Executing Salesforce actions after Edit/Add in Salesforce Table

The Salesforce Table windows are used to allow the form fillers to Edit and Add data, However, they can also be used as a trigger, leading up to other Salesforce actions.

How does this work exactly?
All you have to do is:
- create a new Get or Push action
- Link this action to the Edit or Add window, so it will run after the record is updated or created.

In this example we will:
- Create a form with a table  and a full name field.
- The Table will load your accounts from Salesforce when the form opens.
- The filler will be required to enter a contact name in the full name field.
- After he updates an account via “Edit” window - this will trigger the contact’s creation in Salesforce.

Follow the steps:
1- Create a new blank form
2- Drag a Salesforce Table element


3- Configure the columns: Account name, Phone, Website


4- Set the Salesforce Get integration to populate the table fields.
- Go to 'Properties' panel > 'Form' tab > 'Settings' option > 'Salesforce Integration' category > Get from Salesforce
- Press on 'Map fields' button
- Authenticate with Salesforce
- Add object: Account
- Turn on the 'Execute on form load' checkbox


- Choose 'All' in the 'if multiple matches found' radio button and enter a limit of 100.


- Map the fields:
Account name --> Account Name
Phone --> Account Phone
Website --> Website


5- Drag a Full Name element to the form


6- Create a Push integration that will create a new contact in Salesforce from the values entered in the 'full name' field:
- Authenticate with Salesforce
- Choose object: Contact
- Add comment: Create contact after Edit
- Turn on the ‘Use in custom button’ checkbox


- Action: Create
- Map fields:
Last name → Full Name Last Name
First name → Full Name First Name

- Press 'Apply' and save the form

7- Select the Table element on canvas.
Go to 'Properties' panel > 'Element' tab > 'Settings' option > 'Advanced' category.
Turn on the ‘Allow Edit’  checkbox and press on the ‘Configure’ button below it.


8- Make the fields editable: Account name, Phone, Website by turning on the checkboxes


9- Press on the ‘Configure’ button of the ‘Execute Salesforce actions’ option.
And choose the action that will run after edit. In this example it’s called: Contact(create) - Create contact after Edit.’


- Press on the “Add” button, and the action will now be displayed in the table above.


- Press ‘Apply’ and save your form.

10- Now test your form: 
- Publish it as URL
- Wait till the accounts are loaded in the Table
- Fill in a full name for the test (for example: Snow White)
- Now choose an account in the table and press on ‘Edit’ icon
- Make a small change and save it.
- You will now see that the Push action is running after the Update was completed.


- check your Salesforce account and you will find that an Account was updated (done from the Table Edit window) and a new contact was created (Snow White).