Tip:New and improved content available! The topic Set Up a Salesforce Data Destination replaces this article.

• About
• Set up the Data Destination
  • Standard Fields
  • Custom Fields
• Name/Forms
• Filtering
• Connection
• Attachments
• Update Query
• Linking Documents to Salesforce Destinations
• Destination Response Output
• Testing and Troubleshooting

 

 

About

The Salesforce Case Data Destination creates or updates cases in Salesforce when mobile forms are submitted.  Case information is completed based on answers provided in forms. Combine with other Salesforce data destinations to perform other actions (like updating an account) with the data from a single form submission.

Note: ProntoForms currently supports Salesforce API version 24 for this data destination.

Organizations of all sizes use the Salesforce platform to manage customer relationships and power their business in the cloud. Looking for two-way integration?  Read more about the ways ProntoForms can connect to Salesforce.

Set up the Data Destination

Create the data destination, selecting Salesforce Case Data Destination as the type.

1.  Name/Forms

• Name the destination.
• Select "auto-link" to link any forms you create in the future.
• Manually link existing forms to the destination.

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2.  Filtering

• Optionally set up filter rules.  The data destination will only create/update a record when these conditions are met.

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3.  Connection

• Connect the destination to Salesforce.  Use an existing connection, or set up a new Salesforce Connection.

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4. Case Fields

Standard Fields

Provide values for the standard case fields.  Use Data Record Expression Language (DREL) to reference data in form submissions.

• Enter %a[Unique ID] to use the answer to a question. Read more about finding unique IDs here.
• Enter %u[name] to use the submitter's name.  
• Enter %d to use the submission date or %t to use the submission time.
• Optionally combine DREL with static text.
• Not all fields need a value.  Fill out the fields you need data for, and any fields required in Salesforce.

Custom Fields

Send data to the object's custom fields.

• Salesforce API Name:  Enter the API name of the custom field (found through the "Describe Salesforce Object" button).  
• Value Expression:  Use Data Record Expression Language (DREL) to reference data in form submissions.   

Populate the Geolocation Custom Field

The Salesforce Geolocation custom field is a compound field made up of latitude and longitude. To use a Data Destination to populate a Salesforce Geolocation field, you need to include a DREL expression for each sub-field.

• Reference the location where a user submitted a form:

  • %g[coordinates.latitude]

  • %g[coordinates.longitude]

  Info: To populate a Geolocation field with the location where a user submitted a form, you need to enable the Collect geo location setting on your form. The topic Configure Form Settings in the Form Builder describes how to configure the Geo location setting.

• Reference a location that a user submitted as the answer to a Geo location question:

  • %a[UniqueID][coordinates.latitude]

  • %a[UniqueID][coordinates.longitude]

The following example shows a Data Destination configured to populate Geolocation fields based on the location where a user submitted a form.

Make sure to use the correct Salesforce API name for the Geolocation sub-fields in your org. To find your org's API name, select Describe Salesforce Object as shown in the following example.

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5. Attachments

Documents and images collected in ProntoForms can be sent to Salesforce and attached to records.

Attachment Upload Location

This option affects both Documents sent through destinations, as well as any image, audio, or file attachments.  It controls which location they are stored in once added to a record. 

Depending on your Salesforce configuration and version, attachments on records may be stored in "Files" or "Notes & Attachments".   Choose the option that matches your current Salesforce setup. 


Attachments to Send
Choose which image, audio, file, and signature attachments to send to Salesforce.

1. Locate the attachment (photo, signature, audio, or file attachment) type question in the form builder and find the unique ID.
   
   
   
   
2. Navigate to or create a Salesforce Custom Object data destination, and then select the Attachments tab.
3. Enter the appropriate unique IDs into the Attachments to send field. Use commas to separate the unique IDs.
   
   

Note: These attachments are handled as defined on the Update Query tab, where you can choose to create new records or update existing records.

6.  Update Query

• By default, new records will be created in Salesforce when the destination executes. 
• Optionally set up the data destination to update existing records.  Read more here.  

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Link Documents to a Salesforce Data Destination

You can upload a document of a form submission sent to a Salesforce data destination as an attachment to the record being created or updated. This allows you to maintain a full record of your data in the document format your customer or office sees. For more information on documents, please read: The Data Destination Tab - Documents

 

You can attach any document type to the Salesforce Account, Lead, Contact, Case, and Custom Object data destinations in the following places:

• Form Builder
• Form Copy/Move
• Destination create/edit (When auto-link is enabled for forms)

When you submit a form, the selected document will appear in the "attachments" related list. In order for the "attachments" related list to show up, you must configure your Salesforce account to allow it. For information on how to do this, please read Salesforce's documentation on this: Modify a Page Layout.

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Destination Response Output

Destination response outputs allow users to make sequential requests to other systems, typically to create parent-child relationships in the data or objects you are creating in those systems. For example, a user might want to create an object in a first destination, and have destination response outputs pass the ID for that object to the next destination to add an appropriate attachment to it.

Click here for more information: Destination Response Output

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Testing and Troubleshooting Data Destinations

Test all data destinations before using them in production.  This is key to ensuring that ProntoForms data is received.  Please read the recommendations for testing and troubleshooting data destinations.

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