Creating Forms with Person Account fields

In this blog we will create forms for those who has enabled the person account in there org:

A Person Account is an object that combines fields from the standard Account and Contact objects. When you create a Person Account record, the data is still stored in separate Account and Contact records "under the hood" of the Salesforce runtime. But in the user interface, you see a single, unified record.

In Person Account when an Account is Created, Related Contacts will created automatically.

Steps to Create Forms in Forms Made Easy :

Step 1 : Go to the My Forms tab and click on the Create New Form Buttons.

Step 2 : Enter the Form Name and Select Form Type.

Step 3 : Select Account as a Primary Object and Click on Create Form Buttons.

Step 4 : Go to the Object Fields and Click on Account.

Step 5 : Drag & Drops First Name and Last Name Fields From Account.

Step 6 : Click on Publish buttons.

Step 7 : Click on Publish Form button.

Step 8 : Click on Done.

Step 9 : Click on Copy Link to copy the form link or click on Open Buttons to open the forms.

Step 10 : Fill the Details in the Person Account Form and Click on Submit.

Step 11 : Go to the My Forms tab and refresh the page.

Step 12 : Click on Submission Buttons to views the total Submissions.

Step 13: Here, all submissions for that form will be displayed.

Step 14 : Click on View Records and then Click on Preview Buttons to view the created record.

Step 15 : Accounts and Related Contacts Are Created Successfully.

Business Accounts :

Steps to create Business Accounts Forms in Forms Made Easy :

Step 1 : Go to the My Forms tab and click on the Create New Form Buttons.

Step 2 : Enter the Form Name and Select Form Type.

Step 3 : Select Account as a Primary Object.

Step 4 : Click on + icons and Select Contact (Account Id) as a Child Objects.

Step 5 : Click on Create Form Buttons.

Step 6 : Contact Last Name automatically populated on the forms. Because it is mandatory fields in Contact Creation.

Step 7 : Go to the Object Fields and Click on Account.

Step 8 : Drag & Drops Account Name Fields From Account.

Step - 9 : Click on Contact and drag & drop the First Name fields.

Step 10 : Click on Publish buttons.

Step 11 : Click on the Publish Form button.

Step 12 : Click on Done.

Step 13 : Click on Copy Link to copy the Form URL or click on the Open Buttons to open the form.

Step 14 : Fill the Details in the Business Account Form and Click on Submit.

Step 15 : Go to the My Forms tab and refresh the page.

Step 16 : Click on Submission Buttons to views the total Submissions.

Step 17 : Here you will see all the submissions of the form.

Step 18 : Click on View Records and then Click on Preview Buttons to views the created record.

Step 19 : Accounts and Related Contacts are Created Successfully.