FormTitan - Smart Bidirectional Forms with Salesfroce CRM Integration

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 .

Recently, we addressed learning the usage of the logs  containing integration events. Keeping in mind the importance of the logs, we discuss the push logs that are available in submissions. According to recent updates, you can now access the push logs from the submissions page. You can see logs related to push actions that tell you about the success or failure of push actions. Apart from that, you can learn more about the topic here . In this tutorial, you learn through a detailed walkthrough of the feature, along with steps and benefits you need to learn.

A log history keeps track record of errors occurred in the system. It helps you understand different events and error messages, and helps you troubleshoot your system properly. In FormTitan integration, you can see logs. You can see logs of push operations. You can find out the status of every push operation, success or failure. This provides real knowledge about your push operations. For more information on logs in FormTitan for Salesforce integration and mapping, you can learn more from this tutorial . After you learn the basics, you can play with Account Settings to find the logs feature.

Conditional logic allows users to perform things under various conditions. When something occurs, the system takes another action based and defined in the conditional logic clause. With conditional logic in the PDF mapping , you can create PDF if a specific condition is True. Before this feature, users could create PDF without form condition. You could create PDF on form submission in the past. This feature plays importance in two cases. It automates the PDF creation process, cutting down the manual work. On the other hand, you can now create smart applications and create a PDF in the output, if the condition is True. Also, learn more about the mapping process .

We use message boxes to convey information to users. The message box contains text regarding a specific event, notification or update that lets users know, act or proceed with specific instructions. In Form settings, you can adjust message text for desired events and operations. This feature illustrates FormTitan's best system for Salesforce integration and mapping. With recent updates, you can also change the title of the message box that appears after the form is submitted. Form owners can show form fillers suitable messages on form submission. To learn more about the topic, proceed to this tutorial about changing the title text for the Thank You message box .

You have been using Save and Resume option in FormTitan for Salesforce system. This option helps you enter and save the form to complete the form at a later time. The new updates include features about using the Save and Resume option in Hebrew. You can now see the Hebrew translation to the Draft window. This happens automatically when you choose your form language as Hebrew. You need to learn more about the subject topic. In this tutorial , you learn briefly the way you can implement the said feature. To expand your knowledge about salesforce, it is recommended to proceed to this tutorial about populating your form fields with Get integration .

Generally, the form entries are submitted when a user clicks the submit button. In this case, the form filler has no option to edit or change the data. With "Allow Later Editing" option, the form filler has the option to edit the entered data. Users can edit and change their form data by accessing their forms with a specific URL. This feature provides a flexible routine for editing form entries. In this case, users can enter their form entries after form submission. This tutorial at FormTitan support blog covers the topic in details, including topic definition and important instruction as well.

New bugs have been fixed in FormTitan for Salesforce integration system. The first bugfix contains calculated field relation with CSS. The calculated field was not affected by CSS before, the system got improved with this bug fixed properly. In the same manner, the second bug was about salesforce table. Before this update, the system had the option to change the table caption but the rows at the bottom of the table were not available for translation. The recent bug fix edition of the FormTitan fixed this issue properly. Let's learn more about these bug fix updates, go to this tutorial for more information.

The Set Value From option helps you use the value of another field. You can make use of the option in conditioning situations, and assign the value of one field to another on the basis of a condition. The Set Value From option is added to FormTitan recently. It is indeed a major achievement in Drop down and Radio buttons. The use of this option provides extra flexibility to populate specific fields. Choosing an item from the Dropdown or a Radio button helps you achieve populating form fields quickly. Let's learn more about the subject, and proceed to the page describing the  use the "Set Value From" feature in FormTitan. Also, read about salesforce get integration feature in FormTitan.

FormTitan supports displaying Google Map for its users. Form owners can display the exact location of the address in the form. This approach works when a user fills an address into form address field. We can call it embedding google map address into a form, or mapping the address from Google maps. The feature gives location understanding of the form filler, right in the form. The map is displayed below the form fields, identified by the label saying Google map. The page at FormTitan support blog describes the map feature in details. For more information, read about the mapping process of form fields. Also, read about how to set your Google map to an address field .

Time by time, FormTitan has been updated with new payment integration systems. With these services, the form owners can design forms that accept payments online. Users can buy products and services by using the payment integration system to pay online. There are lots of payment integration systems in the FormTitan system. Another new one called the Authorized.Net has been added recently. To learn about the payment integration services in FormTitan, you can proceed to this tutorial about using the payment integration systems in your form . Also, pay special attention to this tutorial about Authorized.net payment integration in FormTitan.

FormTitan supports payment integration to sell your products and services. You can add a payment to your form, sell your products and collect payments on the go. By using payment integration, you can collect the credit card payments on your forms. The system has been updated with a new payment integration feature, known as Payment Hub. The Payment Hub is known as one of the major payment solutions in the Salesforce CRM. You can learn more about the Payment Hub and its features on the FormTitan blog . Also, it is recommended to learn about adding a payment to form .

The Salesforce Table ensures data arrangement in tabular form. It helps users create tables, consisting of rows and columns to save and show the data. According to new updates in FormTitan for Salesforce Integration and Mapping, the Salesforce Table cells can also be linked. This means that users can now add links to their Table cells from the Salesforce account. The Table cells linking feature populates the table's cells with more information by adding relevant links. Users can proceed to more information or page by clicking on the table cell links. For more information about the subject, this tutorial at FormTitan support blog helps you cover the topic. Also, read all about using the Hyperlinks in Salesforce .

To begin with online forms, form fillers follow a traditional approach to use forms. Users fill in the forms and press the submit button at the end. Unlike this routine, the new feature in FormTitan plays a vital role in submitting the form automatically. With new Auto Submit feature in FormTitan, you can load, auto-populate and submit the form automatically. This process eliminates the traditional manual work while filling into form fields. For more information about Auto Submit feature in FormTitan, you can learn from this tutorial about Auto Submit . Also, read more about Auto Submit .

A Lead represents a potential prospect for the Sales team. The sales team finds leads for marketing and carrying out sales prospecting. The example of a Lead is an email address. In FormTitan for Salesforce Integration and Mapping, you can convert a Lead into Contact. The Lead represents a standard Salesforce object for a potential prospect. For the same purpose, the Salesforce officially provides a Convert Lead function. This function does the same for Salesforce users, converts a Lead into Contact. For more information about the subject, proceed to this tutorial . Also, learn about converting a Lead into Contact .

In Dependent picklist in FormTitan for Salesforce Integration and Mapping, there are many picklist values. In this situation, users create a picklist that has different child values under each picklist value. The subject of dependent picklist is added to FormTitan system. The Dependent picklist allows users to create a hierarchy, consisting of the picklist values. These values are referred to as child picklist values. Let's learn more about support for Dependent Picklist in FormTitan for Salesforce Integration and Mapping . Also, proceed to learn more about using the Dependent Picklist . In this tutorial, you can learn about using the Dependent picklist, with proper screenshots and action steps.

The Salesforce Table is one of the most important functionalities in the FormTitan form builder. In the recent version of FormTitan, we announced an update regarding Salesforce Table. The update contains the style of the table modal window. That said the form owner can now change the style of the table modals, including View, Edit and Add options. To proceed, you select the Table on canvas, proceed to style tab and make necessary changes. For information about the update that highlights the Salesforce Table Modal window style, proceed to this tutorial . To learn more about the Salesforce Table, this tutorial about changing the Salesforce Table style holds important knowledge.

There is a new option added to FormTitan for Salesforce Integration and Mapping. The new feature is added to the calculated field. By turning the Function mode on, you can perform calculations as necessary. Users can carry out various calculations by using the JavaScript code. Moreover, you can perform different types of calculations with the JavaScript code, including string or math functions. Let's learn more about the new update regarding calculated field type. Proceed to this tutorial for more information about Function mode to string calculated field . Also, you can learn about other updates regarding calculated field type .

As you know, FormTitan supports many payment integrations, including PayPal, Stripe, iDeal, Tranzila, iCredit, BlueSnap, Mollie and a new system called YaadPay. Payment Integration is one of the most important features in online forms. It helps you sell your digital products and services, and make you able to accept and collect payments on your form. To learn more about payment integrations, and how to add a payment to your form; proceed to this tutorial . This tutorial will help you achieve the process properly. Moreover, this page contains information about the new payment integration update, YaadPay.

The Button element in FormTitan works in different manners. By default, the button element works as a submission element. But you can change its function according to convenience. A new function is added to the Button element. You can now use the Button to carry out specific conditional behaviors, including show/hide or enable/disable. You can find the button condition in the list under Button Type. For more information about the new update in Button type element condition, proceed to this tutorial . Also, it is recommended to expand your knowledge about the button-type element, this tutorial will play an important role.