Add a Salesforce field to a form

1. Open the form builder.
2. Add an integration field to the form. (Refer to this page to see how to add a field to a form)
3. Select Salesforce in the drop-down next to Service.

   

4. Select the required choice from the drop-down next to Connection. (All the Salesforce connections added in your Zoho Creator account will be displayed here)
   • If you select the choice Add New Connection, Zoho Creator will display the following prompt. Refer to steps 5-8 in this page to learn how to add a new Salesforce connection. 
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5. Select the required Module. If the API feature is not enabled for your Salesforce organization, Zoho Creator will displayed the following prompt:

   

6. Select the required Field, then click DONE.

Once you add a Salesforce field, the selected connection, module, and field will appear in the Field Properties > Appearance section on the right. You will be able to:

• Switch to any other Salesforce connections added in your Zoho Creator account, by selecting the required one from the drop-down next to Connection
• Change the Field to any of the available fields in the selected Salesforce module