Integrating Salesforce with Formyoula

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To integrate Salesforce with Formyoula you need to install the Formyoula App to your Salesforce organisation and also you need to buy licenses for number of users you want to use with the Mobile App of Formyoula.

Next step would be creating forms in Formyoula, for that you can either access Formyoula directly from your Salesforce org, but I would suggest that you go on Formyoula website – www.formyoula.com and login with Salesforce Credentials

 

FormyoulaOn this screen click on Sign in with Salesforce and then it redirect to the salesforce organisation and you can enter your salesforce credentials over there.

Next you need to create forms in formyoula. To create forms you have 2 options create forms directly from scratc and create a form according any salesforce object you have.Formyoula-New Form

The New Form button will create a blank form for you to configure and the other button “New From Salesforce Object” will create a form with all the fields you have in the object you select in the later steps.

Once you click on “New From Salesforce Object” Button it will take you to the next screen where you can select the object and fields you want to get data from mobile forms into salesforce.

Formyoula Create FormHere you select the fields and you can also select if you want to push the updates that the user does to the form into salesforce.After you are done with your selections you click on create form. This will create a form with all the fields and correct mappings.

If you wish to configure the fields on the form according to your need and want to add some more fields to the form you can anytime edit the form and add the mappings in the Connector for that form. To do the mappings you have to click on the Cloud symbol besides your form name under the heading Connections on the dashboard.Formyoula connector

After this you just map the fields in form with the fields in Salesforce and you have a basic form ready which takes values from a mobile device using Formyoula Application and store it in the Salesforce Object you have selected.

 

 

 

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Taha Sadikot
By Taha Sadikot

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