In this demo we will show you how to use the Salesforce Table custom actions option.
- We'll show you a form with two Salesforce tables that we set up: in the first we will display contact and account information,
- Once the filler selects a record in this table by clicking a button - the selected account opportunities will be displayed in the second table.
We will also show you how to:
- Add 'custom actions' option to your Table.
- Map the ID taken from the selected record into a Hidden field.
- Base the next Get action on this hidden field.
- Configure the Get integrations actions.
- Add a Confirmation window to this action.
- Asking us questions is the fastest and most affective way to get assistance.
- Got a question? Check out our FAQs pages for answers to commonly asked questions.
- Check out our complete index of the FormTitan Topics organized by categories.
- Browse our topics directory to find the feature you are looking for.
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