Form Features - Sync Form values to Salesforce
SharinPix Form Elements can be configured and mapped to Salesforce record fields, enabling the automatic updating of those fields with the responses provided in your form. This functionality allows for the update of the parent record from which the form was initiated. The configuration process is carried out directly within the SharinPix Form Template Editor.
This documentation covers:
Prerequisite:
Before using this feature, ensure:
Ensure that you are using the most recent version of the SharinPix Package. Follow this document to upgrade the SharinPix package
Users have the SharinPix Forms permission set assigned.
Getting Started
How to configure your Form Template to synchronize with your Salesforce parent object record.
To configure your Form Template for the Sync feature, please follow these steps:
- Open the SharinPix Form Template Editor for the relevant Form Template.
- Select the desired Question element within the form.
- Navigate to the "Advanced" tab in the question configuration settings.
- In the "Push this value to update a Salesforce field" section, enter the appropriate Salesforce Field API Name of the parent object in the Field API Name field.
Alert
The synchronization of Form Responses with parent record fields will only function if the response contains a ParentRecordId. For instance, when a response is submitted through a Form Launcher LWC on an Account record, the ParentRecordId will be set to the Account's record ID.
Once the configuration is completed, submitting a Form Response will automatically update the corresponding fields of the parent record with the answers provided in the form. This update will align with the field data type and access rights, ensuring that the data is correctly mapped and reflected in the parent record.
Demo: Synchronizing SharinPix Form values to a Parent Account record
Step 1: Build and configure a SharinPix Form with the Sync Feature
The above image illustrates the configuration process:
- Identify the field on your parent record that you wish to update upon submission of the form response.
- Copy the Salesforce Field API Name of the identified field and paste it into the sync section of the form question's configuration.
Once the configuration is complete, the specified field will be updated every time a form response is submitted with the corresponding parent record. The update will be performed based on the field's data type and the user's edit access rights.
Step 2: Launch your Form from your parent record
The screenshot below shows a form being launched from an Inspection record, and we want to sync the following fields:
- Inspector
- Fire doors open and close correctly
- Number of Fire Extinguishers
- Fire Extinguisher Visible
Our SharinPix Form Template has already been configured with the above field API names to synchronize back to the parent record and update the corresponding fields.
Step 3: Fill and submit SharinPix Form
Once the form has been submitted, the Inspection record fields will be updated
Note:
If an error occurs while updating one of the fields (e.g., the Salesforce field's datatype trying to update is incompatible, or the user does not have access to the field), it will simply skip this particular field and proceed with the update.
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