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.


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