{"id":28018,"date":"2017-05-31T11:41:09","date_gmt":"2017-05-31T11:41:09","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=28018"},"modified":"2022-08-26T07:38:02","modified_gmt":"2022-08-26T07:38:02","slug":"how-to-create-records-in-standard-salesforce-objects","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-create-records-in-standard-salesforce-objects\/","title":{"rendered":"[AppExchange \u2013 123FormBuilder] How to create records in standard Salesforce objects?"},"content":{"rendered":"<p style=\"font-size: 14px\">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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFstandardobject1.png\" alt=\"Standard object\" width=\"902\" height=\"379\"><\/p>\n<p style=\"font-size: 14px\">Then, map the Salesforce fields with the form fields. The Salesforce fields will load according to the object you select.<\/p>\n<p style=\"font-size: 14px\">By using the <b>Add new mapping<\/b> button, you can add how many fields you need.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFstandardobject2.png\" alt=\"Standard Objects\" width=\"857\" height=\"360\"><\/p>\n<p style=\"font-size: 14px\">If you want to send the information to different objects, save your first object mapping. Next, click on <b>Add primary object<\/b> and apply again the configuration accordingly. You can add as many objects as you need.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFstandardobject3.png\" width=\"958\" height=\"291\"><\/p>\n<p>In order to add a related object, click the <b>Show more<\/b> icon and choose to <b>Add related object<\/b> from the dropdown menu.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFrelatedobject.png\" alt=\"Add related object\" width=\"950\" height=\"434\"><\/p>\n<p style=\"font-size: 14px\">Finally, don\u2019t forget to save your work and enable the mapping.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFenablemapping.png\" alt=\"Enable mapping\" width=\"844\" height=\"275\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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. Then, map the Salesforce fields with the form fields. The Salesforce fields will load according [&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-28018","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>How to create records in standard Salesforce objects?<\/title>\n<meta name=\"description\" content=\"The 123FormBuilder app allows you to create records and send them to standard Salesforce objects 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\" 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