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 .

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 ​

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.


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