Salesforce Default Values
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Display the Salesforce Default values as the element default values, in just a few clicks. The Salesforce Default option is available on the Drop-down, Multiselect, Checkbox, Radio, and Button Group elements. This option allows you to sync Salesforce’s default value as the element’s default value.
How to Video
- 0:02 An introduction to Salesforce Default.
- 0:13 We show you default values in Salesforce.
- 0:45 Navigate to the Index Settings.
- 1:04 Learn how to set the Salesforce default.
- 1:08 Preview the updated project.
How to Guide
- Select the expand (+) icon next to the settings icon in Titan Web. A list of elements will show.
- Select the Input element option from the list.
- Select and drag the Multi-Select Picklist element option to the canvas.
- Select the Multi-Select Picklist settings Gear icon. The Multi-Select Picklist Settings screen opens. The Content list is shown by default.
- Select the Dynamic Values radio button.
- Select the Sync from Salesforce button. The Sync from Salesforce screen opens.
- Select an Object from the drop-down list, for example, Account.
- Select a field from the drop-down list to choose the source containing the items in Salesforce.
- Select the Apply button. The drop-down will show the information from the object you selected.
- Select the Multi-Select Picklist Settings Gear icon. The Multi-Select Picklist Settings screen opens.
- Select the Interactivity option from the list.
- Select the Salesforce Default value checkbox to get picklists from Salesforce.
- Save and Preview the project.
The multiselect picklist will show the information from the object you selected. See the example below.
Interested in the Titan/ Salesforce Integration? Check out our article on Salesforce Forms and our dynamic forms for Salesforce.