Configure Response Data Handling for Salesforce Data Destinations

Response Data Handling enables you to store responses from third-party systems in a ProntoForms Data Destination 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.. This topic demonstrates how you might use response data handling to create parent-child relationships between Salesforce Data Destinations.

Supported on the Advanced and Enterprise tiers:

1. Configure your initial Salesforce Data Destination.

2. On the Destination Basics tab, add a Destination Unique Identifier for the destination. This ID must be unique to each FormSpace FormSpaces are where forms are stored and organized in the ProntoForms Web Portal. A ProntoForms 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..

3. On the Response Configuration tab, in the Response Data Handling section, select Store all response outputs….

4. Save the initial Data Destination.

5. Configure the subsequent Salesforce Data Destination.

6. On the Field Mapping tab, in the Custom Salesforce Fields section, enter the API Name of the Salesforce Field. Then, enter the following 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. expression:

   %o[Destination Unique ID A Unique ID refers to the specific identifier of a question, form page, form section, or Data Destination. Unique IDs are used as reference points when pulling data for conditional logic, Analytics projects, Data Destinations, and Documents.][key]

   where

   • Destination Unique ID is the unique identifier for the initial Data Destination, and

   • key identifies a specific value in the stored response.

   

7. Save this Data Destination.

8. In the Form Builder, add both Data Destinations to your form. The initial Data Destination must precede the subsequent Data Destination.

   Tip:You can use the data stored in a preceding destination in any number of subsequent destinations.