This topic differentiates between different types of Salesforce Data Destinations. You can choose between the different Data Destinations when you want to update or create new Salesforce records with data from submitted forms. You can also configure multiple Data Destinations, such as Account and Case, to create or update records with data from the same submitted form.
Types of Salesforce Data Destinations
There are six types of Salesforce Data Destinations in ProntoForms, as described in the following table.
|Type of Salesforce Data Destination||Description|
|These four types use preconfigured, standard Field Labels to make it easier to configure the Data Destinations in ProntoForms. You can also map data to Salesforce Custom Fields.|
|Salesforce Standard, Custom, or Big Object|
This type doesn’t provide any preconfigured Field Labels. You must enter the API names of the Salesforce Object and Fields manually.
Tip:The ProntoForms Describe Salesforce Object functionality shows you a list of API names for the Salesforce Fields in your Object.
|Salesforce Apex REST|
A Salesforce Apex REST Data Destination enables the interaction between ProntoForms and a Salesforce or Apex Rest API endpoint. With a Salesforce Apex REST Data Destination, you can fully utilize the data collected in ProntoForms for custom actions in your Salesforce org.
All Salesforce Data Destinations—except the Salesforce Apex REST Data Destination—have the following configuration options:
Destination Basics—to name the Destination, disable the Destination, or automatically link the Destination to new forms
Filtering—to apply conditions that determine if ProntoForms sends data to the Destination
Fields—to push specific form data to specific fields in Salesforce
Attachments—to send images, audio, or other files
Update Query—to apply conditions for updating an existing record in Salesforce
Response Configuration—to store response outputs from Salesforce—such as record IDs—for creating multiple records sequentially