What does our Salesforce integration include?
FormTitan form builder provides a dual integration with Salesforce. This means that while most applications can only write data into salesforce objects (aka "Push"), FormTitan also enables you to read data from salesforce objects (aka "Get").
Editions with API Access
What is the "Get" Integration?
unlike the salesfroce push integration, FormTitan form builder can also populate fields values directly from salesforce using salesforce Get integration. The get integration is very simple to use and will allow you to access any salesforce object and to populate data into dropdown, textbox and more...all this without even one line of code.
In addition, you can read from multiple objects at a time, add dependencies and query your objects based on any form value.
How to read from any Salesforce object fields and populate into your form fields
Please note that this post contains a general overview of the "Get" structure, so you can understand the process. However, you can also find detailed, step by step examples of specific "Get" cases here:
Example #1, Example #2
Before trying to integrate you should make sure your Salesforce edition enables integration:
To use the API, your organization must be on one of the following 4 editions (the API is enabled by default):
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
Editions with no API Access
- Contact Edition
- Group Edition
- Professional Edition
Read more about Salesforce editions with API Access
Following is a general overview of the "Get" structure.
|1-||Enter your form in the form builder|
|2-||Go to "Properties Panel" > "Form" tab > "Settings" Option > Salesforce Integration|
|3-||Go to the second option: "Get From Salesforce" > Press on "Map Fields" button|
|4-||An integration window will open and you will need to do the following in order to set it up:|
|5-|| First you will need to authenticate with salesforce. Simply enter your Salesforce account credentials.
a new window will now open, containing 4 categories, in which you will need to configure your integration.
First category: Salesforce object settings - This category contains:
- a Dropdown to select a Salesforce object you want to connect to
- a Comment textbox - this comment is not for the user, but rather for your use.
- "Execute on form load" checkbox, Once turned on will fill the data from Salesforce when the form is loaded.
Second category: Condition - This category contains:
- a "Set Condition" button
- "if multiple matches found take ID from" radio buttons - to define what will occur if multiple matches are found by choosing First / Last / Skip/ All.
- a "limit" textbox to limit your draw.
Third category: Map fields- This category contains:
- a "Set mapping" button to map your form fields to the Salesforce fields.
Mapping should be done as follows:
A grid will appear, containing your form fields on the left and the Salesforce fields in a dropdown on the right.
You will then need to specify which Salesforce fields you would like to map to your form field.
Please note that you can use the filter above to search for fields, or the "Show" dropdown, to narrow your display (to see All/ Mapped fields / Not mapped fields)
Fourth category: Messages This category contains:
- "Disable form while loading" checkbox enables you to display a message to the user while this object is loading.
- "Show custom message when data not found" checkbox enables you to display a message to the user in case data is not found.
Once you configure your "Get" integration you can press on "Apply".
Now you will see your "Get" request displayed in a single line. The "Get" integration enables you to read from more than one object at a time, so you can easily add more lines to this configuration by pressing on the "Add Object" button at the bottom of the window.
You can also read from child objects (Master detail) thus creating a hierarchy, by pressing on the "+" icon.
The 4 icons on the right side of each integration line will allow you to do the following actions:
- Edit - will enable you to open the relevant line and make changes.
- Clone - will allow you to duplicate an existing line and use it as a basis for the new line.
- Add - will enable you to add a new integration line.
- Delete - will let you delete the specific integration line.
Learn how to read data from salesforce into a web form
Learn how to load multiple values from salesforce into a repeated section