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.



    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








                                    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