Knowledge Base

You might need to create records in your Salesforce account only if some conditions are met in terms of form fields content. For example, if a form field specified by you is not filled in by a user, no record should be created in Salesforce.

It applies to other conditions as well, like creating a record only if a certain field is empty. Here, you have to choose which field should not be completed:

Or send data only if an exact option is selected either from a Single choice field or a Multiple choice field:

Just make sure you select the condition based on which the data will be sent to Salesforce and you’re all set!

With the prefill functionality, you can pre-populate form fields based on a lookup keyword entered in a predefined link. There are two parts to complete:

1. The first one is the lookup configuration. Go to the Lookup tab and select the Salesforce object where you want to search for the information (we will take Contact as an example).

Next, add a filter (this filter is in fact the information the search will be made by). You can filter the records by any field. We recommend using the Contact (record) ID value. From the dropdown select the Request Value option. In the input box type in the variable name. Then, select from what Salesforce fields the information should be retrieved.

2. Now we will move to the next part, prefilling the form. Therefore, head over to the Form Prefilling tab. Here you have to choose the lookup you’ve just created. No triggers are needed and the data should load when the form is loaded. Afterward, map the Salesforce fields with the form fields where you want to have the information loaded.

Don’t forget to apply the changes. You will find the link below to the associated fields.

As you can see, the variable value entered before at point 1, appears in your prefill link.

Instead of your_value, you need to replace it with the contact ID (the filter used). Use the generated prefill link to share the form from Salesforce and replace your_value with the Salesforce merge field ContactID.

With the 123FormBuilder package installed in your Salesforce environment, you’ll have the possibility to push form data into Salesforce objects, update existing records, prefill form fields in real-time and benefit from many other functionalities.

To start, you’ll have to visit the AppExchange listing. Search for 123FormBuilder and hit the Get It Now button.

Next, choose the appropriate environment for you to install the package.

When the installation is completed, you should see the package installed in the Apps section of your Salesforce account. A few more steps are mandatory for a 123FormBuilder account to be created and connected to your Salesforce environment.

When you select 123FormBuilder from your list of apps, you’ll be redirected to a page where you’ll be asked to select the server where the data will be stored. You can choose between the EU and US servers.

The 123FormBuilder account that is created is a trial one and you’ll have access to all Enterprise features for 15 days. During the trial period, you can upgrade to one of the available plans by clicking on the trial indicator that you’ll see across the sections.

If your trial expired and didn’t get to chance to upgrade to one of the available plans, you can contact us at salesforce[at]123formbuilder.com.

Each Salesforce primary object can relate with one or more child objects. What does this mean? It means that in Salesforce, you have the possibility to see the records sent to the primary object and additionally receive other information related to those records.

Let’s take an example and say that you want to create records in an Account object within Salesforce. First, you will map the Salesforce fields with the form fields for the primary object, which in this case is Account.

Then, add one or more related objects that will be in relation to the main one (in this example we added an Attachment object which will send a file to the lead).

To add a related object click the Show more icon next to the previous object listing.

Finally, apply the needed configuration in terms of fields association to the related object:

1. Choose an object from the dropdown (the objects displayed in the dropdown menu of the second object are changing depending on which is the primary object that you selected).

2. Choose an action to be triggered after submit (create records, or update existing records).

3. Map the Salesforce fields with the form fields.

4. Click Save.

Important! If you activate the main mapping but not the secondary one, records will be created only for the primary object (in this case Account). Related child objects will send the data to Salesforce only when their parent object is enabled.

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.

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.

If you want to send the information to different objects, save your first object mapping. Next, click on Add primary object and apply again the configuration accordingly. You can add as many objects as you need.

In order to add a related object, click the Show more icon and choose to Add related object from the dropdown menu.

Finally, don’t forget to save your work and enable the mapping.

123FormBuilder is a form-building app that allows you to build any type of form, survey, or lead generation form. Its main purpose is to create and update records in Salesforce, but we integrate with Salesforce in various other ways.

Under the Salesforce integration tab, you’ll find the following sections:

• Object Mapping
• Form Prefilling
• Lookup
• Query
• Settings

1. Object Mapping

Object mapping has the purpose of creating or updating Salesforce records when a form is submitted. To map 123FormBuilder fields with Salesforce fields, head over to the Object Mapping icon from the sidebar menu.

Click on the Add primary object button and from the dropdown menu select the object where you want to send the data.

Afterward, associate Salesforce fields (the fields where the records from the form will appear) with form fields.

Choose an action. The actions refer to creating new records in Salesforce or updating existing ones.

When the customization is ready, save the changes and then enable the mapping.

You can add more than one object where to send the information the form is completed with.

2. Form Prefilling

With the prefill functionality, you can pre-populate form fields based on a lookup keyword entered in a predefined link.

Check this article for instructions on how to set up this feature.

3. Lookup

By using a Lookup field, you can search specific information within a Salesforce object and return the content of a field, a record ID, or an account ID in another object.

Find more details on how to use Lookup fields in this article.

4. Query

You can add queries to your online forms to search in your organization’s Salesforce data for specific information. Queries are more advanced lookups to pull data from Salesforce and are useful if you need to establish multiple filters.

In our Salesforce Queries article, you can find more details about queries, as well as a few examples.

5. Settings

In case an error occurs, you can set an email address where this error will be sent under the Settings gear icon.

Related articles

• Salesforce Installation
• How to map form fields with Salesforce fields?
• Related Objects
• How to create records in standard Salesforce objects?
• How to create records in custom Salesforce objects?

In Settings, you will find the error handling options. When an error occurs, you will receive an email with the respective error. The email address set by default is the one associated with your account. However, you can change the existing address to another one.

The custom objects you create in Salesforce will appear in the Salesforce integration section of your form, under the Custom objects category, in the searchable dropdown menu. To create new records in Salesforce, select the custom object where the form data should be saved.

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

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

In order to add a related object to a primary object, click the Show more icon. From the dropdown, select Add related object.

Finally, don’t forget to save your work and enable the mapping to start creating new records.

With 123FormBuilder, creating a contact form with reCAPTCHA verification is easy. Start by creating your contact form from blank or use our contact form template. If you’re new to our form builder, please follow our guide on how to create a contact form.

Now that you have created your contact form, it’s time to enable the reCAPTCHA functionality. You can do so by returning to the Form Editor and clicking the verification box at the bottom of the form. Afterward, hover on the right side of the page and select the option reCAPTCHA from the dropdown menu.

You don’t need to worry about finding a save button. All changes within the Form Editor are automatically saved, so once you have selected the option to use reCAPTCHA on your contact form, that’s it.

From this point on you can safely publish your contact form with the reCAPTCHA verification box located on the bottom of the form. Your respondents will just need to click the checkbox to successfully send their submissions and your contact form will be safe from spambots.

That’s how easy it is to create a contact form with reCAPTCHA verification.

Related articles

• What is Smart Captcha?

This integration has been deprecated.

If you encounter login problems or other similar issues while trying to use our web form builder, you’ll need to enable third-party cookies in your web browser. This is done easily by following the steps below for the web browser that you use.

How to enable third-party cookies in Google Chrome

1. Navigate to your Settings from the three-dot menu located on the top right.

2. Select Privacy and security from the left-side menu.

3. Click on Cookies and other site data.

4. Select the option Allow all cookies.

How to enable third-party cookies in Mozilla Firefox

1. Click Open Application Menu, the three-dot menu located on the top right.

2. Go to Settings.

3. In Privacy & Security, select the Standard radio button.

How to enable third-party cookies in Internet Explorer

1. Click the gear icon from the top-right menu.

2. Select Internet options.

3. Hit the Privacy tab.

4. Click the Advanced button.

5. Under Third-Party Cookies select Accept.

6. Make sure both columns have the option to allow cookies enabled.

7. Exit the popups by pressing OK.

How to enable third-party cookies in Microsoft Edge

1. Go to Settings from the three-dot menu located on the top right.

2. Select Cookies and site permissions.

3. Click on Manage and delete cookies and site data.

4. Enable the option Allow sites to save and read cookie data.

5. Make sure to disable the option Block third-party cookies.

How to enable third-party cookies in Safari

1. Go to Settings.

2. Hit Preferences.

3. Select the Privacy tab.

4. Deselect the checkbox before the Prevent cross-site tracking option.

5. Deselect the checkbox before the Block all cookies option.

How to enable third-party cookies in Opera

1. Select the Easy setup icon located on the top right.

2. At the bottom click on Go to full browser settings.

3. Collapse the Advanced menu.

4. Choose the Privacy & security section and hit Cookies and other site data.

5. Select the option Allow all cookies.

Related articles

• How to clear the cache and cookies in your browser

If you receive the error message “The SMTP information you have provided is incorrect” or anything similar, while trying to activate the SMTP feature on your web form, check if your credentials are correct.

Do you use Gmail? If the issue persists, it could mean that Google blocks the connection. To prevent this from happening, access the form builder, and go to the Security settings of your Google account. Scroll down to Less secure app access and click on Turn on access. Also, make sure that you do not have the Google 2-Step Verification option enabled.

If you are using Yahoo Mail, you’ll need to add your App Password to activate SMTP on your form. This is different from the password used to log in to your Yahoo Mail account.

To generate the App Password, go to your Yahoo account settings and select the Account Security tab. Scroll down to find the App Password section and click on Generate app password.

A popup will appear on the screen. Select the blue Get started button to move forward. Next, you’ll need to give your app a name so you can better recognize it and the service it represents. Once you’re done, click on Generate password and copy the app password into the SMTP options of your form.

Related articles

• Setting up SMTP with 2-Step Verification On