What does our Salesforce integration include?
FormTitan form builder provides a dual integration with Salesforce, which actually makes it a powerful Salesforce form builder. This means that while most applications can only write data into salesforce objects (aka "Push"), FormTitan also enables you to read data from salesforce objects (aka "Get").
What is the "Get" Integration?
unlike the salesfroce push integration, FormTitan form builder can also populate fields values directly from salesforce using salesforce Get integration. The get integration is very simple to use and will allow you to access any salesforce object and to populate data into dropdown, textbox and more...all this without even one line of code.
In addition, you can read from multiple objects at a time, add dependencies and query your objects based on any form value.
How to read from any Salesforce object fields and populate into your form fields
Please note that this post contains a general overview of the "Get" structure, so you can understand the process. However, you can also find detailed, step by step examples of specific "Get" cases here:
Example #1, Example #2
Please note!
Before trying to integrate you should make sure your Salesforce edition enables integration:
To use the API, your organization must be on one of the following 4 editions (the API is enabled by default):
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
Editions with no API Access
- Contact Edition
- Group Edition
- Professional Edition
Read more about Salesforce editions with API Access
Following is a general overview of the "Get" structure.
| 1- | Enter your form in the form builder |
| 2- | Go to "Properties Panel" > "Form" tab > "Settings" Option > Salesforce Integration |
| 3- | Go to the second option: "Get From Salesforce" > Press on "Map Fields" button |
| 4- | The "Get from Salesforce" window will open "Get" is a very general term that refers to drawing data from one or more Salesforce objects. Each Get action you perform on an SF object will be represented in one integration line, so if you are interested in multiple objects being read you will need to create an integration line for each. The first time you open this window - you will, of course, have no lines and you will need to press on the "Add object" button to create your first integration line. Once you create your integration line it will be added to this window and you will be able to edit it using four icons on the right side of the line: edit the line, duplicate the line, delete it or add an integration with a child object. |
| 5- | But first you will need to authenticate with salesforce. Simply enter your Salesforce account credentials. and press on the "Add object" button. |
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A new window will now open, containing 2 categories (out of 8) : Connections and Salesforce object settings. Notice that the second category will be open by default - this is where you start configuring your integration. first category is closed since it is mostly informative.  |
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First category: Connection This category contains: - a label containing the mail address of the Salesforce account you are currently connected to - "Use different salesforce connection" checkbox - which is designed to choose a different SF account for the connection, however you may not use a different connector without a written consent from FormTitan.  |
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Second category: Salesforce object settings - This category will open by default. It contains: - a Dropdown to select a Salesforce object you want to connect to. Once chosen the rest of the categories will reveal themselves. - a Comment textbox - this comment is not for the user, but rather for your use. - "Execute on form load" checkbox, Once turned on will fill the data from Salesforce when the form is loaded.  |
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Third category: Condition - This category contains: - a 'Set Condition’ button. It will open a modal window and ou will need to set a condition. For example: Account Name Equals Account - 'If multiple matches found take ID from’ radio button. This field will allow you to decide what happens when multiple matches are found. You can choose to use the first result, the last result, use all of the results, or choose "Skip" to pass over mapping altogether. - a "limit" textbox to limit your draw when you choose "All". - "ID of section" dropdown - This dropdown contains a list of all the sections in your form. it should be used when you want to display your many results in a repeated section. Since there are sometimes many section elements in one form, and even sections within sections, It may be hard and even impossible at times to cause a specific section to be repeated automatically. This is where this dropdown comes, allowing you to choose which section will be repeated to display many items. - "If not found -run" checkbox that allows you to run a different integration line if no matches were found in this integration line. read about this here  |
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Fourth category: Rule Condition - This category contains: - ‘Rule Condition’ button - this button will open a modal window where you will be able to set a condition. for example: Textbox Contains John You can of course create a more complex rule by pressing on the "Add new condition" button, using brackets and putting "And" / "Or" between the conditions.  |
| 11- | Fifth category: Sort Order- - This category contains: - ‘Sort Order’ button - this button will open a modal window where you will be able to sort the get results. all you have to do is choose a field you want to base your sorting on. and then choose whether the sorting is ascending (ASC) or descending (DESC).  |
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Sixth category: Map fields- This category contains: - a "Set mapping" button to map your form fields to the Salesforce fields. Mapping should be done as follows: A grid will appear, containing your form fields on the left and the Salesforce fields in a dropdown on the right. You will then need to specify which Salesforce fields you would like to map to your form field.  Please note that you can use the filter above to search for fields, or the "Show" dropdown, to narrow your display (to see All/ Mapped fields / Not mapped fields)  |
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Seventh category: Messages This category contains: - "Disable form while loading" checkbox enables you to display a message to the user while this object is loading. - "Show custom message when data not found" checkbox enables you to display a message to the user in case data is not found. - 'Show skip message' checkbox. - when you choose the "Skip" option from the "If multiple matches found..." radio button (in the "Condition" category) it will cause the mapping to be disregarded when, which means the form filler will not see this data populated. with this option in mind you should prepare a custom message for when the Skip occurs. Simply turn on this checkbox and enter a custom text in the box below it.  |
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Once you configure your "Get" integration you can press on "Apply". |
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Now you will see your "Get" request displayed in a single line. The "Get" integration enables you to read from more than one object at a time, so you can easily add more lines to this configuration by pressing on the "Add Object" button at the bottom of the window. You can also read from child objects (Master detail) thus creating a hierarchy, by pressing on the "+" icon. The 4 icons on the right side of each integration line will allow you to do the following actions: - Edit - will enable you to open the relevant line and make changes. - Clone - will allow you to duplicate an existing line and use it as a basis for the new line. - Add - will enable you to add a new integration line. - Delete - will let you delete the specific integration line.  |
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Learn how to read data from salesforce into a web form
Learn how to load multiple values from salesforce into a repeated section