Salesforce
- Overview Overview of Formcrafts' Salesforce integration
- Create records Workflow to create a new record in Salesforce.
- Create multiple records Create multiple Salesforce records from a table entry field in Formcrafts.
- Update records Workflow to create or update a record in Salesforce based on lookup conditions
- Related records Workflow to lookup a related record in Salesforce based on lookup conditions
- Dynamic picklists Create dynamic picklists that fetch data from Salesforce
- Dynamic checkboxes Create dynamic multiple choice fields that fetch options from Salesforce in real-time.
- Dynamic tables Create dynamic picklists that fetch data from Salesforce
- Attach files Workflow to attach files to Salesforce records.
- Create PDFs Workflow to create a PDF and attach it to a Salesforce record.
- Form prefill Learn how to prefill your form with Salesforce data
- Experience Cloud Embed Learn how to embed your form in Salesforce Experience Cloud
- Record Page Embed Learn how to embed a Formcrafts form on a Salesforce record page using links, Visualforce, or Lightning components