Read from Salesforce (Get)

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Read data from any Salesforce object, custom or standard (Get) to populate your form fields in real time from Salesforce.
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Pass parameter to the form to load data from Salesforce Salesforce - Check Contact Or Lead FormTitan Integration with Salesforce for beginners Display Salesforce account object attachments (files)Manipulate hierarchical Salesforce data using a table control Show all Salesforce contacts and drill up to the account Search for an account in SF, display and filter its opportunities Check if an email is a lead in SF and convert it to a contact working With salesforce many to many data objects Use a repeated section control to read and update Salesforce contacts Add new Salesforce accounts using a table with row limit Working with integration logs to diagnose Salesforce API issues Get translated Salesforce picklist Display and download Salesforce documents by scope Use smart verification to ensure the identity of Salesforce user who is filling the form Use smart verification for Salesforce with session and advanced usages Lookup an account in Salesforce and display its details Create a new Salesforce lead if one doesnt exist or if we have multiple Add and refresh a SF table control using a custom button Use the Country and State picklist from Salesforce to update an account using a form Use static Boolean values on a form and Salesforce Customize the labels of the SF lookup and table controls Customize labels and date format of the SF table control Set dropdown value from Salesforce and limit the available options for it on a form Use the new text editor on a digital form to add rich text data to a Salesforce contact Use a slider control on a digital form to read and update Salesforce Account data Lazy load Salesforce data per page using a digital form Load data from Salesforce into Google Map Load a custom list from Salesforce and into a Dropdown Use Salesforce lookup fields to get the related object on a digital form Use dropdown with subset of values from Salesforce on a digital form Generate a PDF preview of a digital form based on Salesforce data and edit it Populate multiple Salesforce records into a table in your PDF Embed a FormTitan form in Salesforce Classic or Lightning Forms with Salesforce flow and lightning components Salesforce approval process via FormTitan Display a form only within your salesforce org Use Polymorphic field relationships to query parent objects with formtitan Calendar element for Salesforce Post Message to embedded form in Salesforce Starts with condition in Get and Push Ends with condition in Get and Push Using Salesforce Table custom actions Change the size of your embedded conditional form Email from Salesforce using FormTitan SSO with Salesforce as IDP Set a dynamic file name to your generated document Work with related records in Salesforce form Sync a Dropdown element with Salesforce from the Element settings Sync a Checkbox element with Salesforce from the Element settings Sync a Radio button element with Salesforce from the Element settings Add a Header and Footer to your Smart V window Base your Get action on a Lookup Use Salesforce session with SSO Create a Push action based on a Lookup Manually set up a Multi Picklist in a Dropdown Manually set up a Multi Picklist in a Checkbox Lookup Auto suggest Using the File Viewer element Creating a multi Get condition Creating a Multi object Lookup Using the Multi Lookup with SOSL Using a Multi dependent Picklist Adding a new record via Salesforce Lookup Load a Salesforce picklist into your form based on Record type Load a Picklist from Salesforce based on Record type Using Smart V for Salesforce without an Email field Creating a Search box for Salesforce records using Search Pattern Custom Get action for a specific item line in a repeated Section Adding or Removing item lines in repeated section after custom Get action Use Date formats in Salesforce Get / Push conditions Distinct option in Dropdown element Run your Get actions from Salesforce in Parallel mode

Run your Salesforce actions in the background Applying formats to the Salesforce table data Salesforce IN clause Setting Order of Execution for custom actions Configuring Salesforce integration from the field settings Query custom Metadata types from Salesforce Pass newly created record value to a lookup Enable custom translation when using Salesforce picklist Use/Edit Lookup Inside table and write conditions Populate a lookup using a URL Merge attachments from Salesforce and push to attachments in SF Merge Files From Salesforce in Formtitan and push merged document back to Salesforce Execute Apex code directly from Formtitan Show/hide section items dynamically based on custom criteria How to populate dynamic items via apex in Formtitan Refine Multi-select picklist from Salesforce using Checkbox How to filter repeated items based on a parameter Populate checkboxes using parameters through a URL Add and display a summary in your table and map it to a PDF Setting the styles for the Table summary row Inline edit for Reference field in the SF Table Map fields inside Smart V to populate data on sign in Working with: Multiple Salesforce objects, Related records, and Nested objects Get your form fields to auto-populate from Salesforce after a push action Custom Mapping In Lookup How to read related files from Salesforce ?Remove user from profile group in collaborators using API Read related files from Salesforce Re-submit partial data into Salesforce Without Creating Duplicates Identify On Load Actions In the Salesforce Get integration window Identify Custom Actions In the Salesforce Get integration window Identify Auto triggered Actions In the Salesforce Get integration window How to read data from Salesforce using switcher Get Lookup data from Salesforce using relationship queries Working with Variables/ Hiddens in your form Locate fields and picklists that were added in Salesforce Set the sort Order for Country and State Picklist pulled from Salesforce Group by in the Salesforce Table Authenticate your Titan account with Salesforce Reset Salesforce Table values Dynamically switch between Salesforce picklist translations Dynamic Pin in Google map to easily change the Latitude and Longitude Salesforce flows alternative using Titan automation Embed Titan form into Communities as a public form Passing multiple parameters to a form that pulls data from Salesforce Set the Picklist default from Salesforce Dynamic item caption in Checkbox and Radio button Embed a form with document generation into Salesforce community Generate a document using a button in Salesforce community Set additional fields in the Smart V Publish a Titan form into a Salesforce canvas Use Titan as a Lightning Web Component (LWC)Build a form and embed it in Lightning web component (LWC)Use Titan Maps as a Lightning Web Component in Salesforce Create or convert data in Salesforce using Titan as Lightning Web Component Using the Titan calendar as a Lightning web component Use Titan to embed videos as a Lightning web component Third party cookies needs to be enabled to use Titan form Use Titan LWC as payment integration with Salesforce Use Titan LWC to Display all Salesforce Accounts on a Map Set up a Titan portal with Salesforce in under 2 minutes Scan uploaded files for viruses Use formula in your Salesforce table Change your Salesforce integration user in Titan Twilio + Salesforce integration via Titan Scan a barcode and Get the product image from Salesforce based on it Configure Titan Smart V and Salesforce JWT Refine your lookup results based on a Record Type How to query actual number of rows in a Salesforce GET Apply UTC mode on your Date Time Field Render Email Templates from Salesforce Based on Condition Results Related Files Object

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