We recently released a new form element called the Salesforce Select List. The Salesforce Select List allows you to display a list of Salesforce records. Formyoula users can then select one of them to add to their form entries. These can be tasks, contacts, opportunities, products or campaigns. All standard and custom objects are supported.
The record list is directly retrieved from Salesforce in real time. You can create record filters to make sure only the right records are displayed.
Video demo.
Here are some examples.
You can list all open tasks assigned to a user.
You can list all opportunities related to an account.
You can list all active campaigns.
You can list all contacts related to an account.
Here are few use cases.
Lead Capture
You and your team are attending many events and would like to capture leads on your Salesforce. To measure ROI, you would like to link captured leads to Salesforce campaign records. Now you can add a Salesforce Select List of all active campaigns to your lead capture forms. This will allow you to display an up to date campaign list for users to select from. When new leads are created on Salesforce they will be linked with the selected campaigns.
Field Staff
You would like to assign open jobs to your team in the field. Jobs should be assigned to the right team member and should only display open jobs. Now you can add a Salesforce Select List of all open jobs. The jobs can come from a standard or custom object and can be filtered based on ownership. User can start a job by selecting it from the list on any form. After the job form is submitted the list will no longer display the completed job. Using Formyoula Salesforce connections each completed job status can be updated on Salesforce.
Direct Sales
You would like to allow your sales team to capture site visit reports. Each sales team member would have some accounts assigned to them. Using the Salesforce Select List you can display all accounts owned by the user on a mobile form. And two extra lists to display opportunities and contacts related to the account. This will ensure users are selecting the right opportunities and contacts related to the account. And user will not need to search for related records.
The following video explains how to setup the Salesforce Select element. And add a filter based on a Salesforce Lookup.