We provide you with a button action that allows you to set an arbitrary value on Salesforce for a previously imported contact from Salesforce on the platform (Lead/Account/Contact), when the contact clicks a specific button of a form created on the platform.
To add the action, from the button modification, select the value Edit a Salesforce field from the drop-down actions menu and click on Add action. We will display a window where you can set the parameters of the action.
The Entity field must correspond to the value of the Salesforce type field set in the contact filling out the form.
The Field must contain the exact ID of the field in Salesforce. It is recommended to update the metadata on the platform so that any changes to the field are acknowledged and to avoid errors during compilation.
The Value field should report the value to be assigned to the field. For boolean fields, use the strings true (to set true) and false (to set false). For date fields, use the format used on the platform, for example, dd/MM/yyyy HH:mm.