Challenge:
- Implement a web form which will prefill data from salesforce and on submission of form , it will create/ update data in salesforce for three objects: Account, Contact and Asset & liability (Custom object).
- Mapping of fields between salesforce and Form assembly.
Solution:
Form assembly enterprise edition.
Implementation including:
1.Connector setup between salsforce and form assembly.
2.Custom CSS for effective form .
Details :
The solution involved:
1.Connector Settings
2.Mapping of necessary fields for creation and updation of records.
3.Uses external Id for updating records.