No-Code Web App Builder for Salesforce | Upload File to a Single Record
Автор: Titan | Salesforce Forms | Salesforce Doc Gen
Загружено: 2023-06-08
Просмотров: 572
Описание:
Follow us in this tutorial video, where we show you how to upload a file to a single record in Salesforce ( • Titan Forms 2.0 | How To Upload Files To A... ) with Titan Web. Get ready to spoil your business teams with Titan and keep a look out for our other videos to learn more about our powerful and robust features!
By choosing a powerful tool like Titan Web (https://titandxp.com/salesforce/cloud...) to create any web process, you can make codeless, function-rich websites for Salesforce in minutes, cutting down the time to market and delivering websites people actually want to use. Cost-effective and with a responsive support team, Titan gives you complete flexibility in terms of the design, layout, and style of your web platforms, with zero development necessary.
If you prefer to read our step-by-step article, visit our Titan Academy:
https://academy.titandxp.com/Titan-We...
What will you learn?
This tutorial video will start by explaining how to create a simple form in Titan Web (https://titandxp.com/pricing/titan-web/). Use the element menu to insert the elements you need for your form. Ensure that a file upload element is included, this can be found under the input tab or by searching in the finder field.
There’s never been a better time to upgrade your business by learning how to take full of advantage of the Titan platform. In this short tutorial video, we will then take a look at configuring a Push action. Before that, you may want to know how to create a Salesforce push, so watch this video: • Titan Forms 2.0 | Create A Salesforce Push... .
We also cover how to deal with the object settings and mapping tabs, so make sure to keep watching the video tutorial.
Next we explore creating a child Push in Titan Web as well as assigning your action to a button. Demonstration almost sorted! We finally show you how to save and preview your project.
Overall, the user inputs their details into a web project and then clicks submit. Those details will be captured in salesforce and will include the uploaded document.
Chapters:
0:00 An introduction
0:11 Start with creating a simple form.
1:18 Configure the Get action.
1:56 Add a child Push.
3:10 Assign action to a button.
3:18 Preview your project.
How do I get started?
Contact us to build powerful no-code digital experiences for Salesforce (https://titandxp.com/). Learn how to create custom docs, forms, apps, e-signatures ( • Electronic Signatures for Salesforce | Tit... , and surveys with Titan’s full suite of enterprise applications.
If you find this video helpful, hit the like button.
You can reach out by visiting:
LinkedIn: / mycompany
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Facebook: / titandxp
Titan Website: https://titandxp.com/
AppExchange: https://appexchange.salesforce.com/ap...
#SalesforceFiles #UploadFiles #SalesforcePush #Mapping #ObjectSettings #TitanWeb #salesforceintegration #salesforceplatform #WebAppBuilder #WebApplications
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