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Use a Default Value to Populate Blank Fields or Overwrite Existing Values when Editing Salesforce Records

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The Soapbox Engage Forms app is a multidimensional tool that can be used for conducting surveys, keeping member information up-to-date, receiving applications, and much more. It can be used to both create new records in Salesforce and, in conjunction with our Directories app, edit existing records. Thanks to this update, administrators can populate blank field values or overwrite existing field values with a default value they define when a user edits existing records from Salesforce.

For example, if a membership organization utilizes the Forms app and User Integration add-on (“portal”), an admin can set a hidden date field on the Form to overwrite the preexisting date on the Salesforce record whenever a member updates their information. This way the organization knows who has updated their information recently and who hasn’t! It’s simple to do - when you’re editing the desired form go to Add Salesforce Element > scroll down to Overwrite Existing Field with Default Value on Edit > set it to Yes.

Highlights

  1. Administrators can populate blank values or overwrite existing values in a Salesforce record field using the Default Value in the Forms App.

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