In this video, we will show you how to Perform a custom merge to Salesforce files with APEX (using the FormTitan API).
Following are the steps:
* Before starting, please note that:
- your API needs to be enabled.
- your API needs to be enabled.
- the Salesforce button should be enabled, on your form document template.
- If you are merging the Word template and PDF template, make sure that the output for the word template is PDF.
1- Class setup
3- Setup an object to update in Salesforce - this will run after the merge process is done.
1- Class setup
2- Setup email data to send to FormTitan.
This will determine where the merged document link will be sent to, the email subject and body.
This will determine where the merged document link will be sent to, the email subject and body.
3- Setup an object to update in Salesforce - this will run after the merge process is done.
4- Construct the list of records and forms to you'd like to merge.
In this instance, sending 5 accounts, and 3 contacts for merge.
5- Build the request object.
6- Finally build and send the Http request to TITAN.
In this instance, sending 5 accounts, and 3 contacts for merge.
5- Build the request object.
6- Finally build and send the Http request to TITAN.