Filter Form Templates Based On The Salesforce Objects

This guide will explain how to filter form templates based on Salesforce Objects. We will use a helper form that allows checking/filtering form templates based on the Salesforce Object connections.

  • This will display all the forms you have full access to.
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  • You can search or filter the connections as per requirements.
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  • Clicking the "Edit Connection" button will open the connection page for the particular form.
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