FormCrafts has a powerful integration with Salesforce that allows you to read and write data in ways that works with your business process. Let's see what you can do with FormCrafts and Salesforce.
You can create forms in FormCrafts that will create new records in Salesforce, or update existing records. You can also create and update related records.
Always create a new record
- Create (if)
Create a new record if one doesn't already exist
- Create or Update
Create a new record if one doesn't already exist, or update the record if it exists
- Update (if)
Update the record, if it exists
Simply lookup a record, and store it's Id as a reference to be used later on
You can use FormCrafts' built-in conditional logic module to trigger record creation only when certain conditions are meet.
Example, you can trigger a Contact record update only when the user has checked the Update my details field in the form.
You can prefill / pre-populate form fields from any record in Salesforce.
You can, for example, include a record ID in the form link and then configure the prefill feature to populate the form with that record.
Another example: you have a dropdown field in your form which lists certain records. If the user selects a record from that list you can populate the form with that record.
Dropdowns in FormCrafts can be linked to records in Salesforce. You could create a dropdown that says, Select Account. You could configure this dropdown to pull the latest list of Accounts from Salesforce.
Dynamic picklists have other feature too:
- Add filters
You can add filters so only certain records are included (Example, only include Accounts that contain the string "Group").
Picklists are searchable.
- Field groups
Options within a picklist can be grouped. (Example, group all Accounts based on Account Type).
- No limit
There is no limit on the maximum option count.
Using multiple features together
The above features play well together.
Dynamic picklists + prefill fields
You could create a Select Account field in your form which lists all the Accounts in your Salesforce organization. When a user selects an account from this list you could populate the form with that record. You could then use the record creation feature to update this record with new information when the form is submitted.
Dynamic picklists + conditional logic
You could create a Select Contact to Update field in your form which lists all Contacts with the type New. You could also have a checkbox field that says, My contact is not listed.
You can use conditional logic to create a new contact record only when this field has been checked.