Salesforce


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Learn how to use the FormTitan - Salesforce integration.

Create a multi page form with Salesforce integrationPush data to a single Salesforce object Push data to a few Salesforce objects in one formPopulate a picklist from SalesforcePopulate form data using a parameter in the URLPopulate related data from Salesforce in your form fieldsPopulate multiple records from Salesforce with a repeated SectionDisplay images from Salesforce in your formCreate a form that combines Get and PushWorking with the Salesforce TableUsing the Lookup elementWork with related records in Salesforce formBase your Get action on a Lookup Get - Object settingsGet - object settings: CommentGet - object settings: Use in custom button / actionGet - object settings: Execute on form loadGet - ConditionGet - Condition: load picklistGet - Condition: if multiple matches found take id fromGet - Condition: If not found runGet - Condition: LimitGet - Condition: ID of sectionGet - Build a condition with And/Or bracketsGet - Condition: Date keyword valuesGet - Condition: Show friendly conditionGet - Condition: Remove empty conditionsGet - Group byGet - Group by: HavingGet - Sort orderGet - Map fieldsGet - Map fields: custom optionGet - MessagesGet - Messages: Disable form while loadingGet - Messages: Show skip messageGet - Messages: Show custom message when data not foundGet - TranslationGet - Meta cachingGet - Rule ConditionGet - Record typePush: Object settingsPush - Object settings: CommentPush - Object settings: Use in custom button / actionPush: ActionPush- Action: CreatePush- Action: UpdatePush- Action: DeletePush - Action: FindPush - Action: If multiple matches found take ID fromPush - Action: If not found any matchPush - Action: Dont override if emptyPush - Action: Ignore Assignment RulesPush - Action: Validate fieldsPush - Action: Set ConditionPush - Action: Record Id modePush: Rule conditionPush: Map fieldsPush - Map fields: If settingsPush - Map fields: Conditional mappingPush: MessagesPush - Messages: Show error message to usersPush - Messages: Disable form while savingPush: Payment IntegrationCustom Push/Get actions - OverviewCustom Push/Get actions: Return record IDCustom Push/Get actions: Process mails after pushCustom Push/Get actions: Generate DocumentCustom Push/Get actions: Go to pageCustom Push/Get actions: Redirect after finishCustom Push/Get actions: Ignore validations and mandatory fieldsCustom Push/Get actions: Execute per repeated itemCustom Push/Get actions: Custom section actionCustom Push/Get actions: Execute get in parallelCustom Push/Get actions: Run in backgroundCustom Push/Get actions: Configure Push/Get integrationCustom Push/Get actions: On Completion ScriptCustom Push/Get actions: Custom execution orderRight to left functionality in Titan Document SignDynamic item caption in Checkbox and Radio button
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