Create a Salesforce Push Find (12 min)
Completion requirements
01 Getting Started
This tutorial will demonstrate how to locate existing records in Salesforce and add related records.
We will use a simple form to demonstrate this process.
![Example of a simple form](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/923425854/1_ExampleofSimpleForm.png)
We will use a simple form to demonstrate this process.
![Example of a simple form](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/923425854/1_ExampleofSimpleForm.png)
02 Configuring the Push
1. Click the + icon to open the Project Settings and click the Salesforce option. The Salesforce Integration screen opens.
![Screenshot of the project settings option](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/599944632/2_ProjectSettings.png)
2. Select the Push option and click the Create New button. The Map Salesforce fields screen opens on Object Settings.
![Screenshot of the salesforce integration screen with the push option highlighted](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/599944632/3_SalesforceIntegrationScreen.png)
![Screenshot of the project settings option](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/599944632/2_ProjectSettings.png)
2. Select the Push option and click the Create New button. The Map Salesforce fields screen opens on Object Settings.
![Screenshot of the salesforce integration screen with the push option highlighted](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/599944632/3_SalesforceIntegrationScreen.png)
03 The Object Settings Tab
1. Use the Object in Salesforce drop-down list to find the object, for instance, Account.
2. Add a description that defines the purpose of the push.
3. Use the Action drop-down to select the Find option. There are options to set parameters if there are multiple matches found. For this example, there should only be one account linked to the account number so we will keep the first record default option.
You can choose to skip or create a record ID if no match is found. For this use case, we want to skip.
![Screenshot of the object settings tab for map salesforce objects screen](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/67265768/4_ObjectSettingsTab.png)
2. Add a description that defines the purpose of the push.
3. Use the Action drop-down to select the Find option. There are options to set parameters if there are multiple matches found. For this example, there should only be one account linked to the account number so we will keep the first record default option.
You can choose to skip or create a record ID if no match is found. For this use case, we want to skip.
![Screenshot of the object settings tab for map salesforce objects screen](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/67265768/4_ObjectSettingsTab.png)
04 The Conditions Tab
1. Click on the Conditions tab to start creating a condition.
2. Configure the condition to Account Number Equals Field Account Number. Click the Apply button.
This process will not require any mapping as we will not be creating a record.
![Screenshot of the conditions tab for map salesforce fields](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/846827109/5_ConditionsTab.png)
2. Configure the condition to Account Number Equals Field Account Number. Click the Apply button.
This process will not require any mapping as we will not be creating a record.
![Screenshot of the conditions tab for map salesforce fields](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/846827109/5_ConditionsTab.png)
05 What does a Push Find do?
When this push is triggered to find a single record, the Account Number in Salesforce must match the Account Number entered by the user.
This differs from a get records operation, which finds data in Salesforce and returns it to your Titan Web project. This process typically runs a little slower as there are security measures when pulling data from Salesforce into Titan.
A Push Find runs entirely on Salesforce, it locates the record and does nothing more. This means it runs faster and is more secure.
You will want to use a push find in scenarios where you need to locate a record and reference it.
This differs from a get records operation, which finds data in Salesforce and returns it to your Titan Web project. This process typically runs a little slower as there are security measures when pulling data from Salesforce into Titan.
A Push Find runs entirely on Salesforce, it locates the record and does nothing more. This means it runs faster and is more secure.
You will want to use a push find in scenarios where you need to locate a record and reference it.
06 Creating a Child Push
1. Navigate to the Salesforce Integration screen and select the Push tab.
2. Click on the Kebab icon next to the created get. Select Add Child. The Map Salesforce Screen will open.
![Screenshot showing the kebab menu options displaying for a push with the add a child option highlighted](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/266064523/6_ChildPush.png)
2. Click on the Kebab icon next to the created get. Select Add Child. The Map Salesforce Screen will open.
![Screenshot showing the kebab menu options displaying for a push with the add a child option highlighted](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/266064523/6_ChildPush.png)
07 The Object Settings Tab for the Child Push
1. Use the Object in Salesforce to select the Contact option.
2. Add a description that defines the purpose of the push.
3. Use the action drop-down and select Create.
![Screenshot of the object settings tab displaying for the child push](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/294885866/6_ObjectSettingsTab.png)
2. Add a description that defines the purpose of the push.
3. Use the action drop-down and select Create.
![Screenshot of the object settings tab displaying for the child push](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/294885866/6_ObjectSettingsTab.png)
08 The Mapping Tab for the Child Push
1. Click on the Mapping Tab.
Titan has automatically matched the Account ID field on the contact object. This means that the newly created record will be assigned the ID of the account that was located in the push find.
2. Use the dropdown located next to the Last Name field and map it to the corresponding field.
3. Repeat the same step with the First Name field. Click Apply.
![Screenshot of the mapping tab for the child push](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/275425425/7_MappingTabChild.png)
2. Use the dropdown located next to the Last Name field and map it to the corresponding field.
3. Repeat the same step with the First Name field. Click Apply.
![Screenshot of the mapping tab for the child push](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/275425425/7_MappingTabChild.png)
09 Adding the Push Find to an Element
1. Click the button element and click the On Click Action icon. The On Click Action screen opens.
2. Hover over the Start icon with your mouse and click the + icon to open the Add Node screen.
3. Select the Salesforce Action option and click the Next button.
4. Use the Process push or get drop-down list and select the Push you created. Click the Next button.
6. Add a tag if necessary and click the Insert button.
7. The Salesforce action is added to the On Click Action screen. Click the Apply button.
10 Save and Preview the Project
1. Save and Preview your project.
When a user provides new details that are associated with an account number, their details will be added to your Salesforce.
![Preview showing how the captured data displays in salesforce](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/981966693/14_CapturedInformation.png)
When a user provides new details that are associated with an account number, their details will be added to your Salesforce.
![Preview showing how the captured data displays in salesforce](https://academy.titandxp.com/pluginfile.php/625/mod_custompage/topics/981966693/14_CapturedInformation.png)