Create New Salesforce Records from a FormCreate New Salesforce Records from a FormCreate New Salesforce Records from a Form

Learning Objectives

After completing this tutorial, you’ll be able to:

  • Enable Allow New Records in your Form Template
  • Create New Records from your Arabica Coffee Store Visit Form

Prerequisites: Build Your First Form Template & Field Links

Allow New Records

Up to this stage in creating new forms, we have linked to Peter Parker’s contact record and the Monroe Markets account record. This works well as long as we consistently have access to the records we need for each store. But what if we encounter a new contact? What if management at one of the stores were to change or if we would like to add a new contact altogether?

Youreka lets you create new records on the fly, right from a form. To do this, we need to Allow New Records to be created from this form, a function you must enable from the Template Builder. It’s great functionality for adding new leads you might encounter at a trade show event, creating new contacts from a Contact Us form on your website, or in our example, creating a new Store Manager contact right from the form.

In this tutorial, we will demonstrate how to enable the Allow New Records functionality and then we will create a brand-new record right from our Arabica Coffee Store Visit form. Let’s start by logging in to our Salesforce org.

  1. Log in to your Salesforce Org
  2. Navigate to your Form Template: Form Templates > Arabica Coffee Store Visit. Click Edit to launch the form template builder.
    Note: If you have already published your Form Template and created a form, you can either Copy for a New Version (located in the settings list on the Form Template Detail page) or simply delete the forms associated with this template so that you can continue making changes.
  3. On the Template Builder screen, click the Allow New Records button in the top left, just below the helper text. Then click the Allow New Records checkboxes next to disco__Form_Account__c and disco__Form_Contact__c and click Save.Allow New Records Checkbox.jpg
    In this scenario, the template builder has recognized that there are existing field links within our form template. In our unique case, we have only linked to Account and Contact records, but this box would also give us the option to allow new records for other options were we to create relationships for Opportunities, Leads, etc., even custom objects.
  4. Click Save to save changes to the form template then Close to return to the Form Template Detail screen.
  5. From the Form Template Detail Screen, Publish your template.
  6. Create a New Form from the blue + New Form Button
  7. From the New Form Wizard, you should now have two options: Select a Form Contact or a checkbox labeled New Record. Check the New Record checkbox and then select the blue Complete the New Form button.
    New Form Wiz with Checkboxes.jpg
  8. The Store Contact Information section will be empty now that the form recognizes that we are creating a new Account and Contact record. To test the functionality, enter mock details into the Store Contact Information Section. Feel free to use our test details:
    • Account Name: Fresh Market
    • Street Address: 44 Oak Lane
    • City: Williamsburg
    • State: Virginia
    • Select Phone as Preferred Contact Method: 555-555-5555
    • Store Manager First Name: Your First Name
    • Store Manager Last Name: Your Last Name
    • Select Phone as Preferred Contact Method: 555-555-5555
      Store Contact Information-2.jpg
  1. Enter mock data into the rest of the form and click Save.
  2. Once on the Form Detail Page, click Navigate To and select the new Contact Record that you created (your name) from the list.Navigate To-2.jpg
  3. See that your new contact record was successfully created from the form with the correct details accounted for (First Name, Last Name, Phone Number).Youreka form salesforce profile.jpg

Youreka can also store repeating information and update Related Lists. Learn how in our Linked Sections Tutorial.