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

Standards objects are known in Salesforce as Lead, Account, Opportunity, Case, Task, Campaign, Event, Document, Note, and Attachment. To create new records in Salesforce, select a standard object listed in the searchable dropdown menu, where the entries should be saved.

Standard object

Then, map the Salesforce fields with the form fields. The Salesforce fields will load according to the object you select.

By using the Add new mapping button, you can add how many fields you need.

Standard Objects

If you want to send the information to different objects, save your first object mapping. Next, click on Add primary object and apply again the configuration accordingly. You can add as many objects as you need.

In order to add a related object, click the Show more icon and choose to Add related object from the dropdown menu.

Add related object

Finally, don’t forget to save your work and enable the mapping.

Enable mapping

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Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
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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