Salesforce Integration | Adding entries to Related Lists - Zoho Forms

Adding entries to Related Lists

Related Lists are records that are associated with the parent record. For example, a Lead in Salesforce can have Notes, Tasks, Calls, Events etc associated with it. These associated records are the Related Lists.

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.

Note: Before configuring the setup to push entries to a Related List associated with a Salesforce Object, you must first integrate your form to a Salesforce Object in the New Record tab.

Setup

To add entries to a Related List associated with a Salesforce Object,
  1. Navigate to the Integrations tab and click Salesforce
  2. Click the Related List tab.
  3. Pick the Related Object associated with the Primary Object  selected while adding a New Record.
  4. Select the Record Type.
  5. Map all the mandatory Salesforce fields to the corresponding Zoho Forms fields.
  6. To map more fields, click  + Add Fields.
  7. Select the actions that you wish to trigger while pushing entries to Related Lists.
  8. Click Integrate.

    Adding entries to Related Lists - Integration Setup

Trigger actions while sending entries to Related Lists

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:

  • Signatures
  • File upload/ Image Upload field attachments
  • PDF of form submissions
    You can choose to push the Default Template, Custom Template(s), PDFs sent in form submission workflows, and PDFs sent in approval process as attachments to Salesforce.
    • If you choose PDFs in form submission workflows, the PDF template sent to the respondent after submitting the form (for example, the PDF downloaded from the Thank You page, or any PDF sent via email notification) will be pushed to Salesforce as an attachment. 
    • 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.

 
Note : Only the fields with External ID property enabled in Salesforce can be used to upsert a record.

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.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        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


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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 Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Adding a Related List

                                                                                                                          Related Lists are records that are associated with the parent record. For example, a Deal has Notes, Tasks, Events, and calls associated with it. These associated records are Related Lists. When you push form submissions to Bigin from Zoho Forms, you ...
                                                                                                                        • Adding entries to a related list

                                                                                                                          Table of Contents Overview Adding entries to a Related List while pushing a New Record to Zoho CRM Adding entries to a Related List associated with an existing record in Zoho CRM Distribute Pre-filled forms from Zoho CRM Trigger Actions in Zoho CRM ...
                                                                                                                        • Salesforce Integration

                                                                                                                          Table of Contents Overview Integration Setup Supported Field Types Add Input Manually while mapping fields Trigger Actions while pushing form entries Set Alert on Integration Failure Overview With the Zoho Forms and Salesforce integration, you can ...
                                                                                                                        • Zoho Recruit Integration

                                                                                                                          Table of Contents Integration Setup Supported Field Types Trigger Actions in Zoho Recruit Set Alert on Integration Failure If you are using Zoho Recruit as the recruitment portal for your organization and looking to automate the collection and ...
                                                                                                                        • Google Calendar Integration

                                                                                                                          By integrating Zoho Forms with Google Calendar, you can schedule meetings and events, and manage guests in your calendar. With this integration, you can push form entries as events to your Google Calendar and associate guests with the calendar ...
                                                                                                                          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