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

By Anonymous -
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.


Comments

Post a Comment

Popular posts from this blog

Israeli based FormTitan releases the first Form Builder service with built-in Sentiment Analysis and advanced optimization features

By -
Image
As a business, are you dealing with a large amount of customer feedback or support requests? How do you know which ones need escalation without manually reading all? Technologies which can predict and automatically provide sentiment analysis for text have been around for a while.  However, until recently such technologies were expensive, required coding and were used only by larger corporates who could afford the costs. FormTitan just launched a Form builder which provides such sentiment analysis capabilities.  You can try it out yourself at the following demo page: https://prediction.formtitan.com/sentiment-analysis FormTitan’s Sentiment Analysis is powered by Google Cloud Prediction API Sentiment Analysis is only one of many optimization features presented by FormTitan. Built-in chat, A/B split  testing, conditional logic, heatmaps  and payment integrations are some of the other features included with this new service. FormTitan is owned by FormLogic, ...
Read more

Salesforce experience: Show Item Number in Repeated Section

By Anonymous -
Image
Today's post is about repeated section. As you can insert many items in the section, it sometimes confuses the form filler. It may result in losing the track which results in errors and mistakes. To prevent such misconception and mistakes, as a section may contain lots of items, the FormTitan system has been upgraded and, we have included the feature of "showing number" in repeated sections. To know more about this update, and learn actionable steps to use the feature, proceed to this tutorial about the subject . Also, stay focused at this page about populating items in the section .
Read more

Integrating WordPress with Salesforce

By Anonymous -
WordPress is an open source Content Management System, used to build blogs and sites. A large number of sites on the Internet are built with WordPress. With that in mind, adding a CRM to WordPress results in increased productivity. Here you can read the full article about integrating WordPress with Salesforce system .
Read more