Create a Salesforce Event Record Linked To Multiple Contacts

In this guide, we will demonstrate how to relate multiple Contacts to a newly created Event record. 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.




First, please go to your Salesforce setup page and enable the “Allow Users to Relate Multiple Contacts to Tasks and Events” option in the Activity Settings.





1. Please go to Formyoula.com and click “Sign In”.


2. Please create a new form “New Form”.


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


4. Forms can have multiple pages. We will leave one with the standard name “Details”.

 

5. Please drag & drop a Salesforce Lookup field on the form. We will use this to search for existing Account record that the Event will be linked to.

 

6. Next, please drag & drop all the necessary fields for the Event record creation. In this case, we will use a Subject, Start & End Date/Time fields.

 

7. Please drag & drop 3 Hidden fields on the form with the following labels and field values. This will be necessary for the Event Relation connection page mappings.

  • Is Parent     -     true

  • Is Invitee     -     false

  • Is What       -     false


8. Please drag & drop a Repeat Group and a Salesforce Lookup field inside it for the Contact Object.



9. Once done, please save and close the form.


10. Now please create a new Salesforce connection for the Event Object with the necessary field mappings.


11. Next, please create another Salesforce connection for the Event Relation Object. Here we will enable the “Use Repeat Group” option first which will allow us to relate multiple Contacts to the Event record.


12. Please map all the fields including:

  • [New Event Record ID (Seq 1)] - Eventi ID

  • - Salesforce Lookup (Contact)  -  Relation ID


13. Once done, please go to your Formyoula dashboard.


14. Please click on the “Try” button next to the form. This will open the mobile web app.


15. Please select the newly created form.


16. Please fill in the form and click “Submit” when done.


17. Now, when you open Salesforce you will be able to see the newly created Event record that is linked to multiple Contacts:

 

 

 

 

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


Salesforce

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  2. Lead Capture With Business Card
  3. Create Salesforce Event with Multiple Attendees
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  5. Testing Formyoula In Your Salesforce Sandbox
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  7. Lookups for Salesforce Orders and Contracts
  8. Salesforce Record Select List
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  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. Autonumber new Salesforce records with a unique Formyoula entry ID
  20. New Contact Creation and Attachment to Campaign as a Campaign Member
  21. Override Select List Options With Salesforce IDs
  22. Updating existing records in Salesforce with Lookups
  23. Salesforce Record Type Switching With Workflow Rules
  24. Record Customer Site Visit on Salesforce
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  26. Conditional Salesforce Record Creation
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  28. Displaying Additional Salesforce Information for Lookup & Select Fields
  29. Send Email After Each Form Entry is Captured
  30. Record & Display Images in Salesforce
  31. Record & Display Signatures in Salesforce
  32. Record Voice Files in Salesforce
  33. Formyoula Integration With Salesforce Chatter
  34. Add Salesforce Users to Your Formyoula Account
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  36. Create a Workflow Rule that will pre-fill information from a related object
  37. Prefill form fields from Salesforce using URL merge parameters
  38. Capture Photos, Signatures And Sketches Offline
  39. Create Multiple Related Salesforce Records Using a Single Form
  40. Create Time Based Workflow Rule To Retry Failed Formyoula Files
  41. Create, Update and Find Records on Salesforce
  42. Online and Offline Salesforce Lookup Search
  43. Filter Salesforce Records Based on Formyoula User Email
  44. Store Formyoula form entries directly in your Salesforce organization
  45. Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files
  46. Create a Salesforce Event Record Linked To Multiple Contacts
  47. Create Custom Lookup Search Result Fields
  48. Sign In As Another Formyoula User
  49. Setup Single Sign-On (SSO) with Formyoula and Salesforce
  50. Formyoula and Salesforce User Refresh Token Management
  51. Passing secure and sensitive data in a Formyoula URL using AES encryption
  52. Add PDF Attachments to Files or Notes & Attachments on Salesforce

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