Titan Forms 2.0 | Mapping A Project Variable To A URL | Encrypting Salesforce Record IDs
This tutorial covers how to map a project variable to a URL and how to encrypt Salesforce record IDs so they can be passed through the URL safely.
With Titan Forms 2.0, you can create custom forms, collect and pre-fill data, use conditional logic, and automate business processes with our drag-and-drop Salesforce forms builder. Titan Forms works with any object and is the only product on the market with real-time Salesforce integration (https://titandxp.com/salesforce/forms/).
This tutorial explains how to map a project variable to a URL. To find out more about this topic, visit our Titan Academy website: https://academy.titandxp.com/Forms-Es....
If you prefer to jump to a specific section of the video, please use the time-stamped chapters below.
Chapters:
0:00 - An Introduction
0:28 - The Setup
1:52 - Save And Preview
3:16 - Encrypting ID
4:55 - Update Conditions
What will you learn?
When you pass a contact ID through the URL, the contact’s details are populated in the fields. An issue with this is that Record IDs can often be similar, this means that a user can change a letter and potentially view another contact’s information.
To resolve exposing the Record ID to users, navigate to your Salesforce account. The Titan package allows you to encrypt any field for your object. This means you can encrypt your record IDs.
You need to simply create a new field for your contacts and call it Encrypted ID, make sure that it is a text type and can contain 150 characters.
Next, navigate to Flows in the Salesforce Setup screen and follow these steps: click the New Flow button, select Record-Triggered Flow, and select Create. For this example, we have selected the Contact object to trigger when a record is created or updated, and the condition requirements must be met. Click the + Icon in your Salesforce flow. Select Action. Configure the action to Encryption, choose the ID as the field name to encrypt, type in your custom field (remember to put two underscores followed by a c as this is a custom field), add the contact as the object API name, and choose the record ID. Click Done.
Save and Activate your Flow. When your record is updated, the encrypted ID will populate. For the Encrypted ID to be passed through the URL, the conditions must be updated to the encrypted account ID field you created. Now you will be able to pass the encrypted ID through the URL to display the contact information without risking the user accessing another contact’s information.
FAQs:
What are variables?
Variables are used to store data from Salesforce and can be used to push data to Salesforce. Variables will not be visible to your end users. If you want to find out more about different types of variables, watch this video: • Titan Forms 2.0 | Working With Variab... .
What is Salesforce Record ID?
A Salesforce Record ID is a unique identifier assigned to each record stored within a Salesforce database. It serves as a primary key for identifying and accessing specific records across various Salesforce objects, such as leads, contacts, accounts, opportunities, and custom objects. https://support.titandxp.com/docs/gen...
How do I get started?
Contact us to build powerful no-code digital experiences for Salesforce (https://titandxp.com/). Learn how to create custom docs, forms, apps, e-signatures ( • Electronic Signatures for Salesforce ... , and surveys with Titan’s full suite of enterprise applications.
Visit Titan Academy (https://academy.titandxp.com/) and learn more about mapping a project variable and encrypting Salesforce RecordIDs.
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