How to set up custom fields for SalesForce?

You can associate Salesforce custom fields with the fields in your form. Follow the simple steps below:

  1. Create the custom fields in your SalesForce account. Watch SalesForce’s video tutorial on how to create SalesForce custom fields.
  2. Go to your 123FormBuilder account and enable the SalesForce integration in the Settings3rd Party Apps section.
  3. Click on the Customize button and scroll to the bottom of the lightbox that shows up. Tick the checkbox that says I want to use custom fields. All your SalesForce custom fields will appear below, on the left side.

    custom fields salesforce for forms

  4. Use the drop down lists on the right to associate your form fields with the SalesForce custom fields on the left.
  5. Click the Save button and that’s it.

Note: Custom fields are not the same with custom objects. A custom object can include one or more custom fields, but a custom object cannot be associated with a form field in the 123FormBuilder – Salesforce application settings.

4 Comments

  1. Simon says:

    Is there a way to have contact form fields populated picklist fields for Slaesforce? More generally, What are the restrictions in terms of Salesforce field types that can be used? I don’t see Date Fields, checkboxes, lookups, or picklists showing up on in the custom fields section of the 3rd party app for SalesForce

  2. John says:

    I have created a form in 123 contact and I used checkbox for some of the fields. I am trying to map those over to a form in a lead form in salesforce. Is this possible and if so how do I go about doing it. I have tried several times but its not working.

    • Hello John!

      I don’t think it would be possible to do that, but you could use our 123FormBuilder – SalesForce integration to directly create leads or contacts in your SalesForce account. Just follow our documentation here to learn more about how to enable the integration and map the fields you need. You could even use one of our free form templates, such as this sales lead form.

      If you have further questions or need assistance, please do not hesitate to contact our support specialists at support@123formbuilder.com or via our contact form.

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