pick-list values from Salesforce Lead object.


6. Next we will drag and drop all other necessary fields for the Lead record. These fields will be reused for the Account and Contact records.



7. [Optional] Please drag and drop a check-box field on your form. We will use this field to show/hide the Opportunity fields based on the user's selection.



8. Please drag and drop all the necessary fields for the Opportunity record. For the select field, please enter the exact same field values as in your Salesforce picklist field.



9. For all the Opportunity object fields, please add the controlling setup, so that these fields are dependant on the “New Opportunity?” checkbox. Please see this guide that explains the field dependancy setup - http://support.formyoula.com/knowledgebase/articles/401099-conditional-fields



10. [Optional] Please drag and drop another check-box field. We will use this field to show/hide the Task fields based on the user's selection.



11. Please drag and drop all the necessary fields for the Task record.



12. For all the Task object fields, please add the controlling setup, so that these fields are dependant on the “Follow Up Task?” checkbox.



13. When all the fields are added please “Save & Close” your form.



14. 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.



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



16. Select “Lead” from the available Salesforce Object list and click “Save”.



17. First, please select your Lead Salesforce lookup field under the “Update based on lookup”. This will be used to update the Lead record instead of creating a new one. Also, please see this guide that explains how to pre-fill your form fields with information from Salesforce - http://support.formyoula.com/knowledgebase/articles/404713-pre-fill-formyoula-forms-with-salesforce-informati



18. Next, please select the matching fields in both mapping sections and click “Create Map”.



19. When done, please go back to the connections page.



20. Next we will create a Salesforce Account record connection. We will reuse the Company field for the Account Name.



21. Next we will create a Salesforce Contact record connection. We will reuse the First Name, Last Name and Email fields for the Contact record. Also, we will map the [New Account Record ID (Seq 2)] field to the Account ID field in Salesforce. This will ensure to link the new Contact record to the new Account record.



22. [Optional] Next we will create a Salesforce Opportunity record connection. Please map all the necessary fields for the Opportunity record. And also, please map the [New Account Record ID (Seq 2)] field to the Account ID field in Salesforce. This will ensure to link the new Opportunity record to the new Account record.




23. [Optional] And for the last we will create a Salesforce Task record connection. Please map all the necessary fields for the Task record. And also, please map the [New Account Record ID (Seq 2)] field to the Related To ID 9 WhatId ) field in Salesforce. This will ensure to link the new Task record to the new Account record. And the [New Contact Record ID (Seq 3)] field to the Name ID (WhoId) field in Salesforce. This will ensure to link the new Task record to the new Contact record.



24. When all the connections are created, please go to your Formyoula dashboard and click on the “Try” button to open the mobile web app.



25. Select the newly created form.



26. Use the Salesforce lookup field to search for existing Lead records in your Salesforce. The form will automatically populate the Lead record fields on the form. Change the Lead Status to “Closed - Converted”. And if necessary, add details for the Opportunity and Task record creation by clicking on the check-boxes. Once done, please submit the form entry.



27. Now in Salesforce, the Lead record status will be changed to “Converted - Closed”. Also, a new Account, Contact, Opportunity and Task records will be created and linked together.







For any questions, please contact us - 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

Feedback and Knowledge Base