Trigger Salesforce Table Submit Button Using Field Update Button

This guide will explain how to trigger the Salesforce Table submit button using the “Field Update Button” field.

The “Field Update Button” field will also trigger the ”Auto Submit” field to close the form.

  1. Initial Setup:
  • Drag and drop a “Salesforce Lookup”, “Salesforce Table”, “Auto Submit”, and “Field Update Button” fields onto your form.
  • Rename the fields as required.
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  1. Configuring The “Salesforce Lookup” Field:
  • Click the pencil icon of the “Salesforce Lookup” field.
  • Set “Object” and “Display Additional Fields” as shown below.
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  1. Configuring The “Salesforce Table” Field:
  • Click the pencil icon of the “Salesforce Table” field.
  • Set “Object” and “Select Table Columns” as shown below.
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  • Update the “Custom Table Columns” as shown below.
  • API Name: Select the Table Columns fields.
  • Column Name: You can update the custom column name.
  • Data Type: Select the Data Type to show the field data on the table.
  • Editable: You can make the field editable by checking the checkbox.
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  • Options: Update the select options where the Data Type is “Select”.
  • You can separate the options using a comma “,”.
  • Example: Prospecting,Qualification,Needs Analysis,Value Proposition,Id. Decision Makers,Perception Analysis,Proposal/Price Quote,Negotiation/Review,Closed Won,Closed Lost
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  • Fill in the ”Formyoula Parent Field” and “Salesforce Parent Field” options under the “Advanced”.
  • Here ‘bc96-5db3-79e6’ is the field ID of the “Salesforce Lookup” field.
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Additionally, you can add filters for your records:

  • Add Record Filter - AccountId = '{{bc96-5db3-79e6}}' AND IsCLosed = FALSE
  • Here {{bc96-5db3-79e6}} is the field ID of the “Salesforce Lookup” field.
  • Using this, the “Salesforce Table” will filter the Opportunities based on the Account selected in the “Salesforce Lookup” field.
  • Or, if you need more filters, you can use the filter option for SOQL filtering.
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  1. Configuring The “Auto Submit” Field:
  • Click the pencil icon of the “Auto Submit” field.
  • Set “None” as “Action Type” and “Close” as “Action”.
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  1. Configuring The “Field Update button” Field:
  • Click the pencil icon of the “Field Update Button” field.
  • Set “Field Updates”:

‘Opportunities || event || records:submit’

‘Auto Submit || event || run’

  • We are using the “Field Update Button” field to trigger the Salesforce Table submit button and the “Auto Submit” field.
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  1. Test The Form:
  • Find an Account.
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  • Selecting an Account will show the Opportunities table.
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  • Update the “Stage”.
  • Click the ”Update The Opportunities And Close The Form” button.
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  • Now, the Stage field will be updated in Salesforce.
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For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂