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.

Notes
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 under CRM select 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.

Notes
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.