I'm trying to get a form linked to an event inside of account but not having any success. I can get the form to log as an event but I can't get it to recognize the "related to" field. Any suggestions?
If I understand your form right, you want to be able to be able to set the: WhatId Opportunity/Account ID field in your Event object to point to an Account record.
The value you need for the accountID can be either placed fixed (if all Events should start out linked to the same Account) in which case you will set your Source Field to static and put the SF reference ID (looks like 01r700000006PQ9 , etc) for that account in the Source Value.
If you are wanting it to be dynamic then you'll have to go through a slightly more complicated process I'd be happy to describe.
IN order to get the lookup id for Account/Opportunity ID, you need to set the source field to lookup, and then map account name to a salesforce account object. I've done this in your connector as an example: http://app.formassembly.com/connector_salesforce/setup/17129
Your event object seems now to be successfully sent to SF, but I'm not sure it's being associated with the right Account object. You may need to change the Account Name field to an upsert key to be able to make this association stick (a limitation in the API).
can anyone share their best practice to get a form to save inside an account? I'm open to placing it anywhere....in the notes & attachment section or the events section..or creating a new spot.