Salesforce Default Values: Import for Elements

Business Background

Import Salesforce default values into Titan Web.

Titan Solution

Titan Web allows your business to import default Salesforce values for specific elements, such as button groups, checkboxes, drop-downs, and multiple select picklists, with no code.

How to Video

• 0:01 A brief introduction on how to import Salesforce default picklist values into Titan Web.
• 0:09 Explore Salesforce field values.
• 0:37 Edit Salesforce values to be set to default.
• 0:52 Refresh metadata in Titan Web.
• 1:13 Add a drop-drown element and configure it to sync default data from Salesforce.
• 1:48 Add a checkbox element and configure it to sync default data from Salesforce.

How to Guide

You can get the Salesforce Default option under Interactivity for the following elements:

• Button Group
• Checkbox
• Drop-down
• Multiple Select Picklist

Titan Web will use the default value that was set in Salesforce.

1. Select the expand (+) icon next to the settings icon in Titan Web. A list of elements will show.
2. Add one of the following elements to the canvas:
   • Button Group
   • Checkbox
   • Drop-down
   • Multiple Select Picklist

3. Select the Gear icon of the element that you added. The element’s Settings screen opens.
4. Under Content, make sure that the Dynamic Values radio button is selected.

5. Under Interactivity, select the Salesforce Default checkbox.

The default value, as set in Salesforce, will be used in your project.

Interested in our Titan/ Salesforce Integration? Read more about our Salesforce Forms and Dynamic Forms via Titan.