Building a Form for Salesforce Video 39:18This video is for users who are new to integrating Salesforce with FormAssembly and it will walk you through the best practices in creating a form that will send data to Salesforce. In the video, we cover:
- Text Fields
- Send-As Values
- Tips for Getting Started
The Salesforce Checkbox
A Salesforce checkbox is a field which can only be checked or unchecked. When configuring your Salesforce Submit Connector, it is best to use the send-as values of a "1" or "TRUE" to check the box and a "0" or "FALSE" to leave it unchecked.
If you are using the Salesforce Prefill Connector you will see the option of choosing "Checked" or "Unchecked" for the mapping of any Salesforce checkbox field. Let's say you are mapping a Salesforce checkbox field to a FormAssembly checkbox field, and you want the FormAssembly checkbox to be checked any time the Salesforce checkbox is checked. To do this, you would select "Checked" from the dropdown menu in the Salesforce Prefill Connector:
For both the Submit and Prefill Salesforce Connectors, if you are connecting a FormAssembly checkbox field to a Salesforce checkbox field, you will need to individually map each FormAssembly field to a unique checkbox field in Salesforce. You can learn more about checkboxes and individual mapping in our video on Building a Form for Salesforce.
When configuring field mappings for a FormAssembly multiple choice field (i.e. radio buttons, dropdown menus, lists, and checkboxes) you will need to define send-as values in your connector. The send-as values are the pieces of information that the connector will send over to Salesforce.
Oftentimes, these send-as values can be record IDs that represent pre-defined values that you have established in Salesforce. You can also learn more about send-as values in our video on Building a Form for Salesforce.
When mapping from a multiple choice field in FormAssembly to Salesforce, it is often easiest to use Salesforce's Picklist or Multi-Select Picklist field types.
Use Salesforce's Multi-Select Picklists for FormAssembly's checkbox and list questions. Use Salesforce's Picklists for FormAssembly's radio buttons and menu questions.
When you are configuring the connector, you can choose to carry alternative values into Salesforce, such as abbreviations or Record IDs. As mentioned above, we call this the Send-As Value.
When sending a form's multi-select picklist values to SFDC, they should be separated by semi-colons. Finally, you can learn more about picklists in our video on Building a Form for Salesforce.
If you ever make changes to field types on the Salesforce side, and need to remap fields in your connector, it is always best to refresh your Salesforce schema before remapping. This can be done at the top of the connector by clicking Go to... → Get new Salesforce objects
Editing Field Mappings
To edit a field mapping that you have already created, simply hover your mouse over the field in the connector and the Edit Mapping button will appear.