[123 Form Builder – AppExchange] App Introduction
123 Form Builder is a form building app that allows you to build any type of forms, surveys, or lead generation forms. Its main purpose is to create and update records in Salesforce, but we integrate with Salesforce in various other ways.
Under the Salesforce integration tab, you’ll find two options:
1. Object mapping, has the purpose of creating or updating Salesforce records when a form is submitted. To map form fields with Salesforce fields, head over to the Object Mapping icon from the sidebar menu.
From the dropdown menu select the object where you want to send the data
Associate Salesforce fields (the fields where the records from the form will appear) with form fields.
Choose an action. The actions refer to creating new records in Salesforce or updating existing ones.
When the customization is ready, save the changes and then enable the mapping.
You can add more than one object where to send the information the form is completed with.
2. In case an error occurs, you can set an email address where this error will be sent under the Settings gear icon.
Important!
The records will be registered in Salesforce up to 5 minutes after an entry is submitted.
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Frequently Asked Questions
Here is a list of the most frequently asked questions. For more FAQs, please browse through the FAQs page.