> ## Documentation Index
> Fetch the complete documentation index at: https://fillout.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Create records on multiple Salesforce objects

> Let respondents create new Salesforce records from your main form and subform at the same time.

## Overview

Connecting a Fillout form to Salesforce enables users to automatically sync form responses into a Salesforce object. Existing fields are [mapped automatically](https://www.fillout.com/help/salesforce#how-it-works), however you can still make edits and updates with [manual mapping](https://www.fillout.com/help/additional-integration-mappings#how-to-map-fields-manually).

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.

## How to set up

<Steps>
  <Step title="Add a relationship field">
    On your [Salesforce-connected form](https://www.fillout.com/help/salesforce#how-it-works), add a `Relationship field` from the left-hand panel. These are marked by <Icon icon="file-magnifying-glass" iconType="solid" size={22} />.

    <img src="https://mintcdn.com/fillout-005a867b/sU6ePrpWcjPfn3VR/images/Screenshot2025-12-12at7.16.29PM.png?fit=max&auto=format&n=sU6ePrpWcjPfn3VR&q=85&s=9d7ffca8f1a295e8e1fc50ac4cf227fb" alt="Screenshot 2025-12-12 at 7.16.29 PM.png" title="Screenshot 2025-12-12 at 7.16.29 PM.png" style={{ width:"34%" }} width="504" height="404" data-path="images/Screenshot2025-12-12at7.16.29PM.png" />

    <Warning>
      Objects must be linked via a master-detail relationship, not a lookup relationship. Additionally, required Salesforce fields must be filled out by respondents in order for the results to sync.
    </Warning>

    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.
  </Step>

  <Step title="Enable record creation">
    Click the field's <Icon icon="gear-complex" iconType="solid" /> to enable `Can create new records?`.

    <img src="https://mintcdn.com/fillout-005a867b/sU6ePrpWcjPfn3VR/images/Screenshot2025-12-12at5.04.20PMcopy.png?fit=max&auto=format&n=sU6ePrpWcjPfn3VR&q=85&s=7331c56d59aedccfa60f46f7297e69b8" alt="Screenshot 2025-12-12 at 5.04.20 PM copy.png" width="2606" height="1443" data-path="images/Screenshot2025-12-12at5.04.20PMcopy.png" />

    In 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

    <Warning>
      You have to register URL parameters in your subform first. Check out [this short guide](https://www.fillout.com/help/url-parameters#how-to-add-a-url-parameter-or-hidden-field).
    </Warning>
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/fillout-005a867b/sU6ePrpWcjPfn3VR/images/Screenshot2025-12-12at5.09.32PM.png?fit=max&auto=format&n=sU6ePrpWcjPfn3VR&q=85&s=78086fc5d0c84c3672ff9a58a53bfbbf" alt="Screenshot 2025-12-12 at 5.09.32 PM.png" width="2634" height="1446" data-path="images/Screenshot2025-12-12at5.09.32PM.png" />
  </Step>
</Steps>

## Salesforce guides

<CardGroup cols={3}>
  <Card title="Create a Salesforce form" icon="salesforce" iconType="solid" color="#FFC738">
    Add or update records with a form.
  </Card>

  <Card title="Update Salesforce records" icon="arrow-rotate-right" iconType="solid" color="#FFC738" href="/salesforce-update-form">
    Edit existing records and pre-fill fields.
  </Card>
</CardGroup>
