Updating existing records in Salesforce with Lookups

When adding lookup fields to your Formyoula forms you can use the record that was retrieved using the lookup search to update the entry in Salesforce.

Add a lookup field to your form. We will use an Opportunity lookup that will be used to update an existing opportunity in Salesforce.



Save your form and go to your form connections.



Create or open your existing Salesforce connection.



Scroll down to the "Salesforce Record Settings".



Select the lookup field you would like to use in the "Update based on lookup" select list.


Whenever the lookup field will be filled in on your form the mapping fields on the connection will be used to update the existing record in Salesforce.

For any questions please email Support@Formyoula.com

 

Salesforce

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  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 Lookup Auto Sync
  10. Salesforce Child Record Auto-Fill Using Repeat Groups
  11. Adding Salesforce Lookup Fields to Your Mobile Forms
  12. Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Followup Task
  13. Salesforce Select Element for Record Assignments in the Field
  14. Salesforce Select Child Record Filter
  15. Offline Event Registration
  16. Add Users To Campaigns During Events
  17. Display Images and Signatures in Salesforce
  18. Set Record Types with Hidden fields
  19. Pre-fill Formyoula forms with Salesforce Information
  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
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  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
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  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
  49. Sign In As Another Formyoula User
  50. Setup Single Sign-On (SSO) with Formyoula and Salesforce
  51. Formyoula and Salesforce User Refresh Token Management
  52. Passing secure and sensitive data in a Formyoula URL using AES encryption
  53. Add PDF Attachments to Files or Notes & Attachments on Salesforce

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