FormTitan - Smart Bidirectional Forms with Salesfroce CRM Integration

Away back, we discussed the Salesforce Table in details. We also have discussed about building simple and advanced applications, consisting of using the simple and advanced table options. This article, in short, will describe the Salesforce Simple Table. The simple table helps you work with the basic table with salesforce. The simple table is consisted of a single level, used to read data from the salesforce. Additionally, the simple table allows you to read data from one salesforce object, only. This awesome tutorial on the Salesforce Simple Table will walk you through the process of creating a simple table.

The Salesforce Table helps users arrange their data, more quickly and efficiently. In this regard, you can populate your salesforce data in a Table element , and Table with Hierarchical as well. The Elements Panel in FormTitan contains the Salesforce Table element. From the Elements Panel, you can drag and drop into your form in case you want to use for working with salesforce. Once you drag the Table element, set the columns and configure the Get integration . This process will help you populate your Table's columns with Salesforce Get Integration. To make more complex applications, you can make the Table Hierarchical, using Parent Child Relationships to draw the data and carrying out writing to multiple objects at the same time. Moreover, this tutorial about Salesforce Table helps you find more information.

As we know about populating the salesforce data in a Table element  that helps users to display the data in a Table; this article will help you learn about mapping the salesforce fields to your FormTitan Hierarchical Table element. For the purpose, the Table element is made hierarchical. So, making the Table element hierarchical consists of adding additional levels to it. The process consists of taking on technical steps. However, we have compiled a breakthrough of the process , including the steps involved, and the following video that will help you learn and proceed with practical steps.

Once you complete the salesforce integration process , you can import, draw or populate your salesforce data into your Formtitan form. Here, the Formtitan form represents the form designed, created and finalized with the FormTitan form builder application . After you finish the integration phase, all you have to do is mapping the concerned salesforce fields to your form fields. Apart from drawing the salesforce normal fields into form fields, FormTitan also allows you to show the data in a Table, achievable by using the Table element that works with salesforce, especially. To know more about the practical demonstration of the process, see the video below. It will help you go through the process of populating your salesforce data into your form table element. To dive deep in the process, and learn the complete breakthrough, head towards this tutorial .

Like other salesforce fields that allow a user choose a value from a list of defined options, the salesforce formula field also works in the same manner. The Formula field represents a type of salesforce field that enables a user to choose a single value, option or choice from a list of defined values. By defined values, you can define and set the values, displayed in the list style after finishing the process. To draw the salesforce formula to your form field, you have two options in the mapping process, consisting of mapping it to a label element, or you can also map it to a text box or a link. The following video shows demonstration of mapping the salesforce formula to your form field .

The Likert element contains a series of questions in the FormTitan. It contains multiple questions or items that require the user attention regarding choosing a rating/answer on a scale that ranges from one attribute or characteristic to another. For example, users can select values such as strongly agree to strongly disagree . The data is arranged in the table. The data is referred to questions displayed on the left column. Similarly, the answers are shown in the header. In the same manner, the options such as radio buttons, check boxes and text boxes are shown as indication types inside each cell. For more details, watch the following video. The video helps you in pushing the Likert field to Salesforce .

The Salesforce Master-Detail Relationship field also creates relationship between records. The master detail relationship field is used to create relationships with a different perspective, where the master record controls certain behaviors of the detail record, such as record deletion and security. Like other salesforce field types, where we listed the video tutorials for each, let's have a look at the following video for the purpose. The video below will help you map the Master-Detail Relationship field from salesforce to your form field. The video will show you the mapping process of the master detail relationship field to form, create with the FormTitan form builder.

In the salesforce world, salesforce integration plays a vital role in managing your customers with data. As salesforce is used to manage your customer relationships, the salesforce lookup relationship creates a relation between two records. The purpose of the lookup relationship is to create association between two records. Let's learn about how to map your lookup relationship field . The following video will help you go through the process, and will allow you to map the said field to your FormTitan form field. Regarding FormTitan , it is a powerful form builder that helps you create online forms, and provides the salesforce integration as well.

The salesforce currency field is used to store the currency amount. To properly draw the salesforce currency values into your form fields, you will need to go through the process of mapping it to a Textbox or Numeric element. The purpose of mapping the salesforce currency field to a Textbox or Numeric element is that, you can store the currency value in a field that describes the text or numeric attribute. To proceed and go through the process of mapping the salesforce currency field type to your form field, the following video will help you learn the basic concept of the mapping process.

Among other profitable salesforce field types , the Percent field allows users to enter a percentage number . It allows entering the percentage number in decimal format. An example of the decimal format is 0.10. The main attribute of the salesforce percent field is that, it converts the decimal value to a percent, automatically. Moreover, the Percent field requires mapping to a Textbox or a Numeric element. After you map the fields properly, you can draw the salesforce percent to your form field. Let's have a look at the video below, and learn the mapping process of the salesforce percent to your form field.

The salesforce Data/Time field allows choosing a date and time of the day. It shows a popup calendar to choose your desired date, and enter a time of the day. The popup calendar helps the users set the options by pointing and clicking on their desired setting for the fields. With the salesforce Date and Time field, the users can set the time with AM and PM options. The fields such as Last Modified is an example of the salesforce Date and Time field in the salesforce account object. Watch the video below, and learn about mapping the salesforce Date and Time field to your form field.

Whenever you need to link a child external object to a parent standard or custom object, you will use an indirect lookup relationship field. To use the salesforce indirect lookup relationship field, create an indirect lookup relationship field on an external object, specify the parent object field, and proceed to the child object field. It will help you match and associate records in the relationship. To proceed with practical action, the following video will help you through the mapping process. Watch the video below, to learn about mapping the Indirect Lookup Relationship field from salesforce to your FormTitan form field.

To choose a single value from a list of defined options or values, Hierarchical Relationship field type is used. This type of relationship provides specialty in case of lookup relationship. Moreover, it is available only for the user object. Hierarchical Relationship field enables a user to use a lookup field, allowing to create association between users. The following video will help you learn about mapping the salesforce field to your form field.

Like all salesforce fields that help users draw the salesforce fields to form fields, among them; the salesforce external lookup relationship field allows linking between objects. Diving into details, the salesforce external lookup relationship field links a child standard, custom, or external object to a parent external object. It is one of the most important salesforce field types introduced with salesforce connect . The main point in the said field is, it connects an object to an external object. To demonstrate the practical endeavor, the video below will help you map the salesforce external lookup relationship field to your form field .

Like the Text area field, the salesforce Text area Rich field also accepts the text. There is a difference between both fields, the difference of accepting text in various lengths. The salesforce text area field accepts the text in 255 characters, while the Text area Rich field allows entering the text in  131,072 characters. It means, the salesforce text area rich field is capable to save more text than the salesforce text area field . The text characters are displayed on separate lines similar to a Description field. The video below will help you learn about mapping the salesforce Text area  Rich to your form field.

The salesforce text area field accepts the text containing 255 characters. The text area field is similar to description area, displaying the text on separate lines. You can enter the text of your choice in the salesforce text area field. The text in the field contains full stops, small and capital letters as well. The Description field in the salesforce contact object is an example of the Text area field. Like other salesforce fields, you have to map it to a Text area element to draw the salesforce Text area to your form field. The following video will show you how to map the salesforce Text area field to your form field.

As described in earlier posts, the field mapping process helps users draw the salesforce fields to form fields. Examples of such fields include the salesforce email field, number field, auto number field, phone field and text field. Similarly, the salesforce URL field helps users enter any web address. The field accepts a length of 255 characters, and allows valid web address. The users can also access the field value, the URL, by clicking on the field entry. The system will let the browser load the value of the field in a new window. You can watch the below video to learn more about how to map the salesforce URL field to your form field .

The users can use the Number field to enter any real number. The input is treated as the real number, meaning that the leading zeros are removed from the entered number. To use the number field, and draw the salesforce number to your form field, you will have to map it to a numeric element. Go ahead, create your form with Formtitan form builder, integrate your forms with salesforce and take benefits of the salesforce number field to draw it to your form field. The following video will help you take on the process of mapping the salesforce number field to your form field.

As described by name, the Auto Number field is used to automatically assign a unique number to each record. It helps you avoid copying numbers again by entering numbers automatically. Once the Drop down element is used in the mapping process, you can use the Auto Number field and draw the salesforce auto number to your form. Like other salesforce field's characteristics, auto number provides automation for entering values. This improves the productivity, and put you aside of the manual entry in the fields. The following video will walk you through the process of mapping the salesforce auto number to your form field.

In order to import salesforce email into form, you will need to map it to an email element. In this regard, you can use the picklist field to enter an email address of up to 80 characters long. After you enter the email entry, the system will run validation to ensure its proper format. Users can also choose the address when using the Send an Email option, if the field is specified for contacts or leads before. The salesforce contact object represents the Email field as Contact Email. For more information on how to map the salesforce email field to your form field , you can watch the following video for procedure details.