Does anyone know how to use record id to filter prefill in form assembly
Contact(parent) and applications(child) if a person applies for multiple applications how do we filter in form assembly prefill connector?
Else, anyone know how to pass the record id from experience cloud to form assembly prefill connector?
#FormAssembly Integration #FormAssembly Web Forms #FormAssembly App #FormAssembly #Experience Cloud
My org has a custom object called Email_Address__c as a child to the Contact object. Each time the Email field is populated and/or updated with a new value, the old value gets saved to an Emal_Address record. A Contact can have multiple Email_Address records and we have an automation checking for duplicate entries. The initial Email_Address record that gets created has a Duplicate__c value of FALSE and if one is found, the checkbox turns to TRUE for the subsequent records, up to a maximum of 3 records (1 primary record and 2 duplicate records). The automation prevents any more duplicate records from being created and stops the Email field from being populated on the Contact record.
I'm trying to configure a connector so that when someone enters their email address on the form, it searches that value in Email_Address records so we can find the true Contact record. (I know this isn't the normal way to handle duplicates, but its what works for us based on our needs) If it finds a match where Email on the form = Email field on Email_Address object AND the Duplicate checkbox = FALSE, then update the parent Contact record. If it doesn't find it, then create a new contact record.
Having trouble doing this since the lookup in the connector only stores the Email_Address record ID and I can't figure out how to get to the parent Contact ID to be able to update the parent rather than create a new one. I set it up initially to lookup the Email_Address record, then update based on "a lookup field" but I believe it stores the Email_Address record ID and can't reference the Contact ID.
Any thoughts?
@Vikas Patidar Thank you for responding, but the email address solution is already implemented in my org and is working well. My question was specific to FormAssembly functionality and traversing the parent-child relationship to achieve a desired outcome.
I have FormAssembly hooked up to a SIT environment and I'm trying to set it up so that when a Contact is searched and selected, that Contact's Account is populated as well - but Account Name isn't an option, only Account ID is available (in addition to other Contact fields like Title, Email, etc.). Any ideas on how to make the Account Name show?
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Hey @Lindy Hewitt, not sure if the salesforce formula fields are visible on the search results in formassembly, but you can try creating a formula field on the Contact object in salesforce and get the Account Name.
Then refresh the schema in Formassembly to bring the newly created metadata in salesforce to be available in formassembly and then try searching for that new field
This is a question from the July 19 Nonprofit AMA
Survey integration, potential tools?
Here are some resources the hosts and folks in the chat shared - anything else you'd add?
A few years ago, I wrote a short history of surveys on Salesforce for Salesforce Ben. You can read the document here. In the intervening 3 years, most of Salesforce's enhancements have been focused on Feedback Management. It has two versions, Starter ($12,000 per org per month) and Growth ($42,000 per org per month).
I also have closely followed Ardira's SurveyVista (https://surveyvista.com/) (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FYkISUA1), mentione in an earlier response to your initial question. The product has continually improved, offering all of the features of Feedback Management, with pricing starting at $995 annually per org with up to 100 users and unlimited surveys. One of my favorite features is the ability to map the choices on a picklist question to the choices on a picklist field on an object in Salesforce. For a non-profit client, I have created surveys that created/updated four different objects in Salesforce based on survey responses. The product is 100 percent native Salesforce, so your data is protected with all the security Salesforce provides.
Finally, I created the Salesforce Surveys community group when Salesforce Surveys was introduced in the Spring '18 release. The group now has over 1,200 members. Ask any question you want there. The group is very responsive. Look forward to seeing you there.
Working on setting some things up with #FormAssembly, and I'm realizing something I thought would be very simple, is not so simple. I want to reference the values in some hidden fields in a link. I'm using the "Text" option under "Add Content" and I learned very quickly that just including the field (e.g. %%tfa_1%%) does not result in the value of that field showing in the link address.
I had found (and have used) the dynamic clickable links for repeating sections here, but I don't know javascript, etc. well enough to reverse-engineer that into something that works on a link that isn't in a repeatable section. (If reverse-engineering it is even the right direction to go.)
Anyone have experience with this or any guidance? I would appreciate it so much!
Great minds, @Jessica Rosenberg! That thought occurred to me earlier today, but I suspect it wouldn't work unless there is an equivalent to the HYPERLINK() spreadsheet formula (so the link would show as "Click here" or whatever text).
I am excited to share that, thanks to a helpful volunteer who knows javascript, we came up with a solution: using the dynamic links script in that article with a time delay. Accomplished by adding the following around the last piece of the script (also included here) - this delays it for 2 seconds:
setTimeout(()=>{
dynamicLinks(".clickableLink","tfa_2");
},2000);
I am currently an Admin trainee at a Non Profit Organisation . The company uses Form Assembly to automate data entry . The customers fill out a form in Form Assembly via a link we provide them on the website. Once they submit the filled out form, the Form Assembly connector imports the information from the form into their Lead record on Salesforce. All that is fine .
I also need the information from the form( which is in Date format) stating that the customer has chosen to attend training to be imported to the campaign record then send an email to the customer .
I have tried to map using Campaign ID record and Salesforce (UK)date format but this has been un-successful. Can anybody please help me to configure this connector in Form Assembly ? Thank you.
Hi Anne, first you need to edit the lookups for the Contact and Campaign by adding criteria that helps Salesforce fine the Contact and the Campaign.
For the Contact - does the user enter their first name, last name and email address? Those are good criteria for helping Salesforce find that contact record.
For the Campaign, what selection criteria can you use to help Salesforce find the Campaign that you want? Will the campaign be the same or different for each entry?
I already know about #Give Lively and #Click And Pledge and DIY forms with #FormAssembly but what else is being loved these days?
Talk to me Hubbers!
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