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[AppExchange – 123FormBuilder] How to map form fields with Salesforce fields?

To map form fields with Salesforce fields, make sure you are on the Object mapping section of your Salesforce integration. Then choose a Standard Object or a Custom Object from the searchable dropdown menu (this is where the records will be sent in Salesforce).

Salesforce object

For each Salesforce field, you will have on the right side only the form fields that have a validation matching the Salesforce data type.

Salesforce mapping

Important Note

You will also see that some of the Salesforce fields within specific objects are required. This doesn’t mean that the form fields have to also be required, however it is highly recommended to be mandatory to make sure the users will complete them. Otherwise, the data submitted won’t be sent to Salesforce.

Usually, the required fields are those that appear automatically when you choose an object. If you want to associate more fields, just click the Add new mapping button.

If you want to send form data to different objects just apply the same configuration accordingly. Map the Salesforce fields with their corresponding form fields and you’re all set!

Now you will receive the form data directly into your Salesforce account.

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6 comments

    1. Hello! A Likert scale field can indeed be mapped to a picklist field in Salesforce, but each question on the scale must be mapped individually. Each response option within the Likert scale will need to correspond to a specific picklist value in Salesforce. To assist you further, please send the form link to customercare@123formbuilder.com, and we’ll be happy to review it and provide additional guidance.

      Reply

    1. Hi Chris, a multiple-choice 123FB field needs to be mapped with a multipicklist field in SF. Have a lovely day!

      Reply

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