[123FormBuilder – AppExchange] How to create records in standard Salesforce objects?

Standards objects are known in Salesforce as: Lead, Account, Opportunity, Case, Task, Campaign, Event, Document, Note and Attachment. To create new records in Salesforce, select a standard object listed in the searchable dropdown menu, where the entries should be saved.

Salesforce-StandardObjects

Then, map the Salesforce fields with the form fields. The Salesforce fields will load according to the object you select. By using the Add new mapping button, you can add how many fields you need.

Salesforce-Mapping

If you want to send the information to different objects, just add another primary object and apply again the configuration accordingly. You can add as many objects you need.

Salesforce-AddNewObject

Finally, don’t forget to click the Apply Changes button to save your work and enable the mapping.

Bianca Nicolae
Bianca Nicolae
Bianca is a Business Analyst at 123FormBuilder. She identifies and implements strategies for product growth through data analysis and creative thinking.

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