No-Code Salesforce Web App: Push and Nest a File
This tutorial will cover how to push data from your web form to Salesforce. This includes creating a record, updating a record, and creating a file in Salesforce. We will also cover triggering a Salesforce action ( • Titan Web | Salesforce Integration Tr... ) for a button.
Chapters:
0:05 Introduction
1:00 Adding a File Uploader Element
3:57 Create New Push
6:22 Add a Child Push
11:55 Ensure Push is Properly Set Up
13:32 Push Update
18:28 Summary
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What steps should you follow?
For complete steps, consult the video, but here is a quick run-down below:
1. How to Add Rows and Columns to a Form: Click on the +icons to add rows and columns. You can also, hover over the row or column and click the kebab menu. Select from the listed menu options to make changes to your form.
2. File Upload Element: Select the + icon, navigate to the Input tab, and drag and drop the file upload element into the form row. Click the File element gear icon. The element settings window opens.
3. Use the Max Files field to set a file upload limit. Enable the Image Compression switch to compress an image upload. Enable the File Types function to choose what file types users must provide.
4. Value Tab Rule: Click on the Value Rule Tab and select the Set Value Rules button. The Set Condition screen opens. Set a condition rule that users cannot upload a file larger than 30MB. Add a note so users will be informed if their file is over the limit. Click Apply once your configuration is complete.
5. Set up a push by selecting the push option on the Salesforce Integration Screen and clicking the Create New button. The Map Salesforce fields screen opens on Object Settings.
6. Use the Object in Salesforce drop-down list to find the object, for example, Contact. Add a description that defines the purpose of the push. Use the Action drop-down and select Create.
7. Click the Mapping tab to start configuring your mapping. Use the drop-downs to map the Salesforce Fields to the corresponding Elements. Use the filtering options to display what fields you have mapped.
8. Creating a Child Push: Navigate to the Salesforce Integration screen and select the Push tab. Click on the Kebab icon next to the created get. Select Add Child. The Map Salesforce Screen will open.
9. Use the Object in Salesforce to select the Files option. (Content version can also be selected) Add a description that defines the purpose of the child push. Use the action drop-down and select Create.
10. Click on the Mapping Tab. Use the Filters to view the mapped fields. Titan has automatically mapped the element to the first push. This means that the file uploaded will be associated with the contact. Use the dropdowns to map the Version Data field to the file upload element. For the Title element, we will be creating a custom element. Select custom using the element drop-down and click the Custom Gear icon. The Custom Window pop up opens. Add a custom message and use the drop-downs to select the fields. This will be the title of your document.
11. Add the Push to an Element. For this tutorial, we will insert the push to run when the user confirms their submission.
12. Save and preview the project. When a user provides new details, your Salesforce will be updated with their content information including the captured file.
13. You can also update a create push to an update push. By updating the existing push, you do not need to remap the push to your button element.
14. Save and preview to test update: When the user provides new information associated with an email address, the details will be updated in Salesforce.
FAQs:
Is there a top Salesforce Experience Cloud alternative that does not need coding knowledge?
Titan Web is a zero-code app that enables you to integrate your web projects with Salesforce. No need for heavy development work in your projects.
Is Titan Web also an alternative to Salesforce OmniStudio?
Yes, you can try out our Titan Web application if you are looking for the best alternative to Omnistudio (https://titandxp.com/salesforce/omnis....
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