Boolean example 1: Create Account with Boolean condition

Last updated May 18 2018
Boolean Example #1: Create Account and use Boolean condition 

In this example we will allow the user to create a new Account in Salesforce. We will ask that he enters the account name and the account phone and we will make sure that a Checkbox field in this Account (called chkbox) will be automatically flagged with the Boolean value 'True' . Once filler submit the this form a new account will be created  in Salesforce, containing a phone number and a turned on checkbox.


Following are step by step instructions to create this scenario:

1- Open the form builder and create a new blank form.
2- Drag 2  Textbox elements and place them side by side.
Change their labels to:  Account and Phone. (in "Properties panel" > "Element" tab > "Settings" option > "Basic" category > Label)

3-

Configure the Salesforce Push integration:
- Go to  "Properties panel" > "Form" tab > "Settings" option > "Salesforce Integration" category > Push to Salesforce 
Press on "Set Notification" button - this will open the "Push" window.


- Authenticate with Salesforce


- Select an object: Account


- In the "Select an action" radio button: choose "Create"


- Now map your fields:
Account Name --> Account
Account Phone --> Phone
chkbox -->Boolean-True


- Press on "Apply" and save the form.

4- 

Test the form:
- Publish it as URL
- Enter a test account name and phone and then submit the form.


- Enter your Salesforce account and look for the new account that was just  created. Check the chkbox field and you will see that it is turned on.
   

 

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