Get Dynamic Salesforce Values for Ranking Elements

Business Background

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

How to Guide

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

1. Click the ranking element’s Gear icon. The Ranking Settings screen opens.
2. Click the Dynamic Values radio button to use dynamic Salesforce values.

3. Click the Gear icon to open the Project Settings of the Titan Web project.

4. Select the Salesforce option. The Map Salesforce Fields screen opens.

Map Salesforce Fields

1. Under Object Settings, use the drop-down list to select the Salesforce object.Click
2. Use the drop-down list to select the trigger to execute.
3. Select the Up to N records radio button to select the option and add a number value in the N field.
4. Click the Apply button.

5. Under Mapping, use the search field to search for the ranking elements. Ranking options are only available when Dynamic values were selected under Content.
6. Map the fields as follows:
   • Ranking/Item index – the system automatically generates the numbering, for instance 1 to 10. You don’t have to make any changes.
   • Ranking/Item Value – select the value that you want to receive from Salesforce.
   • Ranking/Item Label – this is the label that will be shown on the project and that the customer will rank.

7. Click the Apply and then the Close buttons.
8. Save and Preview the project.
9. Click the Debug button if necessary. The Debug Project screen opens.

You can view the Index, Value and Label information.