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. ![]() |