Adding a Salesforce Field to a Form | Zoho Creator Help

Adding 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.



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