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Showing posts from January, 2018

The Salesforce Simple Table

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Away back, we discussed the Salesforce Table in details. We also have discussed about building simple and advanced applications, consisting of using the simple and advanced table options. This article, in short, will describe the Salesforce Simple Table.
The simple table helps you work with the basic table with salesforce. The simple table is consisted of a single level, used to read data from the salesforce. Additionally, the simple table allows you to read data from one salesforce object, only.
This awesome tutorial on the Salesforce Simple Table will walk you through the process of creating a simple table.

Learn about Salesforce Table

The Salesforce Table helps users arrange their data, more quickly and efficiently. In this regard, you can populate your salesforce data in a Table element, and Table with Hierarchical as well.

The Elements Panel in FormTitan contains the Salesforce Table element. From the Elements Panel, you can drag and drop into your form in case you want to use for working with salesforce.

Once you drag the Table element, set the columns and configure the Get integration. This process will help you populate your Table's columns with Salesforce Get Integration. To make more complex applications, you can make the Table Hierarchical, using Parent Child Relationships to draw the data and carrying out writing to multiple objects at the same time.

Moreover, this tutorial about Salesforce Table helps you find more information.

How to Populate your Salesforce Data into a Table with Hierarchy

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As we know about populating the salesforce data in a Table element that helps users to display the data in a Table; this article will help you learn about mapping the salesforce fields to your FormTitan Hierarchical Table element.

For the purpose, the Table element is made hierarchical. So, making the Table element hierarchical consists of adding additional levels to it.

The process consists of taking on technical steps. However, we have compiled a breakthrough of the process, including the steps involved, and the following video that will help you learn and proceed with practical steps.


Populating your Salesforce Data in a Table element

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Once you complete the salesforce integration process, you can import, draw or populate your salesforce data into your Formtitan form. Here, the Formtitan form represents the form designed, created and finalized with the FormTitan form builder application.

After you finish the integration phase, all you have to do is mapping the concerned salesforce fields to your form fields. Apart from drawing the salesforce normal fields into form fields, FormTitan also allows you to show the data in a Table, achievable by using the Table element that works with salesforce, especially.

To know more about the practical demonstration of the process, see the video below. It will help you go through the process of populating your salesforce data into your form table element. To dive deep in the process, and learn the complete breakthrough, head towards this tutorial.


Salesforce Formula Field and its Mapping Process

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Like other salesforce fields that allow a user choose a value from a list of defined options, the salesforce formula field also works in the same manner.

The Formula field represents a type of salesforce field that enables a user to choose a single value, option or choice from a list of defined values. By defined values, you can define and set the values, displayed in the list style after finishing the process.

To draw the salesforce formula to your form field, you have two options in the mapping process, consisting of mapping it to a label element, or you can also map it to a text box or a link.

The following video shows demonstration of mapping the salesforce formula to your form field.


Tutorial on Pushing the Likert field to Salesforce

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The Likert element contains a series of questions in the FormTitan. It contains multiple questions or items that require the user attention regarding choosing a rating/answer on a scale that ranges from one attribute or characteristic to another. For example, users can select values such as strongly agree to strongly disagree.

The data is arranged in the table. The data is referred to questions displayed on the left column. Similarly, the answers are shown in the header. In the same manner, the options such as radio buttons, check boxes and text boxes are shown as indication types inside each cell.

For more details, watch the following video. The video helps you in pushing the Likert field to Salesforce.


The process of Salesforce Master-Detail Relationship Field to your Form Field

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The Salesforce Master-Detail Relationship field also creates relationship between records. The master detail relationship field is used to create relationships with a different perspective, where the master record controls certain behaviors of the detail record, such as record deletion and security.

Like other salesforce field types, where we listed the video tutorials for each, let's have a look at the following video for the purpose. The video below will help you map the Master-Detail Relationship field from salesforce to your form field.

The video will show you the mapping process of the master detail relationship field to form, create with the FormTitan form builder.


How to Map the Salesforce Lookup Relationship Field to your Form Field

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In the salesforce world, salesforce integration plays a vital role in managing your customers with data. As salesforce is used to manage your customer relationships, the salesforce lookup relationship creates a relation between two records.

The purpose of the lookup relationship is to create association between two records.

Let's learn about how to map your lookup relationship field. The following video will help you go through the process, and will allow you to map the said field to your FormTitan form field. Regarding FormTitan, it is a powerful form builder that helps you create online forms, and provides the salesforce integration as well.


Mapping the Salesforce Currency Field

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The salesforce currency field is used to store the currency amount. To properly draw the salesforce currency values into your form fields, you will need to go through the process of mapping it to a Textbox or Numeric element.

The purpose of mapping the salesforce currency field to a Textbox or Numeric element is that, you can store the currency value in a field that describes the text or numeric attribute.

To proceed and go through the process of mapping the salesforce currency field type to your form field, the following video will help you learn the basic concept of the mapping process.


Salesforce Percent Field Mapping Process

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Among other profitable salesforce field types, the Percent field allows users to enter a percentage number. It allows entering the percentage number in decimal format. An example of the decimal format is 0.10.

The main attribute of the salesforce percent field is that, it converts the decimal value to a percent, automatically.

Moreover, the Percent field requires mapping to a Textbox or a Numeric element. After you map the fields properly, you can draw the salesforce percent to your form field.

Let's have a look at the video below, and learn the mapping process of the salesforce percent to your form field.


The Mapping Process of the Salesforce Date/Time field to your form field

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The salesforce Data/Time field allows choosing a date and time of the day. It shows a popup calendar to choose your desired date, and enter a time of the day. The popup calendar helps the users set the options by pointing and clicking on their desired setting for the fields.

With the salesforce Date and Time field, the users can set the time with AM and PM options.

The fields such as Last Modified is an example of the salesforce Date and Time field in the salesforce account object.

Watch the video below, and learn about mapping the salesforce Date and Time field to your form field.


Salesforce Indirect Lookup Relationship Field Mapping

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Whenever you need to link a child external object to a parent standard or custom object, you will use an indirect lookup relationship field.

To use the salesforce indirect lookup relationship field, create an indirect lookup relationship field on an external object, specify the parent object field, and proceed to the child object field. It will help you match and associate records in the relationship.

To proceed with practical action, the following video will help you through the mapping process. Watch the video below, to learn about mapping the Indirect Lookup Relationship field from salesforce to your FormTitan form field.


Learn the Mapping Process: Salesforce Hierarchical Relationship Field

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To choose a single value from a list of defined options or values, Hierarchical Relationship field type is used. This type of relationship provides specialty in case of lookup relationship. Moreover, it is available only for the user object.

Hierarchical Relationship field enables a user to use a lookup field, allowing to create association between users.

The following video will help you learn about mapping the salesforce field to your form field.


Mapping of Salesforce External Lookup Relationship Field

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Like all salesforce fields that help users draw the salesforce fields to form fields, among them; the salesforce external lookup relationship field allows linking between objects.

Diving into details, the salesforce external lookup relationship field links a child standard, custom, or external object to a parent external object.

It is one of the most important salesforce field types introduced with salesforce connect. The main point in the said field is, it connects an object to an external object.

To demonstrate the practical endeavor, the video below will help you map the salesforce external lookup relationship field to your form field.


Salesforce Textarea Rich Field Mapping to your Form Field

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Like the Text area field, the salesforce Text area Rich field also accepts the text. There is a difference between both fields, the difference of accepting text in various lengths.

The salesforce text area field accepts the text in 255 characters, while the Text area Rich field allows entering the text in 131,072 characters. It means, the salesforce text area rich field is capable to save more text than the salesforce text area field.

The text characters are displayed on separate lines similar to a Description field.

The video below will help you learn about mapping the salesforce Text area Rich to your form field.


How to map the Salesforce Textarea Field

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The salesforce text area field accepts the text containing 255 characters. The text area field is similar to description area, displaying the text on separate lines.

You can enter the text of your choice in the salesforce text area field. The text in the field contains full stops, small and capital letters as well.

The Description field in the salesforce contact object is an example of the Text area field. Like other salesforce fields, you have to map it to a Text area element to draw the salesforce Text area to your form field.

The following video will show you how to map the salesforce Text area field to your form field.


Salesforce URL Field Mapping Process to your Form Field

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As described in earlier posts, the field mapping process helps users draw the salesforce fields to form fields. Examples of such fields include the salesforce email field, number field, auto number field, phone field and text field.

Similarly, the salesforce URL field helps users enter any web address. The field accepts a length of 255 characters, and allows valid web address.

The users can also access the field value, the URL, by clicking on the field entry. The system will let the browser load the value of the field in a new window.

You can watch the below video to learn more about how to map the salesforce URL field to your form field.


Salesforce Number Field Mapping

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The users can use the Number field to enter any real number. The input is treated as the real number, meaning that the leading zeros are removed from the entered number.

To use the number field, and draw the salesforce number to your form field, you will have to map it to a numeric element.

Go ahead, create your form with Formtitan form builder, integrate your forms with salesforce and take benefits of the salesforce number field to draw it to your form field.

The following video will help you take on the process of mapping the salesforce number field to your form field.


Mapping the Salesforce Auto Number Field

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As described by name, the Auto Number field is used to automatically assign a unique number to each record. It helps you avoid copying numbers again by entering numbers automatically.

Once the Drop down element is used in the mapping process, you can use the Auto Number field and draw the salesforce auto number to your form.

Like other salesforce field's characteristics, auto number provides automation for entering values. This improves the productivity, and put you aside of the manual entry in the fields.

The following video will walk you through the process of mapping the salesforce auto number to your form field.



The Salesforce Email Field Mapping Process

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In order to import salesforce email into form, you will need to map it to an email element. In this regard, you can use the picklist field to enter an email address of up to 80 characters long. After you enter the email entry, the system will run validation to ensure its proper format.

Users can also choose the address when using the Send an Email option, if the field is specified for contacts or leads before.

The salesforce contact object represents the Email field as Contact Email. For more information on how to map the salesforce email field to your form field, you can watch the following video for procedure details.


Mapping Process of Salesforce Date Field to Form Field

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To enter dates in the form fields, you will need to use the salesforce date field type. After you perform the mapping process of salesforce date field, you will be able to import dates in the form fields of your choice.

For this purpose, the Salesforce Date field allows you to enter a date or pick one from the popup calendar. You can choose a date of your choice by pointing and clicking your desired date from the popup calendar.

To proceed, map the salesforce date field to a date element. You can also watch the following video for more information and procedure.


Salesforce Text Field Mapping

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Unlike fields which accept a single data type, such as Phone and Checkbox fields, the salesforce text field allows entering dynamic data. By dynamic data, the context means entering any combination of data containing letters, numbers and symbols.

The Text field allows you to set a maximum length up to 255 characters. It means you can easily enter long text, numbers, symbols, or a combination of random data types.

As described before for other field types, you will need to perform the mapping process to import data from salesforce fields, into your form fields.

This video will show you procedure to map the salesforce text field to your form field.


Salesforce Phone and Form Field Mapping Process

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The purpose of mapping the salesforce fields to form fields is to import data in the form. In this regard, salesforce integration provides lots of field types, helping you draw your desired data into form fields, more quickly and efficiently.

Among various salesforce fields, the phone field is used to enter and save any phone number. The user is allowed to enter phone numbers up to 40 digits in number.

Like other fields such as picklist and checkbox, the salesforce phone field also requires mapping to a phone element.

After creating your form with Formtitan, the following video will walk you through the process of mapping the salesforce phone field to your form field.


Salesforce Checkbox Field Mapping to Form Field

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You will need to use the salesforce checkbox field when requiring a conditional case consisting of a True or False situation. With the salesforce integration, you can proceed with mapping your form field to salesforce checkbox field.

The mapping process consists of a checkbox element, helping you draw the salesforce checkbox items to your form fields.

With the Formtitan form builder, you can create forms, and carry out mapping process with salesforce integration. It will help you import data from salesforce checkbox fields to form fields, more quickly and efficiently.

The following video will help you proceed with the mapping process.


How to map the Salesforce Multi-select Picklist Field to Form Field

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The salesforce multi-select picklist is a bit different from picklist field. The salesforce picklist field is used to choose a single choice from a list of defined values, whereas the multi-select picklist field is used to select more than one picklist values from a list of defined choices.

Like picklist field, map it to a drop down element. Also, in the form builder, you will have to remove the entire drop down items to proceed. Moreover, for multi-select picklist, you will need to change the drop down into a multiple drop down.

The video below will help you map the salesforce multi select picklist field to your form field.


Salesforce Picklist Field Mapping to Form Field

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Mapping your form fields with salesforce field types helps you streamline your data analysis properly. Once you create a form, you will need to map your fields with salesforce field types, with the help of salesforce integration.

There are many types of salesforce fields. Among them, the salesforce picklist field helps user choose a single choice from a list of defined values.

To have salesforce picklist items in the form, perform the mapping process to a drop down element. Removing the entire list of drop down items in the form builder will help you catch the salesforce picklist properly.


Field Types in Salesforce Integration

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To better streamline your data analysis, you will need to integrate your forms with salesforce. You can accomplish this routine with mapping the form fields with salesforce fields. In order to complete this process properly, you must find a tool that supports maximum number of salesforce fields.

Examples of salesforce field types include Auto Number, check box, currency, data, date/time, email, external lookup relationship, formula, hierarchical relationship, indirect lookup relationship, lookup relationship, master detail relationship, number, percent, phone, picklist, picklist (multi-select), text, text area, text area (long), text area (rich), and URL.

To proceed, carefully map your form fields to salesforce fields. Take care of the field types, because wrong field types will either not work, or create unexpected errors.

Example of Salesforce Get Integration

As you know about Salesforce Get integration, it helps you read data from salesforce objects. After you create your form with FormTitan form builder, you can perform salesforce integration and use the Get feature, to read and populate your form fields.

Before using the Salesforce Get integration to read data from salesforce objects, make sure you have some data in the salesforce account object. Also, enter the required sub data for the elements, such as phone number and website address.

Once you complete the integration setup, you will be able to load account names into a drop down list, which will populate the respective data from salesforce once an option is selected from the drop down list. The complete procedure of going through example of the salesforce get integration will help you cover the entire process properly.

Salesforce Get Integration helps you Import Data into Form Fields

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Salesforce Get integration makes it possible to read data from salesforce objects. You can accomplish the said purpose with FormTitan Form Builder application, which allows building forms that perform dual operations, writing and reading data from salesforce objects.

Once you setup integration with Salesforce, the Get option can read data from salesforce objects, and populates your form fields accordingly.

To import data into form fields with salesforce Get integration, the process contains entering your form in the form builder, Properties panel and Get from Salesforce option, followed by setting up more options in the integration window. At the end after completing the entire setup process, hit the Apply and you will start seeing the Get option working on the go.

Learn how to read data from salesforce into a web form