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How to link subsequent objects in SalesForce?

You can add multiple instances of the SalesForce application, so that you can create as many objects as you want for the same submission. Also, the 123FormBuilder – Salesforce integration allows you to create an object and then attach it to a previous created one. Standard objects that can be attached to other objects are: Case, Opportunity and Attachment.

123FormBuilder SalesForce Case

Case can be attached to Contact and Account. In the customization lightbox, you’ll find the options Add case to a contact or Add case to an account.

123FormBuilder SalesForce Opportunity

Opportunity can be attached to Campaign and Account. You’ll find the options in the customization lightbox: Add opportunity to an account and Add opportunity to a campaign.

123FormBuilder SalesForce Attachment

Attachment can be attached to any of your custom and standard objects in SalesForce. In the customization lightbox, look for the Attach to dropdown. If you want to add Attachment to more than one object, you’ll need to add another instance of the SalesForce application to your online form.

In order for the objects to be linked successfully, it is necessary that one must provide at least one field that has the same value in both objects (ideally, the value in that field should also be unique. For example: Name and Email).

Related documentation:
How to collect form data in SalesForce?
How to map custom fields in SalesForce?
How to create custom objects in SalesForce through form submissions?
What is SalesForce Authentication Token?

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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.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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