How to Create a New Record using Salesforce Forms
In this tutorial we will learn how to create a simple lead generation form in FormCrafts that will create a new Contact record in Salesforce.
Create a new form
On your FormCrafts dashboard click on New Form. This will open a popup dialog where you can choose to start from a scratch, select a template, or duplicate an existing form. For this tutorial we would select Blank Form. On the next screen enter the form name and press Enter.
We now have to add fields to our form. Using the Add Field button on the top-right corner of the screen add the following fields to your form:
- A one line input field. Label this one What is your first name?
- Another one line input field. Label this one What is your last name?
- An email field. Label this one What is your email?
At this point our form would look like this:
Connect to Salesforce
Next click on the Salesforce icon on the top-left corner of the screen, and click on Connect an organization. This will open a popup where you can authorize your Salesforce account.
Now click on the Records tab. Here click on Add Action. Where it says (select object) pick Contact. Effective our action is: Create a new Contact in Salesforce when someone submits the form.
We have added an action which will create a new contact in Salesforce when someone submits our form. However, for this to work we also have to map our form fields to their respective Salesforce counterpart.
Click on (select) and select the What is your first name? field. Next click on (Salesforce field) and select First Name. Now click on Add. We will map the other form fields in this manner. Our field mapping should then look like this:
That was the last step. You can now click on Preview (top-right corner) and fill out the form and hit submit. This will create a new contact in your Salesforce account in real-time.