This lesson will cover the following topics:

03 | Setup

01 Getting Started

This tutorial covers setting up a draft option for end-users when accessing your project. We will show you how to configure regular pushes to your Salesforce objects to store partial data so your users can continue to complete your forms in stages.

02 Identifying the User

It is important to identify your end-user. This ensures that any data is saved to the correct corresponding Salesforce Object. Implementing our User Access tools can do this. Make sure you check out our course on Security and Access.

This project was set up to allow users to log in with existing credentials or create a new account. If an existing user signs in, their details must populate the project form. If a new user signs in, the first form must be empty to capture their details.

Project settings > user access tab

03 Setup

A stepper element was used to create three different steps.

  • Step 1 will create an account or display an existing account if the logged-in user is already associated with an account.
  • Step 2 will display the existing contact information for the associated account and allow for the Push of updated information to Salesforce.
  • Step 3 will upload a file attachment to the contact.

Screenshot of the example project

Two buttons were inserted into each form to push the data to Salesforce at every step.

  • Back button - To navigate back to the previous step in the stepper.
  • Next button—Push the data to Salesforce and navigate to the next step. This Push will store the user's data in the mapped Salesforce fields. If you would like to store the data in separate fields first, you can create dummy fields in your Salesforce.

To ensure that the users interact with the buttons that were configured to Push the Salesforce data, the following two functions were enabled in the Stepper settings Interactivity menu:

  • Disable Name Click
  • Hide Controls

Stepper settings showing the interactivity tab

04 Page Actions

Two Every Time actions were configured: one to retrieve the account data and another to retrieve the contact information. These Get actions will run in parallel.

Configure actions window showing everytime actions tab with Salesforce action configured

05 User Experience

When the user logs into the form using Smart V, their data will be prepopulated in the form. If the user does not get to the file upload portion of the stepper element, they can return to your project and log in again. All their previously completed information will be available. This is because as they completed each step of the form and clicked next, their data was pushed to Salesforce. This ensures a better user experience, as users do not have to complete a form from scratch each time they log in.

06 Got Feedback?

Additional Resources