In this demo we will show you how to populate related data from Salesforce.
We will show you:
1- How to Get an Account's information and all of the Contacts under this account.
We'll show you a form we've already set up with Account fields we want to populate, and a Hidden field that will store the account Id.
2- How to Insert a Table element to display the contacts
3- How to configure the columns.
4- The Get integration we've configured for the Account object
5- Add a child object: Contact and configure it:
- Choose object: Contact
- The condition will already be set up for you.
- Choose to display "All" contacts and limit it to 50.
- Map the fields in the Table to Salesforce.
6- Test the form:
- Publish the URL.
- Add a parameter to the URL and load the form with it.
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Watch more videos in our FormTitan 101 channel