When you push form entries to a Salesforce Object, you can also push records associated with the entry to a related list. For example, a call can be added to a related list associated with a contact.
While adding entries to a Related List associated with a Salesforce Object, you can choose to trigger certain actions.
Attachment: This option pushes attachments associated with each form entry to Salesforce. The following attachments can be pushed from Zoho Forms to Salesforce:
If you choose PDFs in approval process, the PDF template sent to the respondent along with the Final Approval Email will be pushed to Salesforce as an attachment.
Upsert Record: This option lets you update existing records in Salesforce with the new values. If a record with identical upsert value exists in Salesforce, then it will be updated with the new values. If not, a new record will be created in Salesforce.
Assignment Rules: This option triggers the Assignment Rules configured in Salesforce while adding the related lists.
To do this, you must configure assignment rules in Salesforce under Feature Settings > Service > Case Assignment Rules. All the rules configured will be displayed in the drop-down. You can select the rule to be triggered while adding entries to the Related Lists.
Approvals: This option pushes the records to an Approval list in Salesforce. You can manually Approve or Reject the pushed entries under Approval Requests in Salesforce.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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.