- Notice: Before you start make sure you have authorized Docomotion to update Salesforce data. See 'Authorizing to interact with Salesforce data'.
Updating Salesforce Data
Step 1: Adding Interactive Fields to a Data Model
- When creating a Data Model for Forms, Salesforce fields can be added as Applicative or Interactive.
- Interactive fields allow recipients to change values and submit updates, reflecting changes in Salesforce.
- Select fields from the Available Fields pane, and they appear in the Selected Fields pane.
Step 2: Adding Interactive Salesforce Fields in Designer
- Open the Designer in Salesforce.
- Click at the location in the Form to place the tag.
- In the Data Model panel select the Interactive tab.
- Click on the required object to expand the view of all available fields.
- Double-click to insert the required field into the Form.
- Insert the Submit button to enable information updates in Salesforce.
- Design the Form as needed and preview it.
- Notice: In some cases, i.e. when needed to add a Signature field to a form, you will need to create a 'Interactive Collection' and incorporate it to the form. For additional details see 'Interactive Collections'.