Set up a Salesforce Data Source

Available on the Advanced and Enterprise tiers:

A Salesforce Data Source Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. retrieves data from Salesforce to populate answer choices in a TrueContext form. The topics in this section describe how to choose and configure the right Salesforce Data Source for your integration.

These topics also describe how Salesforce Data Sources Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. create consistent responses in TrueContext forms that reflect the information in your team’s Salesforce records and Objects.