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.