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In this video will demonstrate an offline account update form the works great for maintaining your customer account informational in Salesforce well click on the account update form to start filling in the information you can brand your forms by adding a company logo or banner first we'll find the Salesforce account record that we want to visit today you can search by name address or any other information that is available in the account record and Salesforce lookups can be enabled to work offline when we select an existing account record it will pre-fill some information on our forum as we switch between accounts the information will be automatically updated we will select the United communications this is a new account and does not have any details recorded we will update the annual revenue employee count and Industry details as these have been marked as required fields we have met two people from their company, and now we can add them as contacts on Salesforce using a repeat group it allows us to create any number of contacts in Salesforce this can be set up for any standard or custom object will fill in the basic contact details and now the profile photo of the person the photo can be captured using a camera or selected from the photo library when we're finished we can click Add to add the contact now we will add the second contact filling in the basic details and adding a profile photo photos can be captured offline and will be available on Salesforce once the device is back online we have captured few notes they want to attach to our account well we use the notes repeat group to add them repeat groups can be used for products tasks and even works with junction objects when we're finished with notes we can click Add to add them you when finished we can submit the form now this will be directly sent to Salesforce if there's no internet connection available entries will be captured offline and sent to Salesforce automatically when the device is back online here you can see the captured enter you on the mobile application you can edit capture form entries and all changes will be sent to Salesforce when we open Salesforce we can see the new account record and all the fields we fill them after scrolling down we can see both contacts that we added on the mobile form and if we click on one of them we will see the contact details and the profile photo that was captured on formula mobile now we can go back to the account and viewer to notes that were attached on the mobile form a PDF version of the mobile form is also attached on the updated account record thank you for watching for further details please visit formula com or email us support @ formula com thank you
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