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Create or update records in Salesforce
Your mobile users out in the field can update customer and equipment information in a form and seamlessly push that data to Salesforce.
Organizations often create custom Salesforce objects and fields to store detailed data collected in the field by ProntoForms users:
Tip:You can show the ProntoForms custom object records in the context of related records for objects such as Account, Case, or Contact.
A single Salesforce Standard, Custom, or Big Object Data Destination pushes the data from submitted forms to multiple fields within an object.
The Salesforce Object Fields configuration maps specific form data to different Salesforce fields:
The Update Query configuration identifies the correct record to update in Salesforce by matching reference numbers in both systems:
You can set up multiple Data Destinations to route submitted form data to different Salesforce environments or objects. For example, you can use one Data Destination to send data from submitted Draft forms to a Sandbox environment, and another Data Destination to send submitted Active form data to a Salesforce Big Object.
Push data to Salesforce big objects
You have ten years of archived field history data stored in a Salesforce big object for audit and compliance purposes. You can configure a Salesforce Standard, Custom, or Big Object Data Destination to push data from your forms to the big object and maintain your audit trail.
Update a Salesforce path
You may have a Salesforce path to visually represent the stages required for working through a process. A Salesforce Data Destination can update the path with data from submitted forms. The integration works in the following way:
A Dropdown question mirrors the picklist that drives the path.
A Data Destination configuration maps the Dropdown question responses to the Salesforce picklist.
A ProntoForms mobile user responds to the Dropdown question and submits the form.
The Data Destination pushes the Dropdown question response to the Salesforce picklist.
The Salesforce path shows progression.
Note:The Update Query settings ensure that the system updates the path for the correct record.
Post notifications to Salesforce Chatter
Your technician completes a field inspection and submits the form. A Data Destination can send the form data to update a Chatter Feed Item with details of the inspection.
Info:The recipe Configure a Salesforce Apex REST Data Destination to post a Chatter Feed Item provides an example of the configuration in ProntoForms.