Merge fields are not determined by FormAssembly, so if you have any questions about merge fields you can reach out to your email provider. For Salesforce merge fields, you can check out Salesforce's help documentation.
Full Answer
How do I merge two form fields into one Salesforce field?
Receive the latest data collection news in your inbox. One of the most frequent questions we get about Version 2 of the Salesforce Connector is, “How do I merge two form fields into one Salesforce field?” In Version 1, you could simply map two form fields to the desired Salesforce field, and they would show up as a single entry.
How do I prefill a form in Salesforce?
Next, you will need to map the fields you would like to prefill in the form. Select a field from your form on the left, select the matching field in Salesforce on the right, and click Ok. Click Map Another Field for each field in your form that you want to prefill.
How do I add merge fields to a survey?
Insert merge fields to personalize the survey for each participant. You can insert merge fields on the Welcome Page and in survey questions. Before you insert the merge fields, ensure that you configure the merge field variables for this survey. Open the survey in the Survey Builder.
How do I pull data from Salesforce into my form?
Once you have set up a prefilled link and a query parameter in your Salesforce Prefill Connector, you will be able to pull information from Salesforce records directly into your form. You'll need one of our Premier plans or above.
Does FormAssembly integrate with Salesforce?
You can now use the FormAssembly app within Salesforce by going to your app launcher. If you do not have a FormAssembly account yet, you can sign up for one through the app. If you do have an account, you can sign in through the app.
How do you form prefill?
Simply put, what you have to do is generate a URL that calls the ID of the form field for which you want to set a predefined value and assigns that value to it. You can prefill as many fields as you want within a form. URL parameter and value pairs are connected by ampersands (&).
What is Salesforce FormAssembly?
FormAssembly for Salesforce: Powerful, customizable web forms and data collection workflows. Quickly build workflows with secure, web-to-anything forms that can create or update objects. Prefill forms with Salesforce data, create tasks and Chatter posts, send attachments, and more.
Which of these characters would you use to separate different field alias value pairs in a prefilled link?
ampersand (&)To prefill more than one field, you can add more field aliases with their value, separated by an ampersand (&).
What is auto populate form fields?
Auto-populating form fields is a useful way to save users' time in filling forms, thus boosting conversion rates. Besides auto-filling form fields with existing data within your website such as email address of logged-in users, product info, page URL, etc., you can decide the data auto-populated by using query strings.
How can you prefill the fields of a form with the logged in user's contact data?
To prefill a form field:Click the field that you want to prefill with data.In the Form elements pane, in the Advanced settings section, specify the following fields: Value provider - select the source that you want to link the field to. The prefill value of the form will be retrieved from this source.
How do I create a fillable form in Salesforce?
Creating a form in SalesforceSign in to your Salesforce account.Click Setup (gear icon).Enter Web-to-Lead in the Quick Find box and then click Web-to-Lead.Click Create Web-to-Lead Form.Select fields to include on your Web-to-Lead form. ... Click Generate.
Is FormAssembly native to Salesforce?
FormAssembly isn't Salesforce native, but we still have the #1 web form solution for Salesforce with an unmatched integration.
What is FormAssembly used for?
FormAssembly is the all-in-one web form builder and data collection platform. It's powerful, customizable, and flexible enough to handle all of the form creation and data collection needs of organizations in all industries, for a wide range of use cases.
How do you Prepopulate a form field in a URL?
How to prefill form fields using the form's URLRetrieve the url for your form. a. Login into your account and go to the Form Manager (https://app.emailmeform.com/builder/manager) ... Locate the input name for the form field. a. ... Use the input name value to create the query string and add it to the Form's url.
What is a prefill link?
Google Forms has a solution for automatically filling in a free response question. A pre-filled link pre slots some of the answers when the user clicks on the link to the Google Form. Look for the 3 dots menu in the upper right and choose “Get pre-filled link.” This will open a preview of the Google Form.
How do you Prepopulate a form field in HTML?
0:453:26How to prepopulate form fields by URL parameters - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe're going to go into advanced scroll down field details and here's the unique name this is theMoreWe're going to go into advanced scroll down field details and here's the unique name this is the unique name we we need. So we tell it where to pre-populate. This by url parameters.
Merging Fields to Salesforce
We’ll assume that you have already selected the object type you need to create in Salesforce, so we’ll skip to selecting the Salesforce field within that object where you want to map the multiple form fields.
Conditional Mappings
You can also use a formula to achieve some simple conditional behavior with your mapping. For example, if you have a conditional field on your FormAssembly form, you may want to send that field to Salesforce when it is filled out, but substitute a different field if it is not filled out.
What is a form in Salesforce?
The form is used to create or update a Contact record in Salesforce. It makes sense here to merge all the phone numbers into the one field in Salesforce available to store that information. So in that case you would chose the first option: merge data into one record.
Can you merge names in Salesforce?
It does not make sense here to merge the different names into the name field of a single Contact record in Salesforce, so you would use the second option instead, to create a different record for each person.
Do repeating fields and sections work with post processing formulas?
Repeating fields and sections do not work with post-processing formulas, like concatenations in the connector. This is because repeating fields and sections concatenate the values of each of the repeated fields when pulled into the connector which does not allow for the usual formula syntax to be used.
When you create a Salesforce connector, does it upgrade?
The connector will not be upgraded when a new Salesforce API version is released, regardless of the checkbox status at the bottom of the connector:
How many fields can you prefill in Salesforce?
For example, if you perform a campaign member lookup through the Salesforce Prefill Connector, and 20 different campaign members are found, you can prefill as many fields as you would like from each of those records, and pull that information into repeatable sections in your form.
What is a prefill connector?
The Salesforce Prefill Connector allows you to retrieve data from your Salesforce org and display a prefilled form to your respondents. Once you have set up a prefilled link and a query parameter in your Salesforce Prefill Connector, you will be able to pull information from Salesforce records directly into your form.
How to retrieve more than one record in a form?
If you need to retrieve more than one record to prefill your form, click Add another lookup or Add an Object dependent on... to set up another query and field mapping set. On subsequent steps of the connector, you'll find an additional lookup option ( a lookup result) to reference a previous lookup.
What happens if you prefill multiple values?
If you try to prefill multiple values to fields outside of a repeating section, they will appear as a long list of values without any form of separation.
Can you prefill sections in Salesforce?
You can prefill repeating sections in your form using the Salesforce Prefill Connector. This can be incredibly useful if you are performing a lookup that returns multiple values, and you would like data from all of them to prefill your form.
Can you uncheck a checkbox in Salesforce?
When prefilling checkboxes from Salesforce the connector will automatically detect which Salesforce fields are checkboxes and give you the option of selecting "checked" or "unchecked" for your mappings in the connector. When mapping fields, or prefilling through the URL, you can also use "0" to un check a checkbox or "1" to check a checkbox.
What do you put at the end of a merge field?
At the end of the merge field, insert a comma.
When to add period in merge?
At the end of the merge field , add a period.
Does Maria want to include merge fields?
Maria is confident about the merge fields she wants to include within the survey. She plans to include the merge fields within the welcome message and questions. To help format the survey content better, she decides to configure the merge fields first, and then insert the merge fields while entering the content.
Why does Form Assembly error?
FormAssembly forms will error if any field in your survey doesn’t match exactly to the Salesforce field. For that reason, you’ll need to put validation rules on every field in the survey, so that when it does error, the respondent knows exactly what to fix. For example, if you include an email address in your survey – you do this using a ‘Text Input’ field in Form Assembly, the choosing ‘Email’ from the expected format drop down and then ensure you put a limit of 80 characters on it as that’s the Salesforce field limit for email. Incidentally, setting your ‘Expected Input’ on the Text Field to Email is how your ‘Notification’ area of formassembly will know an email address can be used for the auto-responder.
Why is there a duplicate rule in Salesforce?
Your Salesforce duplicate rules could prevent the submission of your Salesforce forms so you may have to amend these (or deactivate them) in Salesforce in order to allow sub missions. There may be other ways around this too – for example, getting your duplicate rules not to fire for FormAssembly but to fire in other circumstances.
How to avoid questions in Salesforce?
When you write questions, try to avoid them all starting with the same words as this is much more difficult to work with in the Salesforce Connector – e.g. if every question starts with “Which of the following” it will be hard to work out which is which when you’re in the connector. Try instead to get what’s unique about your question into the wording sooner, e.g. “Which flavours of ice cream”, instead of “Which of the following flavours..”. However a very recent update to FormAssembly has improved the connection screen considerably, so once chosen you get to see the full question wording against the Salesforce variable whereas before it was truncated at all times.
What is a group in FormAssembly?
Fieldsets and Groups are very similar – a Group is an invisible way to group multiple elements, whereas a Fieldset visually groups them too with a border and title.
What happens when you delete a question in Form Assembly?
What happens when I delete a question in Form Assembly? When you export responses, you’ll see that deleted field with a blank label (you can untick it to remove it from the export) or you may use the “Remove All Columns” option, click OK, then the response report page will refresh with all [deleted question] columns hidden . Then when you click “Add All Columns”, the response report page will refresh with the deleted fields no longer displaying. Deleted fields are not carried over to cloned forms. The upshot? It’s a good clean process but back up your data before deleting questions if you’d like historic access.
Why do I have all the fields up front?
Contact ID, Record Type ID, values you’re passing through the URL) is that just getting past page 1 means you pass a lot of the tests so you can identify problems early. Using keyboard shortcuts like Control, Space and down arrow might help you do test submissions a bit quicker during your testing.
Can you work with Form Assembly in Salesforce?
So once your tests have been completed, ideally do all your FormAssembly to Salesforce connections in the same order as the form – at least then, you can work across two screens with the form in one and the connector in another and read off each question to check that it is passing to Salesforce. I prefer to have all the techy type fields at the top – e.g. if you’re passing Contact ID, a ‘created by Form Assembly field’, ‘Lead Source’ etc.
Overview
Requirements
Configure The Connector
Direct Your Respondents to A Prefilled Form
Additional Methods to Query The Salesforce Database
Prefill Repeated Fields and/or Sections
- You can prefill repeating sections in your form using the Salesforce Prefill Connector. This can be incredibly useful if you are performing a lookup that returns multiple values, and you would like data from all of them to prefill your form. For example, if you perform a campaign member lookup through the Salesforce Prefill Connector, and 20 differ...
Prefilling Conditional Triggers
Salesforce API Version
Configure Merge Fields
Insert Merge Fields
- Maria must now add the content of the survey and insert the merge fields within the context. 1. Within the rich text editor of the Welcome page, enter: Hello. 2. Add a space after Hello, and click Insert Content. 3. Select Merge field from a participant record, and click Next. 4. In the Participant Variable field, select Full Name. 5. Click Insert....
Preview The Merge Fields
Resources