Adding custom fields to your webform allows you to capture important information from your customers. Whether it's their customer number or the address for a field visit, Salesforce makes it easy to customize your forms.

Overview

All Salesforce rules for fields apply, so you can use text, picklists, checkboxes, or any field type you need. However, setting this up requires some familiarity with Salesforce’s setup area. Be aware that Salesforce doesn't always display field names clearly, so you might need to experiment to ensure you're selecting the correct ones.

Note for Leads Users: Check the special instructions at the end of this article.

Step-by-Step Instructions

Section One: Creating and Editing Field Sets in Salesforce

1. Ensure Fields Exist in Salesforce

• Ensure the fields you want to add are present in your Contact (and Lead, if applicable) objects in Salesforce. Follow these instructions to add fields.

2. Access Field Sets

• Go to Setup, select Object Manager, then Contact, and then Field Sets.

3. Modify Field Sets

• Select the Appointiv Webform Contact Field Set to add or remove fields.
• Set the "required field" option for any fields you want customers to fill out.

4. Optional: Create a New Field Set

• If you don't see the fields you need, create a new field set from scratch to access all your custom fields.

5. Save Changes

• If you only update the existing field set, go to the Configure - Online Booking Form page and click Save to push the changes to the booking form app.

Section Two: Adding Field Sets to Appointment Types

If you only modified the existing Appointiv Webform Contact Field Set, your Appointment Types may already be using it. However, if you created a new field set, follow these steps to add it to your Appointment Types:

1. Access Appointment Types

• Go to the Appointiv Configure screen and select one of your Appointment Types.

2. Edit Appointment Type

• Open the edit screen for the Appointment Type you want to update and go to the Field Settings section.

3. Configure Field Settings

• You'll see two main sections: one for the Online Booking Form fields and one for the Internal Appointiv booking fields.
• The Online Booking Form fields control what your customers see and fill out.
• Ensure fields that should be saved to the Contact object (e.g., name, address) are correctly mapped. Fields relevant to a specific appointment (e.g., reason for the appointment) should be saved to the Appointment object.

Important Notes

• Required Fields: Any required fields on your Lead, Contact, or Person Account objects need to be filled in on the webform. Salesforce will throw an error if these are not included. We’ve made it easier by automatically including all required fields on the webform. If unwanted fields appear, check if they are marked as "Required - Always require a value in this field in order to save a record" in the object settings and untick this option if necessary.

Special Instructions for Leads Users:

• For those of you who have selected "Create New Records as Leads" in the Customer Matching and New Record Creation Settings section on the Application Settings tab on the Configure page.
• Salesforce will create a new customer as a Lead if no matching record is found from the information entered on the online booking form.
• To allow this to happen, the online booking form will always present the field sets from the Lead object. Ensure you have matching fields in both Lead and Contact objects. Test with a new customer (creating a Lead) and an existing customer (updating a Contact) to ensure everything is working correctly.