Add and refresh a Salesforce table control using a custom button

Last updated May 04 2018

In this demo we will show you how you can use FormTitan's custom button control to execute Salesforce actions.

We will have a Salesforce table that shows the contacts for the account, add a custom button to filter those Salesforce contacts by the lead source field.

Instead of using the table's add functionality we will use a custom Salesfore action button to add a new contact and refresh the table to show that the contact has been added.

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