Configure Salesforce Integrations

Business Background

Use Configure Salesforce Integrations to link your input fields to Salesforce data, this syncs the data to update/retrieve Salesforce records directly.

How to Video

• 0:02 An introduction to Configuring Salesforce Integrations.
• 0:22 Navigate to the Index Settings.
• 0:40 Learn about Configuring Salesforce Integrations.

How to Guide

1. Click the expand (+) icon next to the settings icon in Titan Web. A list of elements will show.
2. Select the Input option from the list.
   • Any input that has the Salesforce option can be used.
3. Drag and drop any input element to the canvas.
4. Click the Element settings Gear icon. The Element settings screen opens.
5. Select the Salesforce option.
6. Click the Configure Integrations button.
   • You can create a Push or Get record.

Create a Push

1. Select the Push option and click the Create New button. The Map Salesforce fields screen opens.

2. Select the Object in Salesforce drop-down list, for instance, Contact to identify your recipient.
3. Select the Action drop-down list to specify what you want to do, for instance, if you want to create, update, find or delete an object. In this article, we used the create option example.
4. Add a description if necessary. This is not a mandatory field. The description is used for internal needs. It describes the goal of the data from and to Salesforce internally.
5. Click the Apply button.

The push will show on the Salesforce Integrations screen.

Create a Get

1. Make sure that the Get > Records option is open and click the Create New button. The Map Salesforce fields screen opens.

2. Select the Object in Salesforce drop-down list, for instance, Contact to identify your recipient.
3. Select the Trigger to execute pull drop-down list to specify what you want to do, for instance, if you want to pull when content is loading or according to your action. In this article, we used the on-load option example.
4. If necessary, type any description in the field. This is not a mandatory field. The description is used internally to describe the scope of the action.
5. Click the Apply button. The created push will show on the Salesforce Integration screen.

The created Get and Push will show under the Salesforce option on the Settings screen.