Salesforce Get Integration Example #1

Last updated Nov 26 2017
Example #1: Get Account Details

In this example we will load the account names into a dropdown, and when the user selects a specific account from this dropdown, the account phone and website URL will be populated from Salesforce.
In addition we will add a hidden field - which can be used to transfer the account id, if needed.

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Following are step by step instructions to populate data from Salesforce:

1- In order for this example to work you will need to make sure you have sample data in your Salesforce "account" object.
Simply enter Salesforce, add a few accounts and make sure they all have phone numbers and website urls.
2- Open the form builder and create a new blank form.
3- Drag a Dropdown element.  
Change its label text to: "Choose Account Name" (in "Properties panel" > "Element" tab > "Settings" option)
Remove all of the dropdown's default items, and turn off the "Add Other" checkbox.

4-

Drag 2 labels and place them one above the other.
Change the upper label text to "Account Phone"  (in "Properties panel" > "Element" tab > "Settings" option >text) - we will use this as a simple regular label
Change the Lower label text to "Phone #"  (in "Properties panel" > "Element" tab > "Settings" option >text) - we will populate the account phone number into this label.
* It is recommended to make the lower label wider so the populated text will not break. To change its width simply select the label and pull its right handles to the right. You can also change width in the elements style settings (in "Properties panel" > "Element" tab > "Style" option >"Size & Position" category > width )

5-

Drag 2  more labels and place them one above the other. 
Change the upper label text to "website  URL"  (in "Properties panel" > "Element" tab > "Settings" option >Text) - we will use this as a simple regular label
Change the Lower label text to "website #"  (in "Properties panel" > "Element" tab > "Settings" option >text) - we will populate the account website number into this label.
* It is recommended to make the lower label wider so the populated text will not break. To change its width simply select the label and pull its right handles to the right. You can also change width in the elements style settings (in "Properties panel" > "Element" tab > "Style" option >"Size & Position" category > width)

6-

Drag a "hidden" element and change its name to "account_id" (in "Properties panel" > "Element" tab > "Settings" option >Name) 
The hidden element is not displayed in the form, it is only used to store data - in this case it is added to the form to store the account id in it, in case you want to transfer this id.

7-

Drag a submit button

8-

Give the form a name  (in "Properties panel" > "Form" tab > "Settings" option > "General" category > Form Name) 

9-

Save the form (In the Upper toolbar)
10- Now that the form is created you will need to set up the "Get" integration:
Go to  "Properties panel" > "Form" tab > "Settings" option > "Salesforce Integration" category > Get From Salesforce 
Press on "Map fields" button - this will open the "Get" window, where you will need to configure the "Get" integration.

11-

First authenticate with Salesforce and then press on the "Add Object" button.

12-

a window will now open, where you will be required to configure what you are going to "Read" from the SF object.
Under "Salesforce Object Settings" category:
- Start by selecting  the object from the dropdown - in this case, the "Account" object.
- Turn on the "Execute on form load" checkbox - this will make sure that the account names are populated in the dropdown when the form is loading.


More categories will now appear - Open the "Condition" category:
- In the "If multiple matches found take ID from" radio button choose the last option: "All".
- In the Limit textbox enter a number of accounts. In this example: 500.


Open the "Map Fields" category:
- Press on "Set mapping" button


and map the form field (Choose account name) to your SF field (Account name). 


Press on "Apply" to save the mapping.

13-

Now you will see a line has been added to your integration window - this line populates all your SF account object names into your account dropdown.
On the left side you will see its number is "1" and its name is "Account" (based on the object you chose) 
On the right side you will see 4 icons: Edit, Clone, Add and Delete.
Pressing on the "Add" icon from a specific line will allow you to configure a line under it - in hierarchy.

14-

Press on the "Add Object" button again to add another "Get" line.
- Select the "Account" object from the dropdown.
- Choose "All" in the "If multiple matches found" radio button
- Press on the "Set condition" button


- Set the following condition: Account ID Equals Choose Account Name Value
- Press "Apply"


- Press on the "Set mapping" button 


- Map the following
Fld6 (This is the field id of your phone field in the form) : Account Phone
Fld7 (This is the field id of your website field in the form) : Website
This will draw all the selected account details into these fields.
- Press "Apply".

15-

Now you will have 2 lines in your "Get" integration window. Press "apply" and save the form.

16-

 Publish the form as "url" to test it
Open the dropdown element and you will see your accounts from Salesforce.
Choose an account and you will see its Phone number and website details populated in the labels.

Learn how to Get Account Contacts Details
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