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Displaying success messages or setting redirects with Forms

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With Forms, you have the ability to customize success messages that appear after a form submission is made or to redirect the submitter to another page of your choice. You can also choose one of those two options for instances where the Forms page is used to create a new record or for instances where it is used in conjunction with Directories page to edit an existing record.

The success message can include text or variables corresponding to field values of the new record created in Salesforce from their form submission. NOTE: These field values for the new Salesforce record need not be fields included on the Forms page itself to be included in the success message.

To define what is displayed after a submission is successfully processed:

  • Open the Forms page you wish to customize
  • Click Options
  • Scroll down to Submission Messages
  • For After Editing, choose Display Success Message or Use Return URL
  • For After Submitting, choose Display Success Message or Use Return URL
  • For Return URL, identify the URL you wish to redirect the end user to, if you have selected Use Return URL for either For After Editing or For After Submitting. This URL can be a relative link rather than an absolute link, if pointing to a page on your site. You can also include variables that reference fields in the Salesforce object for the record created by their submission. The format for these variables is {$FieldName}. Common examples include {$FirstName} and {$LastName}.

    NOTE: Variables referencing fields in the Salesforce object can only be used per redirect.

  • For Success Message, use the editor to enter the text you wish to appear, if you have selected Display Success Message for either For After Editing or For After Submitting. You can include images and other elements that will appear if the recipient's email service accepts HTML-formatted emails. You can also include variables that reference fields in the Salesforce object for the record created by their submission. The format for these variables is {$FieldName}. Common examples include {$FirstName} and {$LastName}.

    NOTE: Variables referencing fields in the Salesforce object can only be used per confirmation message. In other words, you cannot use {$FirstName} as part of the salutation and then again in the text of the email.

  • Click Save
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