Data Providers
Salesforce

Create records in objects

5min

Create records in Salesforce objects straight from your mobile device. If you at a customer and want to create a new account with the customer or capture a new opportunity while having coffee with a prospect, you can design a form and use the Salesforce provider's create method.

You can use the object reference for Salesforce, https://workbench.developerforce.com/login.php, or the Salesforce schema builder to check the objects, required fields, and relationships. The minimum needed to create a record is based on the required fields.

Salesforce schema builder
Salesforce schema builder


Examples and code snippets

Examples are based on test data in a demo Salesforce environment. Copying the sample code must be adjusted to represent your own Salesforce environment.



Create a Salesforce Account record

Creat an Account object
Creat an Account object


This example uses a default type with a a component.form. Certain of the Salesforce's Account object's fields are used to create a basic account record. You can add any additional fields you require.



salesforce-create-account.jigx


Create a Salesforce Opportunity record

This example uses a default type with a component.form. Certain of the Salesforce's Opportunity object's fields are used to create a basic record. You can add any additional fields you require.

New opportunity
New opportunity

salesforce-create-opportunity.jigx