Requirement

Use Case

Prerequisites

Steps to Follow

Info: Datasource and connection are necessary for creating an integration form or integration field. If you already have them created, you can simply select the required datasource or connection. However, in the below steps, you will be creating a new datasource and connection while creating an integration form.

1. Create an integration form to add the customer details to Salesforce, with the name Customer Details, and click Add Datasource.
   
   
2. Click Add Connection in the pop-up to create a Salesforce connection.
   
   
3. Provide the details shown below and click Create and Authorize.
   
   You will be routed to the Add Datasource page.
4. Fill in the details as shown in the below image, then click Create.
   
   Upon successful creation, the form builder of your new integrated Customer Details Salesforce form will open.
5. Drag and drop the following Salesforce's contact modules fields from the left pane of the form builder into your form. You can also add other fields from your Salesforce Contacts module depending on your preference.
   This use case can be demonstrated using just the above-mentioned fields. You can include as many fields as required.

1.  

Form	Form Link Name	Field Link Name	Field Name
Customer Details	Customer_Details	firstname	First Name
		lastname	Last Name
		email	Email
		phone	Phone
		mailingstreet	Mailing Street
		mailingcity	Mailing City
		mailingcountry	Mailing Country
		mailingpostalcode	Mailing Zip/Postal Code

6. Create a form with the following details to collect orders from the customer.
   

1.  

Form	Form Link Name	Field Type	Field Name	Field Link Name
New Order	New_Order	Integration	Email	Email
		Decision Box	New Customer	New_Customer
		Name	Customer Name	Customer_Name
		Phone	Mobile	Mobile
		Address	Address	Address
		SubForm Single Line Number Currency	Orders List Product Quantity Total Cost	Orders_List Product Quantity Total_Cost
		Currency	Grand Total	Grand_Total

Note: While creating an integration field in the New Orders form, select the details as shown below. You can also select the same datasource which is selected while creating the integration form.
7. Create a workflow to execute on user input of the New Customer field in the New Order form with the details shown below. This workflow will open the Customer Details integration form in pop-up, if the New Customer decision box is selected.
   
   
8. Add the folowing code in the Deluge editor.
   
1. //When the New Customer decision box is selected, the OpenUrl task opens the Customer Details integration form in a pop-up.
   
2. if(New_Customer == true)
   
3. {
   
4. openUrl("#Form:Customer_Details","popup window","height=700,width=550");
   
5. }
9. Create another workflow to execute on user input of Email field in the New Order form with the details shown below. This workflow will fetch the customer details form the Salesforce and auto populate data in the respective fields.
   
   
10. Add the followingcode in the Deluge editor.