In this demo we will show you how to push data to multiple objects in Salesforce in one form.
We will show you :
1- A form we set up for this demo, that contains: Account fields, Contact fields and Case fields.
2- How to Configure the Salesforce Push for the Account object
3- How to Add a child object to the integration, to push Contact data under that Account.
4- How to Add another child object this time under the Contact object.
5- How to Test the form: enter data in the form, Check the integration logs to see the Salesforce action and finally look at the result in Salesforce.
Related videos
| Create a record in Salesforce if multiple matches found | Delete first record in Salesforce with Push |
Update data in Salesforce using a condition | Find data in Salesforce with conditions |
Watch more videos in our FormTitan 101 channel