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Platform

Dynamic Values – Sync from Salesforce

Business Background

Use dynamic values from Salesforce in your project for the image choice element.

How to Guide

Dynamic values let you use dynamic information from Salesforce for image choice elements.

Note:

Prerequisites:

Add a image choice element to your Web or Survey project.

  1. Click the + icon to open the list of elements.
  2. Select the Survey option from the list.
  3. Click-and-drag the Survey Image Choice element to the canvas.
  4. Click the Survey Image Choice settings Gear icon. The setting screen opens. The Content option is the default window.
  5. Select the Dynamic Values radio button.
  6. Click the Sync from Salesforce button.
Dynamic Values > Sync form Salesforce
Dynamic Values > Sync form Salesforce
  1. Use the drop-down list to select the source in Salesforce.
  2. Click the Next button.
Salesforce Configuration
Salesforce Configuration
  1. Click the Add a Condition option and configure a condition if necessary.
  2. Click the Next button.
Salesforce Configuration
Salesforce Configuration
  1. Use the drop-down lists to select the value and image.
  2. Click the Apply button.
Salesforce Configuration
Salesforce Configuration
  1. Save and Preview the project.

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