[AppExchange – 123FormBuilder] How to update records in Salesforce?

When you use the Update all existing records option under Action to perform, you first have to select a lookup field. This means that the application will search in that Salesforce field for a specific record that is already registered. If the value from the lookup field matches with a previous entry, the record will be updated.

update records

Important Note!

After you select a lookup field, make sure that you map that Salesforce field with a form field below.

The final step is to decide what to do if no match is found:

Create new record – It means that a new entry will be registered if the new record doesn’t match with a previous one.

Skip entry – If there is no entry matching with a Salesforce record, no record will be updated and no new record will be created.

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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 for more information. 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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