Salesforce integration | Trigger Actions - Zoho Forms

Trigger Actions while pushing form entries


While pushing a form entry to a Salesforce object, you can choose to perform certain actions:

Add Attachments

When you select this option, file attachments from Zoho Forms will be pushed to the mapped Salesforce object. The following attachments can be pushed from Forms to Salesforce:

  • Signatures
  • File upload/ Image Upload field attachments
  • PDF of form submissions 

Upsert a record

When you choose the  Upsert Record  option, 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

When you choose this option, Assignment Rules defined in Salesforce can be triggered when form entries are added to a Salesforce object.  To do this, you must configure assignment rules in Salesforce under  Feature Settings > Marketing > Lead Assignment Rules . All the rules configured for the selected Salesforce object will be displayed in the drop-down. You can select one rule to trigger upon every new form entry. 

Approvals

When you choose this option, form entries pushed to a Salesforce object will be sent for approval in Salesforce. To configure the approval process in Salesforce, go to  Process Automation > Approval Processes.


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