If you are using Salesforce and would like to allow your form fillers to edit the data after they have submitted it - you can do so by using our "Allow Later Editing" feature. Not only will it send the fillers a link to "later editing", but it works seamlessly with Salesforce.
What is important to know is that when mapping your fields, during the integration, you can also map the "Later editing" URL to a field in Salesforce and store it for future use.
Please follow this example to see how it's done:
1- Create a new blank form
2- Drag a Textbox. Change its label text to: Account name
3- Drag a Dropdown. Change its label text to: Account type.
4- Remove all of the dropdown's default items and turn of the "Add other" checkbox - we will populate it with the "account type" picklist values from Salesforce.
5- Go to "Properties" panel > "Form" tab > "Settings" option > "On Submit" category
and turn on the "Allow later editing" checkbox.
6- Set a Get integration to read the dropdown picklist from SF:
- Go to "Properties" panel > "Form" tab > "Settings" option > "Salesforce integration" > "Get from Salesforce"
- Press on "Map fields" button
- Authenticate with Salesforce
- Select an object: "Account"
- Turn on the "Execute on form load" checkbox
- Select "First" in the "If multiple matches found take ID from" checkbox
- and finally map the fields:
Account type -- > Account Type
- Press "Apply" and save the form.
7- Now you will need to set the "Push" integration - in order to update the record in Salesforce.
- Select an object: Account
- Select an action: "Create"
- Map fields:
Account Name --> Account Name
Account type -- > Account Type
Billing street --> Submission Edit URL - this is the link to the later editing, which we will store in the "Billing street" field in this example.
* Please note! This option will only be available in the mapping if the "Allow later editing" checkbox is turned on.
7- Now you can test the form:
- Publish it as URL
- Enter an account name and select an account type
- Submit the form
- Enter the record you have just created in your Salesforce account, and scroll to your "Billing street " field and you will see the URL for later editing stored in it. If you take this URL and load the form in your browser you will see it is now editable.