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[AppExchange – 123FormBuilder] How to create records in custom Salesforce objects?

The custom objects you create in Salesforce will appear in the Salesforce integration section of your form, under the Custom objects category, in the searchable dropdown menu. To create new records in Salesforce, select the custom object where the form data should be saved.

Salesforce custom object

Then, map the Salesforce fields with the form fields. The Salesforce fields will load according to the object you select. By clicking the Add new mapping button, you can add how many fields you need.

Salesforce add new mapping

If you want to send the information to different objects, just add another primary object and apply the configuration accordingly. You can add as many objects as you need.

Salesforce add primary object

In order to add a related object to a primary object, click the Show more icon. From the dropdown, select Add related object.

Salesforce add related object

Finally, don’t forget to save your work and enable the mapping to start creating new records.

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You can change the design of your form for more information. in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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