[AppExchange – 123FormBuilder] Related Objects

Each Salesforce primary object can relate with one or more child objects. What does this mean? It means that in Salesforce, you have the possibility to see the records sent to the primary object and additionally receive other information related to those records.

Let’s take an example and say that you want to create records in an Account object within Salesforce. First, you will map the Salesforce fields with the form fields for the primary object, which in this case is Account.

Then, add one or more related objects that will be in relation to the main one (in this example we added an Attachment object which will send a file to the lead).

Primary Related Objects

To add a related object click the Show more icon next to the previous object listing.

Related Object

Finally, apply the needed configuration in terms of fields association to the related object:

1. Choose an object from the dropdown (the objects displayed in the dropdown menu of the second object are changing depending on which is the primary object that you selected).

2. Choose an action to be triggered after submit (create records, or update existing records).

3. Map the Salesforce fields with the form fields.

4. Click Save.

Important! If you activate the main mapping but not the secondary one, records will be created only for the primary object (in this case Account). Related child objects will send the data to Salesforce only when their parent object is enabled.

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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.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form for more information. in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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