Custom SF button pushes data and moves filler to different page
This post is very similar to the one about "How to use the custom SF button". The only difference is that in this post we will show you how to use the Action button in a multi page form. In the multi page form this button can not only push data to SF but it can also move the form filler to the next/previous page.
Following is an example of to show you how it's done.
| 1- | Create a new blank form in the form builder |
| 2- | Drag a textbox. Change its label to "Account Name". |
| 3- | Go to ""Properties" panel > "Form" tab > "Settings" > Salesforce integration" > Push - authenticate with Salesforce  |
| 4- | You will now need to configure the push integration - 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 (an Action button)  - In the "Action" category - The default action is "create" - leave it as is  - map your fields - in this case only one (account name)  - You will now see one integration line was created  - Press on "Apply" |
| 5- |
Save the form. |
| 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 o 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 - When 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. - Select the option "Next Page" in the dropdown.  |
| 7- |
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 - See that you are forwarded to the next page in the form. Also, enter your Salesforce account and check that this data was added in the Account object. Read more on how to Integrate online forms with salesforce |