Push (12 min)

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

This project was set up to either allow the user to log in with existing credentials or to 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.

A stepper element was used to create 3 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 updated information to be pushed to Salesforce.
• Step 3 will upload a file attachment to the contact.

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

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

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

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 to each other.