{"id":43784,"date":"2022-08-26T10:12:35","date_gmt":"2022-08-26T10:12:35","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=43784"},"modified":"2023-09-22T08:58:20","modified_gmt":"2023-09-22T08:58:20","slug":"appexchange-123formbuilder-data-sources-in-object-mapping","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/appexchange-123formbuilder-data-sources-in-object-mapping\/","title":{"rendered":"[AppExchange \u2013 123FormBuilder] Data sources in Object Mapping"},"content":{"rendered":"\n<p>The Object Mapping section allows you to automatically send data to Salesforce when a form is submitted, based on a previously defined setup.&nbsp;<\/p>\n\n\n\n<p>When an object is added, all of your Salesforce fields are available to be used in the mapping. For each Salesforce field from the left, you can choose, on the right side, the form fields that have a validation matching the Salesforce data type, as well as a few other sources for the data.<\/p>\n\n\n\n<p>In this article we will explain which other data sources can be used in a mapping:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom values (with\/without form fields as variables);<\/li>\n\n\n\n<li>Alternative values (for picklist fields);<\/li>\n\n\n\n<li>Salesforce values (for picklist fields);<\/li>\n\n\n\n<li>Lookup &amp; Query result (Salesforce values which can be looked up\/queried in advance);<\/li>\n\n\n\n<li>Lookup Relationship (record IDs of other mapped objects).<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-custom-values\">Custom values<\/h2>\n\n\n\n<p>Custom values are a great way to send to SF fields a predefined text, a description or user input from multiple form fields. By clicking the plus sign you can add multiple field variables.<\/p>\n\n\n\n<p>An example would be sending the date and time field into a single SF field.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/staticresources123.s3.us-west-2.amazonaws.com\/docs\/objectMapping1.png\" alt=\"\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-alternative-values\">Alternative values<\/h2>\n\n\n\n<p>This option is available only for choice fields and allows sending a specific value that is different from what\u2019s selected on the form.<\/p>\n\n\n\n<p>E.g.: The choices on the form will list the Products as &#8220;GenWatt 100kW, GenWatt 300kW, GenWatt 200kW&#8221;, but in Salesforce the Products are listed as &#8220;GC3020, GC5020, GC1040&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/staticresources123.s3.us-west-2.amazonaws.com\/docs\/objectMapping2.png\" alt=\"\" style=\"width:846px;height:627px\" width=\"846\" height=\"627\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-salesforce-values\">Salesforce values<\/h2>\n\n\n\n<p>This option is available for picklists and will list the values which exist in Salesforce.<\/p>\n\n\n\n<p>Use this data source when the same value needs to be sent for all submissions and the value doesn\u2019t depend on what the form visitors choose on the form.&nbsp;<\/p>\n\n\n\n<p>Examples:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Status = &#8220;New&#8221; for any Ticket created via the form or<\/li>\n\n\n\n<li>Account Type = &#8220;Prospect&#8221; for all accounts created via the form, etc.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/staticresources123.s3.us-west-2.amazonaws.com\/docs\/objectMapping3.png\" alt=\"\" \/><\/figure>\n\n\n\n<p>&nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-lookup-or-query-results\">Lookup or Query results<\/h2>\n\n\n\n<p>The returned values from lookups and queries can be used in the object mappings.<\/p>\n\n\n\n<p>This requires setting up a <a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/lookup-fields\/\">Lookup<\/a> or <a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/appexchange-123-form-builder-salesforce-queries\/\">Query<\/a> prior to the mapping.<\/p>\n\n\n\n<p>E.g.: Imagine sending to Account a value from the Contact object. Let&#8217;s say we want to send contact Name to the Primary contact field of an Account (as text, not as lookup, in this example).<\/p>\n\n\n\n<p>First step is setting up the Contact lookup to get the contact name based on a filter. You can add multiple filters by clicking on <em>Add new filter<\/em> button. <\/p>\n\n\n\n<p><strong>Note: <\/strong>currently the AND\/OR logic operators are exclusive -&gt; if AND operator is chosen, all the logic operators between the filters are set to AND. If you change one logic operator to OR, all of them will be changed to OR automatically. We are currently working on bringing improvements to this area by allowing you to set up multiple filters with AND and OR logic operators combined.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/Screenshot-2023-09-22-at-11.52.12.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"482\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/Screenshot-2023-09-22-at-11.52.12-1024x482.png\" alt=\"Filters in lookup\" class=\"wp-image-47022\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/Screenshot-2023-09-22-at-11.52.12-1024x482.png 1024w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/Screenshot-2023-09-22-at-11.52.12-300x141.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/Screenshot-2023-09-22-at-11.52.12-768x361.png 768w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/Screenshot-2023-09-22-at-11.52.12.png 1165w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>Then, the last step is to create the Account mapping and use the lookup result for the Primary contact:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/staticresources123.s3.us-west-2.amazonaws.com\/docs\/objectMapping5.png\" alt=\"\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-lookup-relationship\">Lookup relationship<\/h2>\n\n\n\n<p>This option makes it possible to easily relate records from different objects that are created via the same submission.<\/p>\n\n\n\n<p>E.g.: Let&#8217;s take this scenario &#8211; when the form is submitted, based on the setup, it will create an Account, a Contact and a Case. We want the Case to be related to the Contact and the Account. <\/p>\n\n\n\n<p>To achieve this, we go to the Case mapping \u2192 search for the Contact ID\/Account ID SF field \u2192 map it to Lookup Relationship \u2192 choose the Contact\/Account:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/staticresources123.s3.us-west-2.amazonaws.com\/docs\/objectMapping6.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>In <strong>Lookup relationship<\/strong>, you can identify the object mapping you want to use by the object mapping name that you&#8217;ve given to that object mapping. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/image-113.png\"><img loading=\"lazy\" decoding=\"async\" width=\"894\" height=\"482\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/image-113.png\" alt=\"\" class=\"wp-image-47024\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/image-113.png 894w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/image-113-300x162.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/09\/image-113-768x414.png 768w\" sizes=\"auto, (max-width: 894px) 100vw, 894px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Was this useful?<\/p>\n\n\n\n<p>Learn more from related articles:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<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>\n\n\n\n<li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/related-objects\/\">Related Objects<\/a><\/li>\n\n\n\n<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>\n\n\n\n<li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/123formbuilder-send-data-based-on-conditional-rules\/\">Send Data Based On Conditional Rules<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Object Mapping section allows you to automatically send data to Salesforce when a form is submitted, based on a previously defined setup.&nbsp; When an object is added, all of your Salesforce fields are available to be used in the mapping. For each Salesforce field from the left, you can choose, on the right side, [&hellip;]<\/p>\n","protected":false},"author":67,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[134],"tags":[220,219,217,218],"class_list":["post-43784","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-123formbuilder-appexchange","tag-data-sent-to-salesforce","tag-map-salesforce-fields-to-data-sources","tag-push-data-to-salesforce","tag-salesforce-object-mapping"],"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>[AppExchange \u2013 123FormBuilder] Data sources in Object Mapping<\/title>\n<meta name=\"description\" content=\"For any Salesforce field you can choose to map fields from the form, or use one of the many alternative data sources available:\" \/>\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\/appexchange-123formbuilder-data-sources-in-object-mapping\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[AppExchange \u2013 123FormBuilder] Data sources in Object Mapping\" \/>\n<meta property=\"og:description\" content=\"For any Salesforce field you can choose to map fields from the form, or use one of the many alternative data sources available:\" \/>\n<meta property=\"og:url\" content=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/appexchange-123formbuilder-data-sources-in-object-mapping\/\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Knowledge Base\" \/>\n<meta property=\"article:published_time\" 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