Adding Salesforce Fields

Article Overview

The following article describes how to add Salesforce fields to the Webflow.

Salesforce Fields Description

(See Figure 1)

After connecting a Salesforce environment and selecting an object, Salesforce fields appear (1):

Figure 1: Salesforce Fields

There are two types of Salesforce fields:

• Regular
• Lookup

Salesforce Lookup Fields

(See Figure 2)

A lookup field is like a link between two records in Salesforce. For example, between two Salesforce objects, Contact and Account, a lookup field on the Contact record can connect it to the Account. A lookup field enables you to:

• Choose a record from another object.
• Connect related records.
• Click a link and go directly to a connected record.

In EasySend, lookup fields are distinguished from regular fields by appearing within a dropdown menu and having a light blue background.

Figure 2: Salesforce Lookup Fields

Adding Salesforce Fields

(See Figure 3)

To add Salesforce fields to the Webflow, perform the following steps:

Figure 3: Adding Salesforce Fields

1. Click the Object dropdown and select an object (1).
2. Locate the desired fields (2).
3. Drag and drop them onto a Page component (3).

Salesforce Fields Behavior Tab

(See Figure 4)

The Behavior tab of a Salesforce field in EasySend allows you to either map the field to Salesforce or detach it. Additionally, each field includes a Pre-fill Data checkbox, which controls whether the field is automatically populated when the process is launched from Salesforce.

Figure 4: Behavior Tab