Create a form for a Salesforce module
- Click the Add New icon, displayed at the top of the Design page:
- Select Form, as shown below. If you're creating the first form in your app, you will be taken directly to step three.
- Select Integrations.
- Select Salesforce.
- In the Create your Salesforce Form page, enter the following details:
- Enter a name for your form
- Select the required Salesforce module from the drop-down next to Choose a Module
- Select the required choice from the drop-down next to Choose a Connection. All the Salesforce connections added in your Zoho Creator account will be listed here. You can also add a new connection.
If you choose to Add New Connection, you will be prompted to:- Enter a name for the new connection, then click AUTHORIZE:
- Enter your credentials, then click Log In:
- If it's the first time you're establishing a connection between your Zoho Creator and Salesforce accounts, you will be asked to Allow access to Zoho Creator:
- Once you've successfully established this new connection, it will appear selected:
- Enter a name for the new connection, then click AUTHORIZE:
- Click CREATE FORM.
In an app, you can have one form per Salesforce module. If you select a module for which a form already exists, Zoho Creator will display the following prompt:
Upon successful creation of the form, you will be redirected to its form builder.