Note: In order to use any of the Salesforce triggers and actions, you must connect GoFormz to your Salesforce account. See here for details.

These actions let you manipulate Salesforce objects. This includes creating and updating objects, as well as obtaining data from an object.

Actions List

  • Create Object: Create a new Salesforce object and initialize its fields with values.

  • Update Object: Send data, including attachments and field values, to an existing Salesforce object.

  • Lookup Object: Return data from a Salesforce object as individual fields to be used in other workflow steps.

  • Upsert Object: Create a new Salesforce object if it does not already exist, or update it if it does exist.

  • Upload File: Upload Form or Images to your designated Salesforce account.

  • Query: Use SQL to query the Salesforce database and find your desired objects and fields; this action supports aggregate and nested queries.

Lookup Object

Return data from a Salesforce object as individual fields to be used in other workflow steps.

A common purpose of looking up information from a Salesforce object is to use it to pre-populate some fields in a GoFormz form or other GoFormz object. For this reason, the Lookup action is typically used in conjunction with actions like Create Form, Update Form, etc. Those actions then reference the Lookup's outputs.

Below are the inputs for Lookup Object.

  • Object's API Name (required): Salesforce API name for the record you are going to create

  • Lookup Parameter (required): You place whatever lookup parameter you want. It needs to be unique. Some examples are Id=’<sObjectId here>’, Name=’<name of Salesforce record here>’

  • Output Mapping (required)

    • Output Name: Renaming the Salesforce API Field Name to be referenced in another step

    • Salesforce API Field Name: Field name as it is displayed in Salesforce

Update Object

Send data, including attachments and field values, to an existing Salesforce object.

This action is typically used in conjunction with a Form Completed trigger to update Salesforce with the results of a completed GoFormz form.

Below are the inputs for Update Object

  • Object's API Name (required): Salesforce API name for the record you are going to create

  • sObjectID (required): Salesforce record sObjectId

  • Field Mapping (required):

    • Salesforce API Field Name: Field name as it is displayed in Salesforce

    • Value: value associated with the Salesforce field, this can be hard coded or based on a form field

    • Data Type: Specifying the Field Data Type (Text, Integer, Date, DateTime, Boolean)

Create Object

Create a new Salesforce object and initialize its fields with values.

This action is typically used in conjunction with a Form Completed trigger to create a new Salesforce object with the results of a completed GoFormz form.

Below are the inputs for Create Object.

  • Object's API Name (required): Salesforce API name for the record you are going to create

  • Field Mapping (required):

    • Salesforce API Field Name: Field name as it is displayed in Salesforce

    • Value: value associated with the Salesforce field, this can be hard coded or based on a form field

    • Data Type: Specifying the Field Data Type (Text, Integer, Date, DateTime, Boolean)

Upsert Object

Create a new Salesforce object if it does not already exist, or update it if it does exist.

This action is typically used in conjunction with a Form Completed trigger to create a new Salesforce object or update an existing Salesforce object with the results of a completed GoFormz form.

Below are the inputs for Upsert Object.

  • Object's API Name (required): Salesforce API name for the record you are going to create

  • External ID Field API Name (required): This is a special field type in Salesforce. It creates a relationship that links this object to an external object (like a GoFormz form) whose data is stored outside the Salesforce Org.

  • External ID Field Input (required): Typically the input for this field is the formId

  • Field Name (required)

    • Salesforce API Field Name: Field name as it is displayed in Salesforce

    • Value: value associated with the Salesforce field, this can be hard coded or based on a form field

    • Data Type: Specifying the Field Data Type (Text, Integer, Date, DateTime, Boolean)

Upload File

Upload Form or Images to your designated Salesforce account.

This action is typically used to upload the form or images from the form to a specific Salesforce object.

Below are the inputs for Upload File.

  • sObjectId (required): Salesforce record sObjectId

  • File Url(s) (required): URL or File List Value to the file. Usually from an export PDF step in the workflow.

Query

Execute SOQL to query Salesforce and find your desired objects and fields; this action supports aggregate and nested queries.

Below are the inputs for Query.

  • SOQL Query (required): Use a SOQL Query to pull back a DataSet of information from Salesforce

  • Output Mapping

    • Salesforce API Field Name: Field name as it is displayed in Salesforce

    • Data Type: Specifying the Field Data Type (Text, Integer, Date, DateTime, Boolean)

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