Video Tutorial 10:30
With a FormAssembly web form, you can configure the Salesforce Connector to create a Salesforce record for any object, including a custom object. In the video below, we go through the authentication of the connector to Salesforce, how to configure a record to be created, and mapping fields to show in Salesforce. We also look at the end results within Salesforce.
Select your First Object
The first time you enter the form's connector, you'll see a button to select your first object. Upon clicking the button, you'll be able to choose the kind of object you want to create, update, or lookup.
- First, select the type of object that you would like to create.
- After you have selected the object type, that object's required fields were automatically added to the object. You can now map these as well as additional fields.
Map your Fields
The required fields for each object are different, and are identified by an asterisk (*) in the list of Salesforce fields.
Navigating the Salesforce Submit Connector
When working with the Salesforce Submit Connector there are a few features to keep in mind that can help make your process easier.
Collapsing Connector Steps
If you find yourself working with multiple objects in your connector, it may be helpful to collapse certain steps that you are not working with currently in order to free up space on your screen.
This can be done by clicking the small triangle next to each connector step. To re-expand the step, simply click the triangle again.
Adding a Comment
At times it can be helpful to add a comment to a step in a connector. This could be a short summary on the purpose of the step, a reminder note yourself about the mappings, or anything you would like to make note of.
To add a comment to a step in the connector, hover your mouse over the triangle drop down menu next to "Edit" and click "Add a Comment."
You'll then be able to add a comment at the top of the connector step in order to document your setup. You can also choose to delete the comment later if you'd like to by clicking the Delete Comment button at the top right.
Copying an Object
You might also find it useful to make a copy of an object you have already created, so that you can use the mappings you have previously setup, rather than starting from scratch.
To do this, hover your mouse of the triangle dropdown menu next to "Edit" and select the "Copy Object" button. Once you click the button, a copy of the object will appear directly below the object you have just created. After you new object has been created, you can choose to Reorder Objects at the bottom of the connector if you would like to change the order of steps.
Removing an Object
If you ever need to remove an object in your connector, you can hover your mouse over the triangle dropdown menu next to the "Edit" button and select Remove Object.
Accessing the Connector Logs
The Connector Logs can be an incredibly helpful tool for troubleshooting errors and monitoring how your connector is functioning. These logs can be accessed from the "Go To..." dropdown menu at the top right of the connector. This article provides additional details on using and reading the connector log.
This link can also be used to view your Salesforce Objects, Get New Salesforce Objects (in case you've made any updates to your Salesforce records), view our documentation, and view the field aliases for the form.