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From Setup, enter Data.com Administration, then click Field Mapping. Find the field you want to map, and select the custom mapping from the list box next to the field. Click Save.

Open FormAssembly in Salesforce The FormAssembly AppExchange App lets you open FormAssembly inside of Salesforce. Using SSO, you'll be able to do all your data collection and Form Building work in one browser tab.

Conditional Rules If you would like to prevent your form from being submitted based on a form field, you can use our "conditional submit" feature. This feature will show or hide the submit button based on your set criteria. Clicking Edit will open the Conditional Rules Editor modal.

Edit or Delete a Field Mapping Click the NPSP Settings tab. ... Click System Tools | Advanced Mapping. Click Configure Advanced Mapping. In the row for the Object Group with Field Mappings to edit or delete, click and select View Field Mappings. In the row for the Field Mapping to edit, click and select Edit.

To use Conditional Logic, click on a field within the form builder to edit it. This is the field you will show or hide based on choices made in previous fields. Click the chevron next to Logic and then click the button "+ Add Logic." From here, you can add Logic to your form.

How to create better forms with conditional form fields (CFF) Step 1: Create a form. The first step is simply to create a form that includes all possible fields. ... Step 2: Indicate the field's conditions. ... Step 3: Relate conditional fields to their trigger field.

Map your form fields to Salesforce Select the Salesforce field from the These Salesforce Fields: list. Then, choose where the value will come from in the Get Their Value From: drop-down. Click OK, then map any additional fields by clicking the Map Another Field button.

The Conditional Step allows you to conditionally route your workflow to one or more paths based on one or more rules. You can even customize the conditional logic for these rules! To add this step to your workflow, click the "Add Step" button on your Map and then select Add a Conditional from the dropdown menu.

Field Mappings are a key component of Advanced Mapping. Field Mappings connect fields on the NPSP Data Import object?where you initially bring data into Salesforce?to fields on the target object?Account, Contact, Opportunity, or other objects.