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Nitzan Marinov
Creating my own Web Form
Hi everyone,
I would like to create a web form to feed the contact standard object and a couple of custom objects.
I've been looking everywhere and all I can find is how to build an App, which is not what I want.
Can anyone direct me to a tutorial that shows me how to do that?
All I really need is to understand how to create a new page based on the Contacts object.
Thanks
Nitzan
I would like to create a web form to feed the contact standard object and a couple of custom objects.
I've been looking everywhere and all I can find is how to build an App, which is not what I want.
Can anyone direct me to a tutorial that shows me how to do that?
All I really need is to understand how to create a new page based on the Contacts object.
Thanks
Nitzan
If it works out, I will look to publish it.
This is something that you can start in dev envirnment
https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_quick_start_hello_world.htm
Thanks
Thx
Shailendra - I'll check it out. Looks like a Visualforce jobbie...
Thanks
OOTB, the only thing you can do is create a new page layout and display it where appropriate, the data is restricted to the contacts and related lists of the contacts.
If you use customization, you can do virtually anything.
thx
Here's an example of a VF page that display all these fields for the accounts you have access to.
This is an example of displaying Accounts records. I'm looking to create contacts from the web form to the SF database.
I've been looking for some examples on the link Shailendra gave me but it only showed me how to update fields for an existing record.
Do you have an example for creating new records?
Thanks again
Nitzan
Thx
I could have it save to the leads object and the create a flow to copy it over. The thing is, I need to be able to get it into the object in the first place.
Here's an example of the form I'm looking to populate:
Thanks
https://help.salesforce.com/apex/HTViewHelpDoc?id=setting_up_web-to-case.htm&language=en
Once you get the data in, you can use Process builder to create contacts, and other objects.
You can use triggers too (but that's more technical).
Thx
I'll take a look.
Nitzan
Inna
Here is a free appExchange option for your needs.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000DlGucUAF
Salesforce doesn't have out of the box wizard for contact like Lead.
Thanks!