Formyoula Integration With Salesforce Chatter

In this guide we will demonstrate how to create a new Chatter post in Salesforce using a Formyoula form. We will link the chatter posts to an 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. Drag and drop fields on your form. Add as many fields as you need.

5. First we will add a Salesforce lookup field. Click on the “pencil” icon and edit the field. In this case we will link our new chatter posts to Account record that will be selected using the lookup search.

[Optional] You can link the Chatter posts to any objects record in Salesforce by selecting the object from the lookup field drop-down list.

6. Next we will add a “TextArea” field that will be used for the Chatter post body.

7. When all the required fields are added “Save & Close” the form.

8. Next we will create a Salesforce connection for our form. 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.

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

10. Select “Feed Item” from the available Salesforce Object list and click “Save”.

11. Next we will map our Formyoula fields to the Salesforce fields. First we need to map our Salesforce lookup field to the Salesforce “Parent ID” field. This will ensure that the Chatter posts are linked to a  specific object record in Salesforce.

12. And Formyoula TextArea “Chatter Comment” field to the Salesforce Feed Item “Body” field.

13. When done, please click on the “Try Form >>” button.

14. Select the newly created form.

15. Fill in the form details. First, find an Account record that this chatter post will be linked to, fill in the chatter post message and submit the form.

16. Now in Salesforce you will be able to see the Chatter post that is linked to a specific Account record based on the selection during the form capture process.



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
  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. 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
  25. Salesforce From With Multiple Line Items Using Repeat Groups
  26. Conditional Salesforce Record Creation
  27. Update or Create a Contact and Attach to a New Campaign as a Campaign Member
  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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