Add a Salesforce Field to a Form | Zoho Creator Help

Add Salesforce field

Add a Salesforce field to a form

Prerequisite : The Application Programming Interface (API) feature must be enabled for your Salesforce organization.
  1. Open the form builder.
  2. Add an integration field to the form. (Refer to this  page  to see how to add a field to a form)
  3. Select  Salesforce  in the drop-down next to  Service .

  4. Select the required choice from the drop-down next to  Connection . (All the Salesforce connections added in your Zoho Creator account will be displayed here)
    • If you select the choice  Add New Connection , Zoho Creator will display the following prompt. Refer to steps 5-8 in this  page  to learn how to add a new Salesforce connection. 
  5. Select the required  Module . If the API feature is not enabled for your Salesforce organization, Zoho Creator will display the following prompt:

  6. Select the required  Field , then click  Done .

Once you add a Salesforce field, the selected connection, module, and field will appear in the  Field Properties > Appearance  section on the right. You will be able to switch to any other Salesforce connections added in your Zoho Creator account, by selecting the required one from the drop-down next to  Connection.



    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Add Zoho Recruit field

                                                                                                                Add a Zoho Recruit field to a form Open the form builder. Add an integration field to the form. (Refer to this page to see how to add a field to a form) Select Zoho Recruit in the drop-down next to Service . Select the required Module and Field , ...
                                                                                                              • Add Zoho CRM field

                                                                                                                Add a Zoho CRM field to a form Open the form builder. Add an integration field to the form. (Refer to this page to see how to add a field to a form) Select Zoho CRM in the drop-down next to Service : Select the required Module and Field , then click ...
                                                                                                              • Add Zoho Projects field

                                                                                                                Add a Zoho Projects field to a form Open the form builder. Add an integration field to the form. (Refer to this page to see how to add a field to a form) Select Zoho Projects in the drop-down next to Service. If there are no datasources added, click ...
                                                                                                              • Add QuickBooks field

                                                                                                                Add a QuickBooks field to a form Open the form builder. Add an integration field to the form. (Refer to this page to see how to add a field to a form) Select Quickbooks in the dropdown next to Service . Select the required choice from the dropdown ...
                                                                                                              • Understand Integration Field

                                                                                                                The Integration field enables your users to look up data that's stored in an external service — another Zoho app or third-party SaaS. The field features a dropdown menu that displays data from the selected service. It allows your users to select one ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources