Use custom button to create a Salesforce account and after add contacts to it

Last updated May 07 2018

Salesforce action button allows you to have your fillers update your SF account without having to submit the form.
In this video we will teach you how to use our Salesforce form builder to :
- add the necessary elements to your form (textbox, Salesforce action button and a hidden field)
- How to configure the custom button
- Create the Salesforce integration
- use a custom button with a Salesforce action to allow your fillers to create a new account,
- retrieve the newly created account id back
- and use it with a Salesforce table so the filler can then add / edit contacts to that account.

Read more about how to use the custom button

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