Search for an account in Salesforce, display and filter its opportunities

Last updated May 03 2018

When you Integrate online forms with salesforce it is very useful to have a Lookup element in the form.

In this video we will show you how to:
- use the Lookup control to search for a Salesforce account
- display the opportunities for that account in a table control.

We will use a custom Salesforce action button to filter those opportunities in the table by stage.

For more information read all about the lookup element

 

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