With a FormAssembly Web form, you can configure the Salesforce connector to create any Salesforce object, including a custom object. In the video below, we will go through the authentication of the connector to Salesforce, how to configure an object to be created and mapping fields to show in Salesforce. We will also look at the end results within Salesforce.

Play (3m 21s)

Using FormAssembly’s Salesforce connector, this video demonstrates how to authenticate a Web form’s connector to Salesforce, configure the connector to lookup and update an existing record in any Salesforce Object, including a custom object, and also how to map the fields to Salesforce. Once configured, we test the connector a view the end results in Salesforce.

Play (4m 16s)

Adding a dependent object can help organize your data and the relationships between objects. This video also demonstrates how to attach files and notes as objects and reference them from other objects from an upload field on your Web form.

Play (2m 21s)