How do I use the Salesforce Action button for Get?

Last updated Feb 20 2018
Get the data from Salesforce using a custom button

Custom SF buttons are buttons designed especially for working with Salesforce. They are located in the "Elements panel" under the "Salesforce" category and their purpose is to allow users to push or get the data to/from SF (without having to submit the form).

This is an example of how to configure the action button to Get data from Salesforce.
Follow the steps:

1- Create a new blank form in the form builder.
2- Drag a section. make it a bit bigger and drag 2 textboxes inside it:
The reason we are using a section is because we want to read multiple accounts, and this this will allow us to do so by automatically repeating the section.




- Select the first textbox and change its label to "Account name". (in "Properties" panel > "Element" tab > "Settings" > "Basic" category > Label)
- Select the second textbox and change its label to "Account phone".


3-  Delete the default submit button
4-  You will now need to configure your Get integration with Salesforce: to read account names and phone numbers.
Go to "Properties" panel > "Form" tab > "Settings" > "Salesforce Integration" > "Get from salesforce"
and press on the "Map fields" button.

The integration window will now open and you will need to configure it like so:

- In the "Salesforce object settings" category -choose the "Account" object 
- Turn on the "Use in custom button" checkbox - this will make this Get action triggered by a custom button.


- In the "Condition" category - press on the "Set conditions" button and set the following rule:
Account Name contains Other: "a"
- press on apply to save the condition


- Choose "All" in the "If multiple matches found take ID from" radio button and set a limit of 100.


- Open the "map fields" category  and press on "Set mapping" button.
- map Account name --> Acoount Name
and account phone --> Account Phone.
- Press on "apply"
- Save your form.

 5- 

You will now see 1 line of integration was created:



 6- 

Add the custom button to your form

- Drag a button from ""Elements" panel > "Salesforce" category> "Button"
Place it to the right of your section


- a window will open and you will need to connect the button to its action : 
Open the "Process" dropdown , choose "Account (get)" and press on "add" button next to it. 
it will then be added to a table above.




* Please note - if you are working on a multi-page form then another field will be added to this window: 'Go to Page' dropdown.
Using this field you can add another functionality to this Action button, so it doesn't just get data from Salesforce, but also moves the form filler to a different page after that.
Read how to do this


- "Process mails after push" - By turning on this checkbox you can have your emails sent once the custom Get is executed


- "Redirect after finish" - Turn this checkbox on if you want to redirect the form after this custom Get. It will then open a few fields you will need to set:
   Url: Choose the form field you would like to draw the URL from.
   Open in: you will be able choose between Self and Parent. 
   Set parameters - you can choose parameters that will be added to the URL in order to pre-fill fields in the form. In this case we will turn on the 
Press on the "Set parameters" button and set them:
Turn on the "Use" checkbox in the rows of the fields you would like to prefill. 
Enter a Param name - in this case we will use the id of the field you want to pre-fill in the form you redirected to: fld2


- Press on "Apply" and Save the form
- Select the button on canvas and change the text on it to "Get accounts". (in "Properties" panel > "Element" > "Settings" > "Basic" > Button text)




 7- 


Now publish the form as URL to check it.
Press on the 'Get accounts' button and all the accounts containing "a" in their name will be drawn instantly and displayed in a repeated section.



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