Record Customer Site Visit on Salesforce
To start go to your Formyoula Dashboard - https://app.formyoula.com/dashboard and click "New Form".
Rename your form, we will use "Site Visit".
Add at least one page to your form. We will add one called "Details" and click the "+" button to create it.
Drag and drop required fields. First we will drag and drop a "Graphic" field from the "Media" section.
Click on the "Pencil" button to edit the field. Upload you company's logo or banner. Change the "Width %" and the "Graphic Position" as needed.
Drag and drop a "Salesforce Lookup" field from the "Salesforce" section.
Click on the "pencil" button to edit the field. Change the "Label" as it will be displayed on the form when searching for the Account and select the object you need to attach this lookup to, in this case we will rename the label as "Find Account" and will attach it to the Salesforce "Account" object.
Drag and drop a "Text" field from the "Input" section. Click on the "Pencil" button to edit the field. We will rename the label as "Visit Details". This will be used to capture details about the visit.
Drag and drop a "Multi Select" field from the "Select" section.
Click on the "Pencil" button to edit the field. We will rename the label as "Product Interest" and will enter the values that will match the Salesforce multi select field's values in the "Select Options" section.
Drag and drop another "Text" field from the "Input" section. Click on the "Pencil" button to edit the field. We will rename the label as "Next Steps". This will be used to capture information for the next steps with the client.
When finished, click the "Save & Close" button.
Now we need to create a Salesforce connection. Click "Add" under the connection column.
Select Salesforce from the available connections list and click "Create Connection".
We will create this connection to attach the form to the "Site Visit" custom object on Salesforce. Select "Site Visit" from the "Salesforce Object" list and click "Save".
Now we need to map our Formyoula fields to the Salesforce "Site Visit" fields. First we will map our "Find Account" Lookup field to the "Account" object on Salesforce, this will ensure that the form will create a "Site Visit" record that will be attached to an existing Account, when both are selected click "Create Map".
Next we will map the Formyoula "Visit Details" field to the Salesforce "Visit Details" field.
Formyoula "Product Interest" field to the Salesforce "Product Interest" field.
And the Formyoula "Next Steps" field to the Salesforce "Next Steps" field.
Check if the mappings are correct.
Go back to the Formyoula Dashboard when done.
On the Formyoula Dashboard, click the "Try" button to launch the Mobile Web App.
Select the newly created form.
Fill in the form and click "Submit" button when done.
Now when you open Salesforce you will be able to see the new "Site Visit" record under your custom object and attached to an existing Account.
If you have any questions, please email Support@Formyoula.com.