In this guide, we will explain how you can use Salesforce Table Field on your Formyoula Form.
Salesforce Table displays single Object records in a table that allows updating them in Salesforce. The records can be filtered based on Salesforce SOQL syntax.
To start with, Drag and Drop a Salesforce Table" field from the Tab “Salesforce” under “Drag and Drop Fields” on your form.
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Click on the pencil icon to edit the field properties.
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Here is the explanation of the fields:
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Custom Table column:
This property allows you to give alias names to the table column. Click on the right arrow to expand the tab. Click on the “Add Column” button to add columns.
Note: Before adding custom table columns, please select the Salesforce Object and click on Apply Changes. You will then be able to see the API Names to match Custom column names.
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Below is the screenshot for mobile app reference.
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Advanced:
To set the properties for using records Offline, click on the “Advance” Link and fill in the desired properties in the fields.
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Also, please find other references and technical guides for the Salesforce table element.
For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂