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.

The version control feature is cool in FormTitan for Salesforce mapping. It is used to save all changes in each entry. While managing your entered data, you can make use of the new feature about saving your data properly. By using the subject feature, you can save the previous changes to content, as well as save the new changes. It helps you save all the data, properly, in a more seamless way. For more information on the subject, let's proceed to this tutorial on version control feature . Also, read this tutorial for more in-depth information .

As you know better in salesforce experience, you can populate fields by get integration. In this case, form fields are populated with data from the salesforce objects. You can also populate data with URL parameters. In this case, when you place values into URLs, you can populate different fields. Now, according to recent updates in the system, you can also populate Date and Time fields with URL parameters. For syntax method of how to populate Date and Time fields with URL parameters, this tutorial at FormTitan support blog will help you cover the process. Also, learn how to populate fields with URL parameters .

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 .

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.

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 .