iFormBuilder + Salesforce

Add new Salesforce object data to iFormBuilder database

Manage all of your data in one place by having your Salesforce custom object data automatically copied over to your iFormBuilder database.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Create Record
Creates a new record.
ActionWrite

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Supported triggers and actions

What does this mean?

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
New Company Profile
Triggers when a new company is created.
Trigger
Scheduled
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- Company ProfileRequired
Trigger
Scheduled
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- Company ProfileRequired
Trigger
Scheduled
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- Company ProfileRequired
- NameRequired
- LabelRequired
- Description
- Form Icon
- Label Icons
- Page Javascript
- Sort Order
- Reference ID 1
- Reference ID 2
- Reference ID 3
- Reference ID 4
- Reference ID 5
Action
Write
- Company ProfileRequired
- FormRequired
- Assign ToRequired
- Right to Collect Data?
- Right to View Data?
Action
Write
- Company ProfileRequired
- FormRequired
- RecordRequired
- Assign ToRequired
- Error Email
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Company ProfileRequired
- FormRequired
Trigger
Scheduled
Try It
- Hook NameRequired
- ProfileRequired
- FormRequired
- Error EmailRequired
- Notification Email
Trigger
Instant
Try It
- Company ProfileRequired
- FormRequired
- NameRequired
- LabelRequired
- Description
- Sort Order
- Required?
- Disabled?
- Readonly?
- Encrypted?
- Hide Typing?
- Default Value
- Dynamic Value
- Condition Value
- Client Validation
- Client Validation Message
- Dynamic Label
- Reference ID 1
- Reference ID 2
- Reference ID 3
- Reference ID 4
- Reference ID 5
- Lookup Table Name
- Lookup Table Column
- Element TypeRequired
- Data Size
- Low Value
- High Value
- Widget Type
- Option List ID
- Attachment Link
- Keyboard Type
- Weighted Score
Action
Write
- Company ProfileRequired
- FormRequired
- Parent Page ID
- Parent Element ID
- Parent Record ID
- Javascript State
Action
Write
- Company ProfileRequired
- FormRequired
- RecordRequired
- Javascript State
Action
Write
- Company ProfileRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- EmailRequired
- User RoleRequired
- Right to Create Form?
- Right to Sync ThunderPlug?
Action
Write

About iFormBuilder

iFormBuilder is a universal, cloud based mobile data collection ("forms") platform with an emphasis on security on mobile devices, and collecting data with or without an Internet connection.

Related categories

Forms & Surveys

Similar apps

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add Salesforce custom objects from new iFormBuilder entries

Related Zap Templates

Add Salesforce custom objects from new iFormBuilder entries

iFormBuilder + Salesforce

Add new Salesforce object data to iFormBuilder database

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Disclaimer

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Use Assignment Rules

Update Contact

Update Record

Use Assignment Rules

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Record

Second Field to Search By

Second Search Value

Search Operator

Find Record(s) by Query

Find or Create Record

Second Field to Search By

Second Search Value

Search Operator

Use Assignment Rules

New Company Profile

New Form

New User

Create Form

Description

Form Icon

Label Icons

Page Javascript

Sort Order

Reference ID 1

Reference ID 2

Reference ID 3

Reference ID 4

Reference ID 5

Update Form Assignment

Right to Collect Data?

Right to View Data?

Update Record Assignment

Error Email

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Warning

Opportunity

Create New Opportunity

Create Child Records (with line item support)

Use Assignment Rules

Create File

Title

Description

Salesforce Object

Create Note

Note

Is Private

Create Record (UTC)

Use Assignment Rules

Update Lead

Use Assignment Rules

Update Record (UTC)

Use Assignment Rules

Find Child Records

Find Record(s)