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Overview

Connecting a Fillout form to Salesforce enables users to automatically sync form responses into a Salesforce object. Existing fields are mapped automatically, however you can still made edits and updates with manual mapping. Fillout also lets you create records on multiple objects with a single form using master-detail relationships. A master-detail relationship creates a parent–child connection between two Salesforce records. Add this to your form to let respondents fill out a parent form and a subform to create related records, adding as many as needed.

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How to set up

1

Add a relationship field

On your Salesforce-connected form, add a Relationship field from the left-hand panel. These are marked by .Screenshot 2025-12-12 at 7.16.29 PM.png
Objects must be linked via a master-detail relationship, not a lookup relationship.
For example, let’s link our Fillout form to the Contact object. For the relationship field, we’ll pick Individual ID. When a respondent adds a new record, a small popup form (subform) will open for entering the related information.
2

Enable record creation

Click the field’s to enable Can create new records?.Screenshot 2025-12-12 at 5.04.20 PM copy.pngIn the right-hand panel, you can also:
  • Edit record creation form - modify the subform used for creating new records
  • Only show new records - let respondents create new records, but not select existing records
  • Pass information to subform - specify fields or info from your main form to the subform
You have to register URL parameters in your subform first. Check out this short guide.
3

Publish and share

When everything’s set, click Publish to make the changes reflect. That’s it! Every form submission will now be created as records on both Salesforce objects.Screenshot 2025-12-12 at 5.09.32 PM.png

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Salesforce guides

Create a Salesforce form

Add or update records with a form.

Update Salesforce records

Edit existing records and pre-fill fields.