Salesforce Type

Specifies whether the Salesforce lookup is a data query, or if it is used for translation.

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher.

Good to Know

• Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

1. On the Application Explorer screen, do one of these:
   • Open an eForm.
   • Create an eForm in a Process.
2. Do one of these:
   • Add a Single Select Lookup control:
     1. On the eForm Builder screen, in the Toolbox, open the Advanced Controls tab.
     2. On the Advanced Controls tab, drag a Single Select Lookup form control onto your eForm.
   • Change a Single Select Lookup control:
     1. On your eForm, click the control, and click Edit .
3. On the Single Select Lookup screen, in the Configure tab, click Add Lookup .
4. On the Select Data Source Type screen, select Salesforce .
5. Click Next.

Fields