How do I use the Salesforce Action button for Push?

Last updated Feb 08 2018
Push the data to Salesforce using a custom button

Custom SF buttons are buttons designed especially for working with Salesforce. They are located in the "Elements panel" under "Salesforce" category and their purpose is to allow users to push the data to SF without having to submit the form.

Following is an example of how to add two custom buttons to the form: one to push data to the "Account" object, and the other to push data to the "Contact" object. Follow the steps:

1- Create a new blank form in the form builder
2- Drag a textbox. Change its label to "Account Name".
Drag a full name element and change its label to "Contact full name".
3-  Go to ""Properties" panel > "Form" tab > "Settings" > Salesforce integration" > Push
- authenticate with Salesforce
4-  You will now need to configure 2 push lines: the first for account and the second for contact.
Account
- In the "Salesforce object settings" category -choose the "Account" object 
- Turn on the "Use in custom button" checkbox - this will make this push triggered by a custom button
- In the "Action" category - The default action is "create" - leave it as is
- map your fields - in this case only one (account name)

 5- 

Contact

- Now press on "Add object" button to add the contact.
- In the "Salesforce object settings" category -choose the "Contact" object 
- Turn on the "Use in custom button" checkbox
- Map the contact fields and save it all

You will now see 2 lines of push:

 6- 

Add the custom buttons to your form

- Drag a button from ""Elements" panel > "Salesforce" category> "Button"
Place it next to the account textbox 
- a window will open and you will need to connect this button to the right action : 
Open the "Process push" dropdown , choose "Account (create) and press on "Add" button next to it
- Press on "Apply" 
- Select the button on canvas and change the text on it to "Push account". (in "Properties" panel > "Element" > "Settings" > "General")






* Please note - if you are working on a multi-page form then another field will be added to this window: 'Go to Page' dropdown.
Using this field you can add another functionality to this Action button, so it doesn't just push data to Salesforce, but it also moves the form filler to a different page after that.
Read how to do this

 7-

- Drag another button from ""Elements" panel > "Salesforce" category> "Button"
Place it next to the account textbox  - configure this button in the same way you did with the previous button.
- a window will open and you will need to connect this button to the right action : 
Open the "Process push" dropdown , choose "Account (create) and press on "Add" button next to it
- Press on "Apply" 
- Select the button on canvas and change the text on it to "Push contact". (in "Properties" panel > "Element" > "Settings" > "General")
 8- 

Save the form
Now publish the form as URL to check it.
Enter an account name and press on the custom SF button next to it - Enter your Salesforce account and check that this data was added in the Account object.
Enter a contact name and press on the custom SF button next to it - Enter your Salesforce account and check that this data was added in the contact object.



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