[AppExchange – 123FormBuilder] Layouts

There are different layouts that can be set for each object in Salesforce. The integration within 123FormBuilder allows you to select a layout that exists in Salesforce, then the fields present in that layout will be displayed in the integration for you to associate them.

For example, let’ say you want to send form data to your Accounts object in Salesforce which has a Buyer layout with specific fields. When you set up the Account object in the integration, you’ll see the Layouts section that allows you to choose Buyer and will load its fields.

Finally, associate the Salesforce fields with the form fields and save the changes.

Bianca Nicolae
Bianca Nicolae
Bianca is a Business Analyst at CaptainForm. She identifies and implements strategies for product growth through data analysis and creative thinking.

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