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Showing posts from February, 2018

Payment Integration Emails: FormTitan for Salesforce Integration

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Once you enable the "Send mail" checkbox in FormTitan for Salesforce Integration and Mapping, you can send emails to form filler and the owner of the form. The emails are sent to notify the concerned individuals.

This option has been added to payment integration. The feature allows you to send emails on form submission, however; you can notify the concerned individuals when a payment has been made.

To know more about the details, read the tutorial that describes the subject in details. Also, this tutorial about adding a payment to your form will help you expand your knowledge about payment integration and other settings.

FormTitan for Salesforce Integration: Redirect in Custom Push and Get

A custom Salesforce Action button helps you carry out Get or Push operation. This process involves the Salesforce objects.

Well, the best part is; the FormTitan has been updated with new features, including more options after the data is pushed or carried out the Get command. For example, you can process the mails after Get or Push operation.

Now, you can also redirect the user after filling in the form. This feature helps you take the user to another page or level of the form filling routine.

Go to this tutorial for more details about Redirect option. Also, read about Custom Push and Get Redirect options.

Tranzila Payments in FormTitan for Salesforce Integration

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Payment integration helps you receive money from your form fillers. You can build a store, sell your products and receive credit card payments on your form. This routine helps you create an online store with payment option on your form.

The FormTitan's new version includes new support for payment installments. When using the Tranzila, users can make their payments into several equal installments.

Also, the token support has been added. The form fillers can use payment tokens in a different payment solution. For more details about new additions, go to this page. Moreover; read about payment integration feature in details, where you can learn to add payment options to your form.

Bug Fixes in FormTitan for Salesforce Integration and Mapping V08.2

New bugfix report includes information about the line break showing undefined, set value from - inside repeated action and labels in Hebrew Salesforce Table need to be translated.

There are some other bug fixes as well. A bug about the Custom push in Salesforce has been fixed. Similarly; PDF mapping, previewing checkbox in the PDF mapping, and mandatory fields inside a hidden section are updated with new bug fix routines.

Also, a new supported field type called recordtype has been added to Salesforce integration. For more details about recordtype, see this page.

You can also read more details about bug fixes in FormTitan v08.2.

Using Previous/Next Page options in Salesforce Action Button

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In a multi-page form, you can take the users or form fillers to a previous or next page. Once a user fills in the form, a custom button is used to push or get the data.

As the form filler uses the custom button, it is a nice practice to take the user to the previous or next page. Here, the custom button refers to Action button that gets or pushes data when used. The push or get operation involves the Salesforce objects.

For the said purpose, the feature has been added to Action Button configuration window.

Read more about using the previous/next page options in Salesforce Action button. Also, learn to use the Action button to push data and to Get data.

Adding HREF to The Salesforce Table in FormTitan for Salesforce Integration

Have you ever thought about adding links to your table from your Salesforce account ?

While working with the tables, you can now add your desired links from your Salesforce account. In order to proceed with actionable steps, the following routine helps you cover the procedure.

Create a custom formula first. You create your custom formula in the Salesforce account. This will help you store the links of your choice.

Second, when using the Salesforce Table; all you have to do is add a mapping from your Salesforce formula field into your desired column.

Learn more about adding HREF to the Salesforce Table.

Ignore Empty Conditions in Action Button - Get in FormTitan for Salesforce Integration

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The "Ignore empty conditions" option plays a vital role in dealing with conditions.
You can set your condition rule while working in Salesforce Get Integration, but you can also ignore the case when a field is empty, there will be no condition added to the query.
As the name suggests the case, the Ignore Empty Conditions feature helps you ignore the empty fields. It can help you run the process with ease and build your forms with ease and proper functionalities.
This tutorial on the subject will help you understand the matter properly. Also, read about the Salesforce Get condition window.

PDF Mapping in FormTitan for Salesforce Integration: Vertical Align Added to Elements

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The FormTitan has come up with a new addition regarding PDF Mapping. While working with the PDF Mapping, users can insert fields and play around various options of customization.

Now, the users can also set or change the field's vertical alignment. To change the settings for a field, just select the field, and choose your desired option from the Text V-align dropdown list. At the end, you can apply your settings.

To read more about the PDF Mapping, this tutorial about PDF Mapping can help you cover the concept properly. Also, read more about the subject on this page.

Translation: New category in Salesforce Get

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The Salesforce Get window has been updated with a new category. The new category is known as Translation and is used to support forms that are not in the English language.

In order to populate your form picklists from Salesforce, the items are drawn in the English language by default. In that case, the Translation category helps you cover the gap, and helps you get the translated picklists by "Getting" the translation.

To use this feature, Turn on the Translation check box, and select the translation language from the list.

Learn more about the subject and all the categories of the Salesforce Get.

Bug Fixes in FormTitan for Salesforce Integration version 01.2

Several Bug fixes and updates are added to FormTitan version 01.2, including the following in details.

Modal windows are used to display messages to users, in the case when you need to show a message to users, about errors, mandatory fields or a thank you message. In the past, the modal window used to display at the top of the form only. Since it was a problem in the long forms, it has now been fixed properly.

Similarly, an issue with the hidden fields is also fixed. For more details about bug fixes, this tutorial provides more details. All the recent bug fixes have improved the user's experience with FormTitan.

Action Button in FormTitan for Salesforce Integration: Supporting Get now

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You are quite familiar with using the Action Button for the Push operations. You have been experiencing the option of Action Button for pushing the data to Salesforce.

Now, the Action button can be used for the opposite operation. That means the users can now use the Action button to perform a Get operation from their Salesforce accounts.

Let's read more about the update regarding Action button. Also, learn how to use the Salesforce Action Button for the Get operation. These tutorials will help you understand the concept and use of Action button, along with more details with proper screenshots.

HREF Element in FormTitan for Salesforce Integration: New Target options

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As you know, the HREF element deals with the target URL and its settings. You can open the URL in various modes. For example, users can open their target URL in the same window or a new Tab.

The FormTitan has been updated with more options regarding opening the target URL. Now, the users can choose from a variety of modes to open their target URL.

Two new modes have been added in the HREF element. The users can now display their URLs in a new browser window or inside a container shown above the content.

Learn more about the New Target options added to HREF element

Operators added for Salesforce Get/Push

Operators play a vital role in defining complex conditions. For example, you can make use of operators in defining rules for fields.

The FormTitan's new features contain updates about operators. The new operators include the "Includes", "Excludes", "In", and "Not In".

The "Includes" operator is used for multi picklists. In the same manner, the "Excludes" operator is also used for multi picklists. The "In" operator is used in a WHERE clause and the "Not In" operator is also used in a WHERE clause.

Learn more about added operators for Salesforce Get/Push, or know more about all the available operators.

Salesforce: Value Rule is updated with Friendly Condition and Brackets

The FormTitan for Salesforce Integration system has been updated with new updates, including Friendly condition and Brackets are added to the Value Rule.

The Value Rule enables a user to decide about entering values for the fields. That said, the user can decide value types for the fields. For example, the user can decide that a specific field should only accept a specific type of data, say numeric data for currency field.

This feature has been used to increase the user's performance. Now, users can also add conditions with brackets, and perform more in-depth conditional algorithms for the fields.

Read more about adding value rules with friendly conditions and brackets.

Salesforce Get Action: Added Skip Message

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As FormTitan allows Salesforce Integration, you can create and integrate your online forms with Salesforce.

With that in mind, once a user finishes the Get integration process; the Skip option can be used to skip the mapping process if multiple matches are found.

Now, the FormTitan has been updated with new features. One of those features is showing a custom skip message to users. This feature helps users understand the process with a custom skip message.

Read more about the subject, or go ahead to learn the entire process of creating a custom message when using Skip in Salesforce Get.

FormTitan for Salesforce Integration and Mapping: Bug Fixes in V24.1

In the version 24.1, the FormTitan's system has been updated with several bug fix updates. New bug fix updates include the section selection, Numeric field when empty and Setting value to a hidden field.

The section selection highlights the improvement in displaying the sections, along with tabs and categories. You can now safely change the sections and experience the display according to each section.

Regarding Numeric field empty, the empty fields are saved with "empty" instead of a zero as a value.

In the same manner, issues with hidden fields have been fixed properly. To know more details about the bug fixes in V24.1, see this tutorial.

FormTitan for Salesforce Integration: Else added to the Conditional Mapping

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The else option in condition is used to increase the conditional scope. In programming or technical world, the else clause defines the options if a certain condition is not fulfilled.

As you know about condition inside the Push Mapping, the recent updates in FormTitan include the else feature.

For example, you can define a rule to change or affect a field on the basis of conditional status. That said, if a specific field is not empty, use the value of another field; or on the other hand, use the value from another specific field.

Read more about Else added to the Conditional Mapping.

Custom Value Rule Messages in FormTitan for Salesforce Integration

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The field value rules in FormTitan are important for validation purposes. As users can set the rules for their form fields, and accept the valid values for the fields.

In this case, if the user or the person filling into form enters a value that doesn't satisfy the field value; the user will see a message.

Along with updates in FormTitan, users can now alter the automated message. The users can create their custom messages for the field validation.

For more details, read about custom value rule messages in FormTitan for Salesforce Integration.

New Payment Integration in FormTitan for Salesforce Integration: Blue Snap

One of the most important features in FormTitan is payment integration. For those who want their forms with payment options, this improvement will play a vital role regarding Blue Snap addition.

As you know, FormTitan is already supporting different payment integration options including Paypal, Stripe, Tranzila, and Mollie.

The new payment integration advancement highlights the Blue Snap. For more in-depth information about FormTitan's payment integration and modes, this tutorial contains more details about the subject.

Also, you can read more details about Blue Snap addition in the FormTitan. Briefly, this post contains links to articles that help users in adding a payment to forms.

Bug Fixes in FormTitan Form Builder for Salesforce version 23.1

New bugs have been identified and fixed to improve the Salesforce experience. To have a look at recently fixed bugs, let's dive into details.

A new language support has been added to lookup modal window. The users can now set their captions in languages they want.

There are several other bug fix improvements too. They include visibility improvement in lookup window, and advancement in fields holding long values. Similarly, you can now play around rules for hidden fields.

For more details, the page at below link holds information about all bug fix updates in the recent version.

Bug Fix report in version 23.1

Bug Fix updates in FormTitan for Salesforce Integration

On a routine basis, we focus on hunting down bugs, fix and improve our system for better Salesforce experience.

In the latest updates regarding FormTitan, we have fixed and improved our system, including the following details.

When the form is used in Hebrew, from Right to Left, the condition was having issues with usability. In that case, the condition was usually supposed to work properly; however, the display was confusable.

The problem has now been solved, and there is no such condition regarding the conditions or display.

Read more about the recent Bug Fixes.

Set Value taken from different Fields in Salesforce

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The Set Value option of the condition results is used for defining a condition. This condition helps users to set a value to a chosen input field, in case of the True status.

The said feature has been enhanced with more options. The new feature is called the "Set Value From" and helps users set a value taken from a different field. It will happen in case of the True status of the condition.

With that in mind, the "Set Value From" option makes it possible to insert values from fields.

To know more about the subject, this tutorial about Setting Values taken from different fields will help you clarify the concept and proceed with actionable steps.

New Value Rule in Salesforce: Address Validation

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The address validation rule is one of the new features in FormTitan for Salesforce. The address validation, as its name suggests, is used to validate the address being entered in a text box or an address element.

The system shows the status of the field in both cases, valid or invalid. A green indicator will be shown in case of valid, or a red if the value is found invalid.

This option also lets a user choose a specific country, or enter the address format suitable as a global address.

Read more about the subject, or learn to use the address validation in details.

Salesforce: Ignore Mandatory for Debug

In the process of testing your form, you can ignore the mandatory fields. After creating your forms, you will do need to test them, before you make them available for use.

To spot out errors, ignoring mandatory fields will help you save time. This option will even help you ignore multiple mandatory fields in multi-page forms.

The Mandatory feature works like the Debug mode. You can freely use your forms, fill in the fields, spot out errors and make changes before publishing your form.

Let's dive deep, and read more about ignoring mandatory fields. This tutorial about using the Ignore Mandatory option will help you cover the knowledge properly.

Salesforce Integration: Condition added to the Push Mapping

A condition mapping option has been added for the Salesforce users. This option will positively affect the performance of the Salesforce integration experience.

After integrating your forms with Salesforce, you can map your form fields to Salesforce fields with a condition. With that clarified, specific fields are mapped to certain Salesforce field of your choice.

Unlike usual field mapping, this advancement helps users map fields with conditions. That said, depending on condition results, users can map their form fields to a single Salesforce field.

Read more about condition feature added to the Push Mapping. Also, this tutorial about Push Integration Conditioned Mapping will help you learn the specifics.

Using Page Break Inside Dynamic PDF in FormTitan for Salesforce Integration

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The Dynamic PDF feature has been added in the FormTitan recently. It helps users to insert HTML to create their PDF. With the new editor for Dynamic PDF Mode, you can use HTML to create PDF files, as well as make use of styles for improved performance.

Now, to create a multi-page PDF in the Dynamic Mode, you will have to add a page break to your PDF in the editor.

To know more about the subject, this tutorial about Dynamic PDF mode will cover the roadmap properly. Also, have a look at this page about page breaks inside Dynamic PDF.

How to Ignore Assignment Rules in FormTitan for Salesforce

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Assignment rules in salesforce help you automate the process of lead generation. Users can use assignment rules with Salesforce objects such as Accounts, Leads, and Cases.

Fortunately, FormTitan also supports ignoring the Assignment rules. It means you can ignore assignment rules while pushing your data. You can use the option by taking on the Update action in Accounts, Leads or Cases.

Learn more about Assignment Rules and how to create them. You can proceed to this page about basics of Assignment Rules or tutorial about how to ignore assignment rules in Salesforce.

New Dynamic PDF Mode added in FormTitan for Salesforce Integration

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For those who deal with PDF files in their Form and Salesforce experience, FormTitan has been updated with new feature regarding PDF mapping.

The new feature is called the Dynamic PDF Mode. This feature helps users to create PDF by using HTML code. This option provides a flexible routine for PDF mapping tasks and helps the users add styles or dynamic tables in their forms.

Learn more about PDF mapping, and take the step to see this page about using Dynamic PDF mode. You can also learn more about using the Dynamic PDF feature.

Salesforce Integration: Language support in Calendar Element

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As you know, FormTitan supports pop up calendars and provides easy usage routines to enhance the user experience. Apart from calendar's basic usage, new features have been added in calendar feature.

New language support has been added to the calendar. You can now make use of new languages in the calendar, Russian and Hebrew.

For those who create multi-language forms, this feature has become a vital one. Under Date and Time, you can now see the language change icon that will help you choose your desired language for date and time.

Let's jump on to the page about new language support in calendar element.

Using Salesforce Action Button in a Multi-Page Form

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FormTitan allows you to push data into Salesforce before you submit the form. You can accomplish this feature with the Salesforce Action button. Also, the Action button helps you jump around pages in a multi-page form.

That said, once the user presses the Action button, the user will experience the next, or previous page depending on the case.

To know more about how to use the Action button, and take the users to pages, see this tutorial. Also, learning about using the custom button in a multi-page form will help you cover the concept properly.

Salesforce Integration: Added Button - Reset Signature

We have discussed the button types before. We have also learned about button types that are inserted into the form.

In this post, we are going to discuss the signature and how a user can remove or reset his signature in the form.

Previously, the users were able to clear the signature by double-clicking the signature field. Now, by adding a new button type, called the Reset Signature, the users can clear the signature more easily.

This process works better with placing a Reset button next to the Signature element. To know more about using the Reset Signature, refer to this tutorial.

Salesforce: Debug Mode for checking Hidden Fields

The hidden fields don't expose values. Users can include hidden fields in their forms, but they fall short of knowing the hidden values.

As FormTitan improves its features periodically, the Debug Mode shows the credit for tracking down hidden fields and values.

Once you publish your form, by adding a string to your form URL, you can see the values of the hidden fields in the form.

Let's read more about using the Debug Mode, and Debug Mode for checking Hidden Fields. These both tutorials will help you understand the concept of the hidden fields, and use the Debug mode to know more about showing the values of the hidden fields.

Searching with Salesforce Lookup Feature

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The FormTitan's new version is enhanced with searching with salesforce lookup. Before improving the salesforce lookup, the users were required to open the salesforce lookup field first.

After improvement in the new version, the users can now search inside the lookup element itself. It saves the user's time and effort, and enhances more productivity.

The user just needs to enter the text and gets the window with the results in it. You can read more about salesforce lookup field.

To know more about the subject, this detailed tutorial about searching with salesforce lookup feature covers the topic properly.

New Features for Salesforce Integration and Bug Fixes

The FormTitan's team always appreciates feedback and suggestions. As we grow with features, we also focus on hunting down bugs and, improve to make your salesforce experience more productive.

In the newer version of Salesforce, several bugs were fixed to enhance the user's experience. This post highlights the bugs that were fixed.

Added form name to salesforce error, Right to left in section tabs, Page break disappears, PDF mapping print result not good size and Not sending the HTML file to box/dropbox when using PDF mapping.

For more information about these bugs, refer to this detailed tutorial.

HTML Mode for Emails in Salesforce

The emails are important for notification purposes. The owner of the form is automatically notified by emails when a new entry is made in the form. The email contains the data being entered into the form.

Apart from this, FormTitan also allows creating custom emails for owner and form filler. In this case, by using custom email editor, you can use multiple options. These options include inserting text and field variables.

Today's post deals with HTML mode for emails. The HTML editors enable users to create custom styles and insert HTML code as well. Also, read more about HTML Mode in the custom emails editor.

Added Filter to Editors in Salesforce

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A Filter box in Salesforce Editor is used to search for a specific field. The FormTitan is packed with editors that can hold the different fields. The editors allow you to use your form fields as variables.

For that reason, when your form contains many variables, the Filter box helps you search for your desired field, quickly and easily.

To search fields in your form, all you have to do is type in your field name in the Filter box. Let's proceed to have more details in this tutorial. At the page, you can also look for a screenshot showing the Filter box.

Salesforce Knowledge: Size per page in Page-break Element

Today's post highlights the importance of page break element to create multi-page forms.

The newer version of FormTitan supports changing page resolution. That said, you can set a different height and width for each page in your multi-page form. To know more about multi-page forms, refer to this tutorial.

You can also read more about setting a different size per page in a multi-page form.

A page break in the form adds a strip to the bottom of the page. Keeping the subject of this article in mind, as each page in the form will have its own size, the strip stuck at the different height in each page of the form.

The order of Fields in Salesforce Forms

In the newer version of the FormTitan, shaping the field order feature has been added. With that in mind, users can define their fields order before creating a form. This feature saves you time and efforts, indeed.

This tutorial at FormTitan's blog covers the topic about creating a form.

Regarding creating forms, users can create forms based on a Salesforce object. Moreover, the FormTitan form builder supports multiple ways to create a form. These ways include creating forms by Blank form option, Template, Wizard, Salesforce and by URL.

Read more about Field orders in Salesforce Forms

Friendly Condition in FormTitan for Salesforce Integration

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The friendly condition link helps users understand the conditions. As users can create conditions for fields, but avoiding technical aspects, and understand the condition in a friendlier manner is covered by friendly condition link.

This feature is used to view the condition in a simple conditional sentence. It provides easy juice to understand the complex conditions and helps the user build and understand the conditions with no hassle.

Like always, FormTitan blog is packed with more in-depth tutorials about salesforce topics. Please proceed to the page where more information on using the Friendly condition link is available with the procedure. You can find the topic in details, along with proper steps and screenshots.

Affected by Feature in Salesforce

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The conditional logic feature causes fields change their behavior. When using the conditional logic, you fall short of tracking down fields that are affected.

The FormTitan's list of new features covers the said purpose. Users can now see their fields with conditional logic set for them. This is achieved or referred by a feature called "Affected by".

This tutorial will help you find out about using the Affected property. Moreover, this tutorial at FormTitan blog covers the procedure with proper screenshots.

By studying the above tutorial, you can configure a field under "effected by" label.

Salesforce: Using Opposite Rule in Condition

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To play well with conditions, you need to set both conditions for True and False situations. That said, if you want to do something on the basis of a true condition status, you also need to set a condition for the false case.

There is a new feature in FormTitan, the automatic generation of the opposite condition. You can use the said option as a checkbox saying "Support Opposite".

The checkbox is turned on by default and creates an opposite rule automatically. You have to turn it off in case of no use.

This tutorial about opposite rule in condition can help you read more information about setting up opposite rule.

Salesforce Table is updated with Export option

FormTitan supports the use of Tables and provides Simple and Advanced table options. A Simple table helps you read data from the Salesforce. For a more in-depth article about a Simple table, land on this page.

On the other hand, the Advanced table is used to read data from Salesforce objects and write to Salesforce objects as well. It also helps you work with many Salesforce objects at a time.

As a new feature in FormTitan, the Export option helps you export data. The Export option is used to export information as necessary. Read more about the Export option in this tutorial.

Integration Logs Update Feature in Salesforce

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FormTitan helps you create and design interactive online forms, and integrate them with Salesforce and third-party applications.

After integration, it is important to make sure that the data is being synchronized properly. You can ensure the status inside integration logs. If the process goes normal, you can see the Success status, while on the other hand, the status shows Error if the process has any error.

Let's jump to the page where integration logs are discussed in more details. You can access the page at below link.

How to use Integration Logs Properly

Also, read more about Integration Logs Update.

Salesforce Hidden Fields in Custom Editors

A hidden field is invisible in the form. Hidden fields are not used to collect the data from users; rather they are used to trig logics in the forms.

Here, the custom editor refers to interface to create custom emails and messages. Custom editors help users create dynamic emails, by inserting form fields as variables.

To increase productivity, you can now insert hidden fields in the custom editors. Hidden fields are inserted in the form as field variables, helping you hold important information more easily. You can read more about custom emails, and custom thank you messages.

Also, this tutorial about hidden fields in custom editors plays important role in creating your form with hidden fields.

Salesforce Password Mode Textbox

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The text box input element is now updated with a security feature. That said, form fillers can hide their text behind asterisks. It will help users hide their text while filling into forms.

You start by creating a new blank form. Drag 2 textbox elements, and change their labels as accordingly, say name and phone number.

After selecting the text box, you can see the properties for more information, and set the options as required.

To proceed with details, this tutorial covers the entire process. Also, have a look at this page for more details.

New Cut Action in FormTitan for Salesforce

The Actions Toolbar helps you work smarter with your forms. The toolbar contains the basic options, such as copy, paste and duplicate.

There is a new option added to Action Toolbar, the Cut Action. The Cut option helps you remove an item from one place, and move it to another place.

In FormTitan, this feature helps you move the elements between the pages of a multi page form. You can use the Cut Action by selecting and applying the Cut command. Once you do, move to another page and apply the paste option.

For more information, the page below will help you cover the subject in details.

New Cut Action in FormTitan for Salesforce

How to Use the Dynamic Reply-To option in Salesforce

As discussed before, emails are sent from a specific address. Fortunately, we can set Reply-To address for emails. A Reply-To address refers to one that will get the reply email content.

Among other properties in FormTitan for Salesforce, you can also set a Reply-To email address. In the newer version of FormTitan, this feature is called the Dynamic Reply-To address.
This tutorial about how to use the Dynamic Reply-To feature will guide you through the entire process. The page at above link covers the process in more details, steps, and proper screenshots. On the other hand, this tutorial also helps in setting up a Dynamic Reply-To address for your emails.

Salesforce: Support for Star Rating in Calculated Field

You can make calculations using "calculated fields". Calculations are carried out on fields holding numeric values, like price element, numeric element or multi selection elements.

In the newer version of the FormTitan, you can use the star rating element in your form calculations. To know more about making calculations, this comprehensive tutorial will cover the gaps. In this tutorial, you can learn about calculated field and examples of how to use the calculated fields properly.

Moreover, this tutorial about star rating support in the calculated field will help you understand the concept properly.

Push: Handling override of Empty Fields in Salesforce

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Once you create your online form, the writing in salesforce, also known as Push, helps you create new records, delete or update existing records.

If your form entries are submitted with no values, you must be concerned of this for enhanced productivity, and avoid unexpected errors.

One of the cases might include overriding the existing fields in records. In this case, if an empty field is submitted in the form, it will override the existing record, resulting in clearing the field value.

To prevent overriding issues by empty fields, read more information in this tutorial. About the subject, you can read more details by clicking at below link.

No Override of empty fields in Push

IP White-listing in Salesforce

You can limit your form to specific IPs. That means your form access is controlled by a list containing IP addresses. The system checks the list first, and grants or blocks access to form, depending on the list entries.

You can say that only users listed in the list will be able to access the form, view it or enter the data into the form.

This mechanism is used to enhance the form security. By using the way, you can ensure the forms are used by users authorized to access, view or enter the form data.

To know more about using IP whitelist, refer to this tutorial. Also, read more about IP whitelisting in Salesforce.

Configuration of Smart V Session in Salesforce

Earlier, we discussed adding verification to salesforce integrated forms. In the latest FormTitan version, the following features are added to Smart V element.

The shared session allows configuration in one form and making you able to share with other forms. In the same manner, the Enabled session is used to set a time frame.

To customize your smart v window, we need to alter the text in verification window. For this, we use the Captions. Apart from these features in the smart v, the Email is used to customize the email that contains the secret code.

For more information, refer to this tutorial about configuring the smart v sessions in Salesforce, or you can also have a look at customizing your Smart V.

Next/Previous Buttons and Page Breaks in Salesforce

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Next/Previous buttons and Page breaks are used in forms having more than one page. Drag and drop a page element onto Canvas, and a panel. The panel will contain a pager and next/previous buttons at the bottom of your form.

To kill off the hassle of the buttons position in the form, we added two new button types. These buttons can be placed at the desired point on the form canvas.

This detailed tutorial at FormTitan support blog will help you cover the entire process with screenshots, more efficiently. You can also read more about using the next/previous buttons.

PDF Mapping Additions in Salesforce New version

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In the new version of FormTitan form builder, along with integration with Salesforce, the PDF mapping has been enriched with more updates.

In the new version, the checkbox element mapping has become friendlier. The checkbox element is supported now and enables a user to map the items of a single checkbox, easily.

Apart from this, the new version is updated with PDF file pushing to box and Dropbox. You can see the Upload PDF mapping check box when you set up push integration with Box / DropBox.

Let's jump on to this tutorial for learning more about PDF mapping additions in salesforce.

Using Salesforce Added options to Field Condition Results

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As we have discussed the field conditions previously and learned to show or hide the affected elements.

We are proceeding to list down new options for the said purpose. In the new version of FormTitan, you can use and experience the following new features.

You can make a field mandatory or non-mandatory. For example, you can force the user to enter a field after entering another field.

For regular input elements, you can set a condition and insert a value to the input element. Similarly, to know more about added options to field condition results, this detailed page covers the entire phenomena.

Advanced Field Conditional Logic for Salesforce

Advanced Field Conditional Logic plays a vital role in user's productivity. We have talked about using a single field with a condition and update or affect some activity on the basis of the conditional field.

While in advanced field condition, users can use multiple fields for conditional logic. For example, users can show or hide something on the basis of multiple fields and their conditions.

The procedure goes like this. For example, if the field A contains X value, field B contains Y and C is something else, then show or hide the concerned content.

You can read about using the field conditional logic, or proceed to this tutorial for more information on advanced field conditional logic for salesforce.

The versatile Section Element in Salesforce

The Section Element is used to create segments in your form. You can also make it repeated for entering multiple values.

In the new version of FormTitan, the section element is enhanced with new features. The new features include the Tabbed and Collapsible sections.

With Tabs, you can place multiple panels into a single container. Users can also switch between different tabs, as only one tab is displayed at a time.

In the same manner, Collapsible section represents a section of content. Users can display or hide Collapsible section with a click of a button.

For more information about Section Element, you can proceed to this tutorial, and this tutorial will help you cover the entire process properly.

Using supported Operators for Salesforce Get/Push Queries

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Your salesforce experience is enhanced with operators, called supported operators for salesforce Get and Push queries. You can make use of these operators while dealing with salesforce integration.

Briefly, we will discuss about common salesforce operators in this article, and proceed to have more details on the said subject.

Two of the most common salesforce operators are known as Equals and Not equal. The first one is used for an exact match, while on the other hand, the Not Equal operator is used for showing the results that don't have the entered value.

This detailed article about salesforce operators will help you learn more about salesforce supported operators.

Custom Message when Skipping in Salesforce Get

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In salesforce, you have the option to skip the mapping part in case of matches found.

The story begins from Get integration with salesforce. While performing the integration process, you start from authentication step, choose a salesforce object, configure a condition and specify that, what should happen if multiple matches are found.

To make user feel good while skipping, it is recommended to set a custom message. Let's proceed to more in-depth tutorial about adding a custom message when the skip option is used. The custom message will display your desired message to form user, and avoid confusion in proceeding to next levels.

Using Conditional Mapping in Salesforce Push

Push conditions make you able to use Action and Rule conditions. The Action condition helps you set a condition for carrying out Update or Find options. On the other hand, the Rule condition enables you to set a condition to specify the Push occurring.

In case you need the field mapping conditioning, you can also configure the said option.

In conditions for mapping, you can map 2 fields in your form to same field in salesforce. Along with this, you want to use each one for various conditions or situations, you will need to use conditions in mapping for the said requirements.

To learn the entire process with suitable screenshots and action steps, this tutorial at FormTitan support blog will teach you the entire process, properly.

How to Ignore Assignment Rules in Salesforce

In this article, we will talk about configuring Push integration to ignore the assignment rules.

Assignment rule is one of the most important features of salesforce. It helps you generate leads, and provides options to boost your lead generation productivity.

But if you are looking to ignore assignment rules, you can make use of this option when configuring Push integration with a relevant salesforce object, such as Accounts and Leads. In that case, you will be able to see the option in front of you.

Let's proceed to learn about, how to ignore assignment rules in salesforce.

Multi-Page Form with custom Salesforce Buttons

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Using Multi-Page form in salesforce provides unique data processing. It allows you to lead the form filler to next page in the process.

With that in mind, the custom salesforce buttons provide more productivity. These buttons are used to push the data, and lead the users to next pages. You can read more about how to use the custom salesforce buttons.

To know more about how to use the custom salesforce buttons in multi-page forms, you will need to have a look at this tutorial about the said purpose. It will help you cover the entire process with screenshots and additional details, properly.

Debug Mode for Hidden Fields in the Salesforce Forms

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Hidden fields help you store data in a secret manner. You can facilitate the form filler, without showing him the fields or data in the form.

The use of Debug Mode is mandatory before you launch your forms. As the hidden values are invisible to you, you will need to use the Debug Mode to check your form before finalizing it. It allows you to see the values in the hidden fields.

Once you create a form with hidden fields, you will need to run the debug mode for the purpose of debugging your form.

This detailed tutorial at FormTitan support site will help you go through the entire process.

Using Dynamic Reply To Feature in Salesforce

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When we talk about getting emails, you can set up email addresses for various situations. The Reply-To option, feature or property is used to set a different address for replying to emails.

You proceed to use the Reply To property by creating a new blank form. Drag your text box, and a hidden box as well. The hidden field helps you keep track of the email address, that's what you accomplish by changing its label to email_address.

After that, drag the submit button into the form. Next, you set the Properties, configure the salesforce Get integration, map the fields and press Apply at the end.

Let's proceed to more in-depth tutorial on how to use Dynamic Reply To feature in salesforce.

Salesforce Objects Data updation

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Your salesforce account is updated by using the Push integration. With that clarified, you can update your salesforce objects with push feature in salesforce.

After you set up Push integration, you will be able to use the Create command, helping you add a new record to salesforce object. Instead of using create option, you can update your existing records by using the update option.

In this detailed tutorial about updating data in salesforce, you can learn setting up the Push integration, by following the step by step actions with screenshots. You can also read more about pushing a file to salesforce.

How to Push a File to Salesforce

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If we talk about salesforce various versions, there are two kinds of versions. On one hand, we have the classic version, while on the other hand, we have lightning version of salesforce. The difference between both versions is, in the classic version, the uploaded items are stored in the records, while the lightning version stores the files under the Files tab.

To sum up and proceed to push a file to salesforce, map your items to files in classic salesforce version. In the same manner, once you integrate your form to salesforce, your data will be stored under a new account.
Let's learn to push a file to salesforce, in more details at FormTitan support blog.

Customizing your SmartV for Salesforce

Earlier, we have discussed about adding a Smartv to your forms. In this article, we will briefly describe about customizing your SmartV in your form.

In the Smart V properties, you can set the features such as Shared Session, Enabled Session, Captions, and Email settings.

Shared Session helps you configure your Smart V once and share it with other forms. In the same manner, Enabled Session is used to set a time frame for your Smart V session. The Captions option allows users to change the texts in the Smart V login window, and the Email setting is consisted of the email template being sent to user, containing his secret code for the Smart V.

Adding the Smart V to your Salesforce Forms

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Smart validation plays well for security purposes. With SmartV, you can implement login security, by asking the user for security codes being sent to email.

To add the SmartV to your form, you make use of the SmartV option under Salesforce in Elements Panel. You can drag and drop the element, easily.

In the same manner, you set Properties, and proceed to map the fields. The next steps include the salesforce integration as well.

This tutorial walks you through the process of adding a SmartV to your forms. Also, the video below will help you cover the process properly.


How to Map your attachment to a Link element in Salesforce

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Like mapping an attachment to an image element, the Link element also consists of the same concept.

By using the mapping process of attachments to a link element, the user can enter the last name of a contact, and get a link element populated on the basis of entered value.

Along with a difference in field types, the same mapping concept works for the files as well.

To keep track of steps involved in the mapping process, let's proceed to more in-depth article at FormTitan support blog. This article will walk you through the practical steps, along with suitable screenshots for each of the steps.

Map your Attachment to an Image element in Salesforce

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Have you ever thought about populating the name and image of a contact, by choosing the contact from a list?

When mapping your attachment to an image element, you can select a contact from a drop down list. After choosing the contact, the system will populate the full name and image of the person from the salesforce account. You can also accomplish the same procedure with salesforce files.

Before proceeding with proper steps, make sure you create a contact with first name, last name, and an image attachment for the contact.

In this tutorial, we discussed the subject briefly. Let's proceed to more in-depth and detailed tutorial on mapping your attachments to an image element.

Reading and Writing Files in Salesforce

We have discussed before about Bi-Directional integration in salesforce. It refers to read or write data from, and to salesforce account.

Today, this article consists of learning about reading and writing attachments, files and documents from or to salesforce. We will proceed to send you out towards more in-depth tutorial on the subject.

You can write files to salesforce, by uploading your files with forms, and the files will be written to salesforce, automatically. This procedure is accomplished by using the Push feature.

In the same manner, with Get feature, you can bring over files from your salesforce account. Let's learn about how to read and write attachments, files and documents from, and to salesforce account.

The Progress Element for Salesforce

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The progress element for salesforce plays as a progress bar. You can show the progress element to inform a user about a task completion.

In the elements panel, the progress element is located under the salesforce category. You can use the element by dragging and mapping it to 2 numeric fields in your salesforce account.

The progress element is ideal for situations like showing the user task completion stages and progress. In the cases, when the user has to complete a task that contains several levels.

Let's learn to use the salesforce progress element in more in-depth tutorial. Also, watch the video below for more information.


Pre-Populating the Visual Composer from Salesforce

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With FormTitan, you can pre-populate your forms. To achieve this, the form URL is modified with a string containing field ID's and values. With that clarified, FormTitan also allows you to pre-populate your visual composer from salesforce, automatically.

To show you an overview, once you create a form with 3 elements, 2 hidden and a single visual composer element. We proceed to create hidden elements for storing values from salesforce, while the visual composer will show a PDF. After that, as described before, a short string will be added to the URL, and the PDF will be updated, populated automatically.

To show you more in-depth procedure, this awesome tutorial at FormTitan support blog will help you cover the entire process.

Form Embedding in Salesforce

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In today's article, we will discuss about embedding your forms in salesforce. The process goes through creating a web tab in salesforce, and proceeds to embed your online form in tab.

As described before, you will need to create a web tab in salesforce. To create, this tutorial at salesforce support will help you create web tabs in salesforce.

After you finish creating web tabs, all you have to do is publish your forms as URL, save it as well.

This tutorial at Formtitan support will help you create web tabs and embed your online forms in it, by walking you through the steps, along with suitable screenshots.

How to Map the Google Map to Salesforce

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Have you ever thought about mapping the Google map to salesforce ?

We will briefly describe about mapping Google map to salesforce. Once the Google map is configured, the map in your form will show a different location based on the entered value. It means, the map in the form will be updated with coordinates from your salesforce account and data.

A user or the person filling the form will have to enter his account name, to populate his data from salesforce.

For more in-depth article and walk through steps, the tutorial at FormTitan support will help you proceed with detailed actionable steps.

You can also watch the video below, helping you cover the process in detail.


Learn about Smart Validation for Salesforce

Smart validation is one of the most important features of salesforce rich custom applications. It allows you to set multiple verification options for improved security.

The smart validation feature works on the basis of salesforce data. It is used to add a double verification to your forms, as similar to Two Factor Authentication system.

Each field will have its own login window that will help you keep your form fields security on the spot. As described by name, Two Factor, or smart validation; the form filters will only be able to access your form after 2 step verification process.

Share your Salesforce Form with your Sub User

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Along with lots of tools in FormTitan, you can also share your salesforce form with your sub users. It means you can create sub users and share your forms with them.

You can set different permissions for various users. For a form, you can allow normal permission rights to a user, such as reading, writing and editing. At the same time, you can set limited permissions for a different user. The Sharing option enables you to set different options for the two users, at the same time.

You can also share your forms in case of salesforce integration. To know more about the topic, and share your forms with sub users, this tutorial will help you proceed with detailed options.

Learn about Salesforce Lookup

The salesforce lookup element provides the option to create a search box. You can create a search box for your audience. The search box will help your audience to search inside salesforce objects and choose their desired item.

The salesforce lookup element works with salesforce integration. You can proceed to know more about salesforce integration here and perform the salesforce integration process at this page.

To proceed with actionable steps, add a Lookup, set the integration with salesforce and proceed to configuration phase. You will need to configure the columns of the lookup results table.

Moreover, to dive deep into topic, and proceed with more in-depth steps, head towards how to use the salesforce lookup element.

Salesforce Advanced Table

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As we know about Salesforce Simple Table that connects to only one salesforce object, and works in a simple manner with no hierarchy. We are going to discuss about more complex table option that works with salesforce.

To build complex applications consisting of Tables, the use of advanced table is mandatory. It allows reading from salesforce objects, as well as writing to objects. Apart from this, the advanced table helps you work with multiple salesforce objects at the same time.

The Advanced Table also allows you to create many levels, up to you. To know more about building advanced tables, and walk through the practical steps to create an advanced table, go to this tutorial about salesforce advanced table.