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How to set up custom fields for Salesforce on 123FormBuilder?
You can associate Salesforce custom fields with the fields in your form. Follow the simple steps below:
1. Create the custom fields in your Salesforce account. Watch Salesforce’s video tutorial on how to create Salesforce custom fields.
2. Go to your form builder account on 123FormBuilder and enable the Salesforce integration in the Integrations section.
3. Click on the Customize button and scroll to the bottom of the lightbox that shows up. Tick the checkbox that says I want to use custom fields. All your custom fields will appear below, on the left side.
Use the drop-down lists on the right to associate your form fields with the Salesforce custom fields on the left.
Important Note! Custom fields are not the same as custom objects. A custom object can include one or more custom fields, but a custom object cannot be associated with a form field in the 123FormBuilder – Salesforce application settings.
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Frequently Asked Questions
Here is a list of the most frequently asked questions. For more FAQs, please browse through the FAQs page.
If I read this correctly I would not be able to import fields from the 123form on our website to a Salesforce custom object with custom fields.
We have a 123form on our website that would contain data for Account, Contact and a Custom Object with Custom Fields. Will I be able to import all of that data?
Hi Rose! Yes you can import any data collected through the form as long the integration is set up correctly. You can associate Salesforce custom fields with your 123FormBuilder fields.
For more features such as automate workflows, real-time form Prefill with SalesForce data and more, you can check our new app on AppExchange. More details you can find here:https://www.123formbuilder.com/docs/category/123formbuilder-appexchange/
Is there a way to have contact form fields populated picklist fields for Slaesforce? More generally, What are the restrictions in terms of Salesforce field types that can be used? I don’t see Date Fields, checkboxes, lookups, or picklists showing up on in the custom fields section of the 3rd party app for SalesForce
Hello Simon!
I apologize for replying this late. We’ll look into your inquiry. In the meantime, feel free to contact our customer support specialists and detail your scenario. Our Support Team can be contacted at the email address support@123formbuilder.com.
Whenever you require assistance, don’t hesitate to send us an email at support@123formbuilder.com
Thanks!
I have created a form in 123 contact and I used checkbox for some of the fields. I am trying to map those over to a form in a lead form in salesforce. Is this possible and if so how do I go about doing it. I have tried several times but its not working.
Hello John!
I don’t think it would be possible to do that, but you could use our 123FormBuilder – SalesForce integration to directly create leads or contacts in your SalesForce account. Just follow our documentation here to learn more about how to enable the integration and map the fields you need. You could even use one of our free form templates, such as this sales lead form.
If you have further questions or need assistance, please do not hesitate to contact our support specialists at support@123formbuilder.com or via our contact page.