The Chart element under the ‘Salesforce’ category in the ‘elements’ panel allows you to display information from salesforce in a graphic way, in real time.
This can easily be done - try for yourself!
In the following example we will show you how to add a bar chart that shows the number of accounts according to each account type.
Following are steps:
1- drag a chart element
2- A chart settings window will automatically open and you will need to choose the chart type.
3- Choose Bar and press on “Next”
4- Press on the “configure salesforce integration”
- Select an object: Account
We will not add a condition this time
5- Press “Next”- Set the chart as follows:
Aggregate By: Count
Count By: Account ID
Chart period: without
Label: Account type
Group By: Account type
- Press ‘apply’
6- Select the chart on canvas and make it bigger
* While the chart is selected you can always press on the “Map fields” button
And change its settings if you want to.
* In order to add other types of charts you can do the same exact process, only choose a different chart type.
7- Test the form:
Publish it as URL
Please note - This feature is included in our ‘Advanced tools’, which requires a special license. Find out which license includes the 'Advanced tools' in our Pricing page.