Wouldn’t it be swell if you could click on a button and (shazam!!!) have your form appear in a selected Salesforce object layout? This can now be done...all you have to do is:
- install the latest Titan appexchange version
- Create your form in the form builder, and make sure you have a hidden field in it to store the record ID.
- Click on the “Publish” icon in the top menu.
- Select the “Salesforce” publish method.
- in “Salesforce Object:” field - Select the SF object you want to insert the form in its layout.
- in “Field Record ID:” field - Select Hidden field in your form.
- in the “layout” field - Choose the Layout name.
- Press on the “Deploy” button.
- Head over to relevant Salesforce layout and you will see the form embedded there.
Watch how to use the Deploy functionality when publishing your to Salesforce
Enjoy!
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