FormTitan - Smart Bidirectional Forms with Salesfroce CRM Integration

By using the hotkeys, you can cut down time doing different things. A hotkey provides quick access to computer functions. The recent update about Hotkeys highlights the Mac users. The Mac users can now use the Command key while using the keyboard shortcuts or hotkeys. In Windows, we use the CTRL key for the shortcuts. Hotkeys add flexibility to work. The more you remember hotkeys or keyboard shortcuts, the quicker you can work. For more information about hotkeys for the Mac users, please proceed to this page about Mac hotkeys . Moreover, view the entire list of hotkeys .

You can set conditions for the form fields. You can also take actions based on empty field status. There is an option about empty field status of a form field. You can check "Is empty" or "Is not empty" status of a field. However this feature was not available for all the fields. According to recent improvements in FormTitan system, the feature has been added to two more elements; the Numeric and the Price. Before this, these two fields did not provide the said options. Want to know more about the subject? Let's proceed to this page about checking the empty conditions .

With integration logs, you can see the stats of your push actions. A log history contains action logs that help you know about the actions, what and when happened. You can also see the error messages if an action is not completed properly. It helps you learn about your processes. As you can see the logs for the actions, you can know about the problems. For more information about the topic, please have a look at this tutorial about added error messages for skip in Push . Also, know more about the Salesforce Get on Load feature .

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.

As you know, you can drag and drop different kinds of elements on Canvas. It is a place where you can design your form interface for the later use. When you drag an element on to canvas, the element contains no value at all. This tutorial addresses the same case where you can set a default value for an element on canvas. For example, when you drag and drop a date element on canvas, you can now set a default value for the element. For more information on default date element settings, please refer to this tutorial about salesforce default date and time settings .

When you deal with integration, push integration may contain several lines. These lines act as child objects. Each of these lines is treated as a single one but represented as a hierarchy. The best part is that you can execute a payment in forms having payment integration option. In this case, you can push data to salesforce and child objects after the payment has been executed. To clarify the concept and learn more about child objects, proceed to this tutorial on FormTitan support blog . Also, you should watch this video for more information on the subject.

FormTitan system has been updated with new features. Some of the main features include salesforce objects, field types, and labels. The recent update adds improvement in payment integration and serves users using the payment integration in their forms. Users can now push their payment data with information as well. With "Create Upon Payment" label, users having multiple integration lines can spot out individual lines. When users integrate payment option into their forms, they can use the "Create Upon Payment" label to mark the line for later identification. To know more about the subject, this tutorial about creating upon label covers the topic in details.

In Salesforce experience, when you update a record, you face the duplication problem. Sometimes, you need to choose that what should happen when multiple records are found while updating a record. You face the said case while working with Push integration. Up till now, you could perform general operations like skip when multiple records are found. In the recent updates, you can create a new record when multiple records are matched. To illustrate and learn more about this update, proceed to this tutorial about creation option added to salesforce push if multiple records are found. Also, learn more about the Salesforce Push Action .

FormTitan upgrades and improves its system with the passage of time. Users are provided more functionality, productive tools and features they love for the Salesforce experience, including integration and mapping. Recently, FormTitan upgraded its system and added support for the Mail Chimp new version 3.0. This improvement helps users use new tools for their marketing automation, as Mail Chimp provides tools and resources for marketing automation and campaigns. To know more about this topic, you can visit this page about Mail Chimp update . Also, proceed to learn more about Salesforce integration and mapping , where you can sign up for the Salesforce experience.

In FormTitan for Salesforce Integration and Mapping, the canvas shows lots of information about key factors. This interface along with canvas provides flexible options to view, change and display options according to the matter of taste of the user. The system has been updated with new options and improvements. Now, when a specific item such as element is selected, users can see the type of element in basic settings. It was not available before. Regarding this matter, you should proceed to page about element type displayed in basic settings . This tutorial will help you learn more about the subject.

Using elements in FormTitan is a routine based experience. In the recent updates, the elements are updated with visual effects for enhanced display. The visual effects are shown on mouse hovering. The elements change background color and border when hovered by the user. The form owners can make their form elements exposed by setting hover effects for them. In this way, if something is more important in the form, form owners can tell form fillers by having hovering effects applied to elements. For more information, learn to add the hover and selected effects . Also, read about the subject here .

FormTitan improves its interface with the passage of time. The latest update shows interactive icons in Salesforce Table to perform actions. Users could carry out Edit, View and Delete operations by clicking on text links before, now they are able to see and use interactive icons for the said operations. The update is flexible to provide a positive user interface that boosts experience and productivity. It is recommended to proceed to this tutorial for more information. This tutorial at FormTitan's support blog describes the update in details, along with screenshots and proper description.

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 .

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.

As you know about Salesforce Get integration, it helps you read data from salesforce objects. After you create your form with FormTitan form builder , you can perform salesforce integration and use the Get feature, to read and populate your form fields. Before using the Salesforce Get integration to read data from salesforce objects, make sure you have some data in the salesforce account object. Also, enter the required sub data for the elements, such as phone number and website address. Once you complete the integration setup, you will be able to load account names into a drop down list, which will populate the respective data from salesforce once an option is selected from the drop down list. The complete procedure of going through example of the salesforce get integration will help you cover the entire process properly.

Salesforce Get integration makes it possible to read data from salesforce objects. You can accomplish the said purpose with FormTitan Form Builder application, which allows building forms that perform dual operations, writing and reading data from salesforce objects. Once you setup integration with Salesforce, the Get option can read data from salesforce objects, and populates your form fields accordingly. To import data into form fields with salesforce Get integration, the process contains entering your form in the form builder, Properties panel and Get from Salesforce option, followed by setting up more options in the integration window. At the end after completing the entire setup process , hit the Apply and you will start seeing the Get option working on the go. Learn how to read data from salesforce into a web form