How to use Smart Form Mapping – Create Mapping Set (Deprecated) : Smart Forms Portal

Now that you’ve started creating your Smart Form, you can map data from Salesforce Objects into a Smart Form and map data captured in a Smart Form back to Salesforce Objects.

Create a Mapping in the Designer

1. To create a Mapping you will need to first need to select the Mapping Manager, above the Section Elements.

2. This will open Manage Mappings. Select Create Mapping to create a new Mapping Set.

3. Hover your mouse cursor over the new mapping. You will be presented with two options:

Symbol	Function
Bin	Delete mapping from all forms
Pen	Edit mapping to provide a relevant name

4. Drag the newly named mapping across from All Mappings to This Form.

5. Select the drop-down menu for the new mapping config. This will set the direction in which mappings should be enabled.

6. Mapping data can be configured in 3 ways:

Name	Function
Map from Form Response	Maps data captured from the form into Salesforce
Map to form Response	Maps data from Salesforce into the form
Map to and from Form Response	Enables bi-directional mapping of data to Salesforce

7. Make a selection and select Save to finish.

Now you have created a Mapping Set for your Smart Form, you can now map information from Salesforce to/from the Smart Form. Please see this article for more information on how mapping works: How to use Smart Form Mapping – Create a Data Mapping