{"id":28222,"date":"2017-06-08T14:18:39","date_gmt":"2017-06-08T14:18:39","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=28222"},"modified":"2022-08-26T07:37:51","modified_gmt":"2022-08-26T07:37:51","slug":"related-objects","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/related-objects\/","title":{"rendered":"[AppExchange \u2013 123FormBuilder] Related Objects"},"content":{"rendered":"<p style=\"font-size: 14px\">Each Salesforce primary object can relate with one or more child objects. What does this mean? It means that in Salesforce, you have the possibility to see the records sent to the primary object and additionally receive other information related to those records.<\/p>\n<p>Let\u2019s take an example and say that you want to create records in an Account object within Salesforce. First, you will map the Salesforce fields with the form fields for the primary object, which in this case is Account.<\/p>\n<p>Then, add one or more related objects that will be in relation to the main one (in this example we added an <b>Attachment<\/b> object which will send a file to the lead).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFrelatedobject2.png\" alt=\"Primary Related Objects\" width=\"856\" height=\"363\"><\/p>\n<p style=\"font-size: 14px\">To add a related object click the <b>Show more<\/b> icon next to the previous object listing.<\/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=\"Related Object\" width=\"950\" height=\"434\"><\/p>\n<p style=\"font-size: 14px\">Finally, apply the needed configuration in terms of fields association to the related object:<\/p>\n<p style=\"font-size: 14px\">1. Choose an object from the dropdown (the objects displayed in the dropdown menu of the second object are changing depending on which is the primary object that you selected).<\/p>\n<p style=\"font-size: 14px\">2. Choose an action to be triggered after submit (create records, or update existing records).<\/p>\n<p style=\"font-size: 14px\">3. Map the Salesforce fields with the form fields.<\/p>\n<p style=\"font-size: 14px\">4. Click Save.<\/p>\n<p style=\"font-size: 14px\"><b>Important! <\/b>If you activate the main mapping but not the secondary one, records will be created only for the primary object (in this case Account). Related child objects will send the data to Salesforce only when their parent object is enabled.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Each Salesforce primary object can relate with one or more child objects. What does this mean? It means that in Salesforce, you have the possibility to see the records sent to the primary object and additionally receive other information related to those records. Let\u2019s take an example and say that you want to create records [&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-28222","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 | Related Objects<\/title>\n<meta name=\"description\" content=\"Create related objects with the 123FormBuilder app and receive data related with primary records in your Salesforce account.\" \/>\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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