{"id":28013,"date":"2017-05-31T11:40:02","date_gmt":"2017-05-31T11:40:02","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=28013"},"modified":"2022-08-26T07:38:16","modified_gmt":"2022-08-26T07:38:16","slug":"123formbuilder-app-introduction","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/123formbuilder-app-introduction\/","title":{"rendered":"[AppExchange \u2013 123FormBuilder] App Introduction"},"content":{"rendered":"\n<p>123FormBuilder is a <a href=\"\/\">form-building app<\/a> that allows you to build any type of form, survey, or lead generation form. Its main purpose is to create and update records in Salesforce, but we integrate with Salesforce in various other ways.<\/p>\n\n\n\n<p>Under the Salesforce integration tab, you\u2019ll find the following sections:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Object Mapping<\/li><li>Form Prefilling<\/li><li>Lookup<\/li><li>Query<\/li><li>Settings<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-object-mapping\">1. Object Mapping<\/h2>\n\n\n\n<p>Object mapping has the purpose of creating or updating Salesforce records when a form is submitted. To map 123FormBuilder fields with Salesforce fields, head over to the <b>Object Mapping<\/b> icon from the sidebar menu.<\/p>\n\n\n\n<p>Click on the <b>Add primary object<\/b> button and from the dropdown menu select the object where you want to send the data.<\/p>\n\n\n\n<p>Afterward, associate Salesforce fields (the fields where the records from the form will appear) with form fields.<\/p>\n\n\n\n<p>Choose an action. The actions refer to creating new records in Salesforce or updating existing ones.<\/p>\n\n\n\n<p>When the customization is ready, save the changes and then enable the mapping.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/objectmapping2.gif\" alt=\"\" width=\"673\" height=\"582\"\/><\/figure><\/div>\n\n\n\n<p>You can add more than one object where to send the information the form is completed with.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFobjectmappinglist.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFobjectmappinglist.png\" alt=\"\" class=\"wp-image-42420\" width=\"717\" height=\"321\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFobjectmappinglist.png 827w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFobjectmappinglist-300x134.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFobjectmappinglist-768x344.png 768w\" sizes=\"auto, (max-width: 717px) 100vw, 717px\" \/><\/a><\/figure><\/div>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-form-prefilling\">2. Form Prefilling<\/h2>\n\n\n\n<p>With the prefill functionality, you can pre-populate form fields based on a lookup keyword entered in a predefined link.<\/p>\n\n\n\n<p>Check <a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/123formbuilder-prefill-form-fields\/\">this article<\/a> for instructions on how to set up this feature.<\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-lookup\">3. Lookup<\/h2>\n\n\n\n<p>By using a Lookup field, you can search specific information within a Salesforce object and return the content of a field, a record ID, or an account ID in another object.<\/p>\n\n\n\n<p>Find more details on how to use Lookup fields in <a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/lookup-fields\/\">this article<\/a>.<\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-query\">4. Query<\/h2>\n\n\n\n<p>You can add queries to your online forms to search in your organization\u2019s Salesforce data for specific information. Queries are more advanced lookups to pull data from Salesforce and are useful if you need to establish multiple filters.<\/p>\n\n\n\n<p>In our <a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/appexchange-123-form-builder-salesforce-queries\/\">Salesforce Queries<\/a> article, you can find more details about queries, as well as a few examples.<\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-settings\">5. Settings<\/h2>\n\n\n\n<p>In case an error occurs, you can set an email address where this error will be sent under the <b>Settings<\/b> gear icon.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFerrorhandling.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFerrorhandling.png\" alt=\"Salesforce settings\" class=\"wp-image-42421\" width=\"584\" height=\"506\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFerrorhandling.png 626w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFerrorhandling-300x260.png 300w\" sizes=\"auto, (max-width: 584px) 100vw, 584px\" \/><\/a><\/figure><\/div>\n\n\n\n<div class=\"warningBox\"><span style=\"font-size: 16px\"><p><b>Important Note <\/b><\/p>The records will be registered in Salesforce up to 5 minutes after an entry is submitted.<\/span><\/div>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<p><b>Related articles<\/b><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/123formbuilder-installation\/\">Salesforce Installation<\/a><\/li><li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-map-form-fields-with-salesforce-fields\/\">How to map form fields with Salesforce fields?<\/a><\/li><li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/related-objects\/\">Related Objects<\/a><\/li><li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-create-records-in-standard-salesforce-objects\/\">How to create records in standard Salesforce objects?<\/a><\/li><li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-create-records-in-custom-salesforce-objects\/\">How to create records in custom Salesforce objects?<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>123FormBuilder is a form-building app that allows you to build any type of form, survey, or lead generation form. Its main purpose is to create and update records in Salesforce, but we integrate with Salesforce in various other ways. Under the Salesforce integration tab, you\u2019ll find the following sections: Object Mapping Form Prefilling Lookup Query [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[134],"tags":[],"class_list":["post-28013","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-123formbuilder-appexchange"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>[123FormBuilder - AppExchange] App Introduction<\/title>\n<meta name=\"description\" content=\"The 123FormBuilder app is designed to allow Salesforce users receive records in their account, each time a form is submitted.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/123formbuilder-app-introduction\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[AppExchange \u2013 123FormBuilder] App Introduction\" \/>\n<meta property=\"og:description\" content=\"The 123FormBuilder app is designed to allow Salesforce users receive records in their account, each time a form is submitted.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/123formbuilder-app-introduction\/\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Knowledge Base\" \/>\n<meta property=\"article:published_time\" content=\"2017-05-31T11:40:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-08-26T07:38:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/objectmapping2.gif\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"[123FormBuilder - 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