Adding a chart based on Salesforce data to the form

Last updated Aug 12 2018

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.



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