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Salesforce Records Synchronization with SharinPix Forms

Overview

You can configure a SharinPix Form to synchronize Salesforce child records on a Form Response parent record. For example, if you launch the form from an Account record, the form's parent object will be that Account.

Using form sections or repeated sections, you can allow users to create multiple related Contacts directly within the form. When the form is reopened, these Contacts can be retrieved and loaded back into the form, with their field values pre-populated.

Prerequisite

Before using this feature, ensure:

Getting Started

Configuring Form Section or Repeated sections to pull child records

To pull and reprresent all child records in a SharinPix Form we need to configure the Pull data from a Salesforce record section.

  1. _Object API Name _- The child object API Name

  2. Lookup API Name - The child object Lookup API Name that links to the form parent record

  3. Lookup value field API Name - The field API Name where the Form Response parent record's Id will be stored. (This is used when creating child records for another object instead of the actual Form Parent child record).

After the setup for retrieving specific child records we want to represent in our form, we must configure the fields that we need to pull. Each individual question in the repeated section can be used to represent a specific Salesforce field from the child record.

Question - A dropdown of all form questions API names in this specific section

Salesforce Field API Name - The Field API Name of the child object of which to pull the value

Each question in the section will represent one Salesforce field in the child record being pulled. Example if the Form Section contains:

Batch Number:

  • Form Field API Name - batch_number

  • Salesforce Field API Name - Batch_Number__c

Compliance Status:

  • Form Field API Name - compliance_status

  • Salesforce Field API Name - Compliance_Status__c

Emergency Exists Functional:

  • Form Field API Name - emergency_exits_functional

  • Salesforce Field API Name - Emergency_Exits_Functional__c

External Id:

  • Form Field API Name - external_id

  • Salesforce Field API Name - External_Id__c

The above configuration will pull every Inspections child records for the specific Account record. If the Account record contains 10 child Inspections records, this will open the SharinPix Form with 10 repeated sections each representing one child record.

For your Salesforce records to be synchronized with SharinPix Form Repeated Sections, you need to:

  • Create a question inside the section to hold the record's external ID as shown in the above picture.

  • Specify the record External Id Salesforce API Name in the record pull mappings.

  • In the External field mapping section we should specify which field is the external id (among the fields mapping). This will be used to upsert the child records.

Configuring Form Section or Repeated sections to push child records

Once we have configured the form to pull related child records to represent in repeated sections in our form, we need to specify which fields we want to populate in the record. You can follow the documentation for creation of child records from SharinPix Forms.

Note

It is important to specify the External Id field in the push configuration for the existing child records to be able to update. If not specifed, new child records will be created

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