Add/Edit Record

Add a new record or edit the existing record in any object from the portal and it will get reflected in Salesforce.

If the Add/Edit/Delete accessible rights are provided from the CRM side in the user role-wise, the user can add/edit/delete the record of that object.

The portal users will get the Add/Edit page “look and feel” as per the configuration in the “Block settings” from the WordPress -> Manage Page blocks.

The portal user will get the ‘place holder’, ‘validation’, ‘help tip’, and ‘Read Only’ fields as per the configuration in the Layout Settings -> Field Management Settings from Salesforce CRM. The portal users will get some fields as mandatory that are selected as “Required” in Field Management Settings.

The portal users will get the Validation message which is added from the Field Management Settingsà General Management.

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