Set Up a Salesforce Repeatable Destination

A Salesforce Repeatable Destination A Repeatable Destination is a TrueContext Data Destination that sends data from a Repeatable Section to a field-based, third-party system. sends multiple lines of data from a Repeatable Section A Repeatable Section is a subform that contains a set of related questions. The data captured is “repeating”, because the field user can complete the same subform more than once, which creates multiple entries. to Salesforce. You can configure a standalone Salesforce Repeatable Destination A Repeatable Destination is a TrueContext Data Destination that sends data from a Repeatable Section to a field-based, third-party system. or link a Repeatable Destination to a “parent” Salesforce record. For example, you can link a list of required parts to a parent Salesforce Order record. This topic describes the steps required to correctly configure a Salesforce Repeatable Destination.

Available on the Advanced and Enterprise tiers:

Prerequisites

1. Your TrueContext account must be on the Advanced or Enterprise tier.

2. You must be either

   • a TrueContext Admin user, or

   • a member of a FormSpace FormSpaces are where forms are stored and organized in the TrueContext Web Portal. A TrueContext Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace. group with Can Create permissions.

3. Ensure that you meet the prerequisites to Set up a Salesforce Data Destination.

4. You must have already set up a Salesforce Connection.

Supported Data Destinations

You can configure any of the following Salesforce Data Destinations A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. as repeatable:

• Salesforce Account

• Salesforce Case

• Salesforce Contact

• Salesforce Lead

• Salesforce Standard, Custom, or Big Object

Info:The topic Set Up a Salesforce Data Destination describes all of the configuration options in detail.

Steps to set up a Salesforce Repeatable Destination

1. In the TrueContext Web Portal The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations., go to Forms & Integrations > Data Destinations.

2. Select an existing Salesforce Data Destination or create a new one. Make sure you select a supported Data Destination.

3. Configure the Destination Basics settings. In the Destination Type section, select the option to make the destination repeatable.

   

   Note:To prevent errors and other unexpected results, you can’t change this to a regular destination once it’s linked to a form. This rule applies to forms in any state (Active, Draft A draft form is a partially filled-out form saved on a device, or a preliminary version of a form that's been saved but not deployed in the Form Builder., or Archived). To link to a different Repeatable Section A Repeatable Section is a subform that contains a set of related questions. The data captured is “repeating”, because the field user can complete the same subform more than once, which creates multiple entries. or change the destination type to Regular, first remove the destination from all linked forms.

4. Enter the unique identifier of the Repeatable Section that you want to link to this destination.

   Tip:Ensure that you enter the correct ID. Remember, if you change a section unique ID, the linked destination does not automatically update.

5. Do you want the submitted data to link to a parent record in Salesforce?

   • If no, go to step 6.

   • If yes, set up the parent-child relationship on the field mapping tab of your Salesforce destination. You can do this in one of two ways, as described in the following table.

   Method	Works when	Example
   %a DREL Data Reference Expression Language (DREL) is used to get form data and metadata and add it to a string, such as dates, usernames, or answers to questions in forms. reference	Records and relationships already exist in your Salesforce org. Use a Data Source Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. to pass the record IDs to questions in your form. Then, you can use the %a DREL reference to extract that data and map it to your Salesforce fields.
   %o DREL reference	You run two or more destinations sequentially to create or update a parent record. When a destination creates or updates Salesforce records, Salesforce responds with the record IDs. In the parent destination, select the option to Store all response outputs… to store these Salesforce IDs. Note:The parent destination must be a Regular destination. In the child Repeatable Destination, use the %o DREL reference to map the output from the parent destination to your Salesforce field: %o[DestinationID][key] where %o is the DREL expression to reference the stored output of the parent destination DestinationID is the unique ID of the parent destination in TrueContext key is the key returned as part of a key:value pair in the Salesforce API response body, typically id. Note:Remember, if you change the parent destination unique ID, the child destination does not automatically update.

6. Complete the configuration, and then Save the destination.

7. In the TrueContext Form Builder, add the relevant destinations to a form in the order you want them to execute. Parent destinations should be before (above) the child destinations.

   

   Note:You can’t attach documents to a Repeatable Destination. This prevents duplication of the same document across multiple records.