Decide on the Type of Salesforce Data Destination
You can use 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. to map data from your submitted forms to any standard or custom object in Salesforce. You can then use this data for record keeping, reporting and analytics, and automated flows and processes.
This topic differentiates between different types of Salesforce Data Destinations. You can choose between the different Data Destinations when you want to update or create new Salesforce records. You can also configure multiple Data Destinations, such as Account and Case, to create or update records with data from the same submitted form.
Available on the Advanced and Enterprise tiers:
Types of Salesforce Data Destinations
There are six types of Salesforce Data Destinations in TrueContext, as described in the following table.
| Type of Salesforce Data Destination | Description |
|---|---|
|
Salesforce Account Salesforce Case Salesforce Contact Salesforce Lead |
These four types use preconfigured, standard Field Labels to make it easier to configure the Data Destinations in TrueContext. You can also map data to Salesforce Custom Fields. |
| Salesforce Standard, Custom, or Big Object |
This type doesn’t provide any preconfigured Field Labels. You must enter the API names of the Salesforce Object and Fields manually. Tip:The TrueContext Describe Salesforce Object functionality shows you a list of API names for the Salesforce Fields in your Object. |
| Salesforce Apex REST |
A Salesforce Apex REST |
Configuration options
All Salesforce Data Destinations—except the Salesforce Apex REST Data Destination—have the following configuration options:
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Destination Basics—to name the Destination, disable the Destination, automatically link the Destination to new forms
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. -
Filtering—to apply conditions that determine if TrueContext sends data to the Destination
Info:When you configure a Data Destination as Repeatable, you can create custom Row Filter Rules for individual rows of a Repeatable Section. This enables you to control which summary table responses the Destination executes.
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Fields—to push specific form data to specific fields in Salesforce
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Attachments—to send images, audio, or other files
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Update Query—to apply conditions for updating an existing record in Salesforce
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Response Configuration—to store response outputs from Salesforce—such as record IDs—for creating multiple records sequentially