Popular Articles

  1. Salesforce Error: Cannot specify ID in an insert call

    Error Create Account - Cannot specify ID in an insert call There are two possibilities for this error.  Both Resolutions are listed below. This issue is caused by using a URL to prefill the Account ID of the first repeatable section and expec...
  2. Style an Individual Element

    Please Note: Our Support Team is unable to assist in writing or editing custom code. Overview With the latest version of the Theme Builder, you can style the entire form.  However, custom code will be required to update specific elements in your...
  3. Workflow Step - Send an Email

    Introduction The Email Step allows you to send emails to a manually entered email address, or to email addresses collected in form responses above this step in the Workflow Builder Map. This step combines the  Auto-Responder and Email Notification...
  4. Object Alias

    Learn about the Salesforce Object Alias
  5. Create a New Salesforce Record

    Learn how to create a new Salesforce record from a form submission
  6. Editing Tools

    Undo/Redo To undo or redo your last action, there are Undo and Redo buttons in the top-right corner next to the Save button. Copy or Move Existing Content To copy an existing field, click on the field, and then select copy this field f...
  7. Data Retention - Purge Settings and Logs

    Learn how to purge response data from the admin dashboard
  8. Connector Options & Triggers

    Learn about Salesforce Connector trigger options
  9. Workflow Step - Conditional Ruleset

    Introduction The Conditional Step allows you to conditionally route your workflow to one or more paths based on one or more rules. You can even customize the conditional logic for these rules!  To add this step to your workflow, click the " Add ...
  10. Create a Secure Salesforce API User

    Learn about configuring Salesforce API users
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