Form assembly salesforce lookup relationship

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form assembly salesforce lookup relationship

Learn about the Salesforce Import Tool. to keep this tool simple, the Import Tool does not try to handle record relationships (like master/detail or lookup). To create a prefilling lookup like this, begin in the Salesforce Prefill You can map the account ID to a hidden field in the form, that way the user will not have to . If you want to use the contact's last name for the lookup, and your Salesforce Nonprofit Where %%tfa_2%% is the field that you ask for your user's last name.

Step by Step You can begin this process by selecting to Update an object, and then selecting the type of object you would like to update.

In the lookup area that appears, choose the Salesforce field that you want to match values to, and designate the value to be looked up in Salesforce. You can choose from a number of search parameters, such as equals.

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As with mapping a field, select where the value is found: Lastly, choose what you would like the connector to do, depending how many matches are found. In the example above: If the connector finds No Match it will create a new record instead of updating a record. If the connector finds One Match it will update that record.

If the connector finds Multiple Matches, it will create a new record instead.

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You also have the option here to update the most recently modified record, or to log an error. Navigating the Salesforce Submit Connector When working with the Salesforce Submit Connector there are a few features to keep in mind that can help make your process easier. Collapsing Connector Steps If you find yourself working with multiple objects in your connector, it may be helpful to collapse certain steps that you are not working with currently in order to free up space on your screen.

This can be done by clicking the small triangle next to each connector step. To re-expand the step, simply click the triangle again. Adding a Comment At times it can be helpful to add a comment to a step in a connector. This could be a short summary on the purpose of the step, a reminder note yourself about the mappings, or anything you would like to make note of. To add a comment to a step in the connector, hover your mouse over the triangle drop down menu next to "Edit" and click "Add a Comment.

Aside from a user typing in their Salesforce account ID, there are two ways to successfully lookup an account object: If you are unfamiliar with the basics of prefilling, including unsafe query parameters, you should start by watching our class on the Salesforce Prefill Connector.

Use a Related Object In Salesforce, any contact object that is associated with an account object will have that account name and ID stored within it. Because of this, we say that the two objects are related. If we have a user's contact information, such as their email or last name, we can use that to lookup their contact record and then use that contact record to lookup their account, as long as the two are related.

form assembly salesforce lookup relationship

This process allows you to prefill information from a user's account record, even though the user might not know their account ID or any type of identifying information from their account. To create a prefilling lookup like this, begin in the Salesforce Prefill Connector by adding a contact lookup. We will be using an email lookup for this example, with an unsafe query parameter of "email. At the very least, you will need to map the Account ID in this step so that the connector is pulling in that information.

You can map the account ID to a hidden field in the form, that way the user will not have to interact with it, but it can be stored for later use.

form assembly salesforce lookup relationship

Next, you're ready to add your account lookup. This can be dependent on the first lookup or created as a separate object, either will work in this scenario. For the lookup, set Account ID equal to a value from above: If you're not seeing the Contact. AccountID value as an option, that means it was not mapped in the contact lookup above You can now finish configuring your connector by mapping any account fields that you would like to prefill.

When you're finished, make sure you save the connector Once your connector has been configured, your users can access the prefilled form by a login page or by a customized prefilling link, both of which are explained in detail in our class on the Salesforce Prefill Connector Send a Customized Link to your Users If your Salesforce contacts do not know their account ID, and you want to prefill account record information, the only other solution is to send them a customized link that contains their account ID.

This is best done through a dynamic prefilling link that is created in your Salesforce email templates. If you are not a Premier or Enterprise user, you can still use this option for prefilling a form as it does not necessarily need to be run through the Salesforce Prefill Connector.