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[123FormBuilder – AppExchange] Lookup fields

By using a lookup field, you can search a specific information within a Salesforce object and return the content of a field, a record ID or account ID in the other object. Let’s say these two objects are Accounts and Leads.

Step 1

1. First, go to the Lookup field section on the left menu and click Add Lookup field.

2. Select the Salesforce object where the search should be made to find a record (in this case the object will be Lead).

3. Give a name to your lookup, you might create more than one.

4. The lookup is based on an entry made on the form. So at this point, you have to add a filter and select the form field that will contain the word the search will be made by in Lead.

5. Select an operator

6. Find the form field entry in a specific Salesforce field.

7. Select the field that has to be returned in Accounts.

8. Save the settings.

Step 2

1. Go to the Object Mapping section and select the object where the field from Leads will be returned, in this case Account.

2. Select the Salesforce field where the data should be returned and match it with the lookup object you 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.
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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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