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Create, Update and Find Records on Salesforce

Create New Salesforce Records


You can create a new record on Salesforce by simply creating a Formyoula form and connecting it to your Salesforce object. Please see this step-by-step guide that explains how to create a new Lead record on Salesforce - http://support.formyoula.com/knowledgebase/articles/387503-create-a-salesforce-form



Update Existing Salesforce Records


You can update an existing record on Salesforce by using Formyoula Lookup field. Please see this guide that explains how to setup a Lookup field to update records on Salesforce - http://support.formyoula.com/knowledgebase/articles/438765-updating-existing-records-in-salesforce-with-looku



Find Existing Salesforce Records


You can find existing Salesforce records using Formyoula Lookup field. Please see this guide that explains how to add Lookup field to your mobile form - http://support.formyoula.com/knowledgebase/articles/417456-adding-salesforce-lookup-fields-to-your-mobile-for




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

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