Understand forms for Salesforce modules | Zoho Creator Help

Understand forms for Salesforce

You can create forms for the modules in your Salesforce account. The data your users submit through these forms is directly added to the selected module. This eliminates the need to write scripts to integrate with the modules in your Salesforce account and enables your users to seamlessly add data to them.

Creating forms for Salesforce modules

  • Currently, you can create forms for the following modules in Salesforce - ContactLeadAccountProductCampaignSolution, and CaseLearn how
  • You can create one form per module
  • Currently, you cannot create forms for the custom modules in your Salesforce account

Connecting with your Salesforce account

  • To create a form for a module in your Salesforce account, you must establish a connection. You may either use any of the Salesforce connections added in your Account Settings > Connections page, or add one while creating the form.
  • The credentials you establish to connect with Salesforce will determine what value will be stored in the Created By system field

Features and capabilities

When you're collaborating with users in an app, it is not enough to just enable them to submit data. You need to ensure that the data they are submitting is valud. Zoho Creator offers a wide range of options which you can use to define what happens, right from the moment a user accesses a form in your app, to what happens after a user submits the form.

Building the form and managing the fields

When you create a form for a module, the module's mandatory fields are automatically added to the form. For example, if you create a form for the Lead module, the Last NameLead Status, and Company fields will be added automatically. You will not be allowed to delete these fields from the form as they are mandatory in Salesforce.

The field palette displays all the fields present in the selected module. You can add to your form the required fields, and rearrange them in the required order. Learn about the form builder for a Salesforce module.

Controlling form entries

You may use the following provisions to control and restrict the entries your users submit through your form:

On successful form submission

  • You can show your users a message
  • You can enable your users to receive an email notification that can include the data they submitted
  • You can redirect your users to a website or a component (form, report, or page) in your app

Customizing form's appearance

You can customize your form's appearance using the following:

Viewing the submitted data

You can create list reports for the modules in your Salesforce account. This allows your users to view the CRM data without having to access your Salesforce account.

Miscellaneous

  • The Role hierarchy will not be applicable for the integrations forms. So anyone who has access to integration report will have access to all the data irrespective of their role. For eg: If a user has 'View' permission then they can view all the data.
  • The Delete option will not be available for the integration report records.
  • The connection for the integration form with the external service will be only through the admin's Salesforce account.

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