FormTitan - Smart Bidirectional Forms with Salesfroce CRM Integration

You can make use of the Section element in your Salesforce experience. A section element contains different items that you can display anywhere in your system. With the new updates in FormTitan for Salesforce system, you can show multiple items by default, instead of showing just the first one. For more information about the option known as "Populate items", please refer to this tutorial to extend your knowledge . Also, read more information about using the Repeated section . It is also recommended to know more about salesforce Get integration that helps you carry out data transmission between your form fields and salesforce objects.

If you try to read salesforce data when your form loads, with a specific condition based on a hidden field in the form; this was not possible. In the recent updates in FormTitan's system, this feature is supported now. It means that you can read the Salesforce data on form load, along with a specific condition based on a hidden field. The hidden field resides in your form. For more information about this topic, you can read this tutorial on salesforce get on load feature based on a hidden field . It is also recommended to read about salesforce get integration . Get integration helps you populate your form fields with salesforce object data.

A form contains lots of fields, both mandatory and validations. You can submit your form after filling in mandatory fields. And the form is successfully accepted and submitted after proper validations. In recent updates for the salesforce push, ignore validations and mandatory fields option has been added. You can use this feature to ignore mandatory and field validation process. This option helps you execute push without validation and filling in mandatory fields. For more information on the topic, proceed to this tutorial . To know more about Salesforce Push, this tutorial will help you cover the topic in details .

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.