Getting data from Salesforce
If you're using Salesforce as your online CRM you must be constantly adding data and updating it, because there is no other way to maintain an up-to-date database. A great thing about having a well managed salesforce account is that you can always rely on the data stored in it in your other activities.
Extracting the data from Salesforce is apparently not so common among online form builders. Many have an SF integration but only few provide the ability to extract data in a limited way. In fact, FormTitan is the only Form platform that allows you to fully extract data from any and every object in SF (Custom or regular). and above all this - extracting the data is done in real time, with no delays.
How do I extract data from Salesforce into my web form?
FormTitan enables you to read data from SF into your form fields, into a lookup field and into a SF table field. and allow your web form fillers to not only view data, but also to add and update data. and guess what? It's all done with zero coding.
All you have to do is simply:
- Set a salesforce Get integration
- Authenticate with Salesforce
- choose if you want to have the data read once the form is loaded or set a condition to define when it loads.
- Map your SF fields to your form fields
and that's basically it.
Read more about the Salesforce Get
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