Tip:New and improved content available! The topic Set Up a Salesforce Data Destination replaces this article.
- Set up the Data Destination
- Custom Object Fields
- Update Query
- Destination Response Output
- Testing and Troubleshooting
The Salesforce Custom Object Data Destination creates or updates records in Salesforce when mobile forms are submitted. The Custom Object destination can also be used with any Standard Object in Salesforce, including objects in Field Service Lightning.
Note: ProntoForms currently supports Salesforce API version 42 for this data destination. Salesforce does not currently support sending data from repeatable sections.
|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.|
Create the data destination, selecting Salesforce Custom Object Data Destination as the type.
- Name the destination.
- Manually link existing forms to the destination.
- Optionally set up filter rules. The data destination will only create/update records when these conditions are met.
- Connect the destination to Salesforce. Use an existing connection, or set up a new Salesforce Connection.
4. Custom Object Fields
Enter the API Name of the custom object. Read here for details on how to locate this in Salesforce.
Send data to the object's standard or custom fields.
- Salesforce API Name: Enter the API name of the standard or custom field
(This can be found through the "Describe Salesforce Object" button in ProntoForms).
- Value Expression: Use Data Record Expression Language (DREL) to reference data in form submissions using the question label.
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:
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:
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.
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.
Choose which image, audio, file, and signature attachments to send to Salesforce.
- Locate the attachment (photo, signature, audio, or file attachment) type question in the form builder and find the unique ID.
- Navigate to or create a Salesforce Custom Object data destination, and then select the Attachments tab.
- 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.
- By default, new records will be created in Salesforce when the destination executes.
- Optionally set up the data destination to update existing records.
- If you wish to write form data to existing custom objects, you must match a custom object field name with the corresponding field value in the form.
- For example:
This shows that the form submission data will always be written to an existing Salesforce Custom Object containing the "Customer Selection" value in the "Name" field in Salesforce.
Destination Response Outputs
Destination response outputs allow users to make sequential requests, typically to create parent-child relationships when creating records. For example, a user might want to create a record in a first destination, and have destination response outputs pass the ID for that record to the next destination to add an appropriate attachment to it.
Click here for more information: Destination Response Output
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.