Save & update records in objects

There is always a need to ensure records are kept up to date and have the latest contact details, sales figures, or case details. The Salesforce Save or Update methods allow you to update records in Salesforce directly from your mobile device.

Examples and code snippets

Examples are based on test data in a Jigx demo Salesforce environment. Copying the sample code must be adjusted to represent your own Salesforce environment.

Update opportunity amount

This example shows how to update a Salesforce Opportunity record. From the list of opportunities using the onPress action the jig opens a form showing the opportunity name and amount. Edit the amount field. Using the Salesforce Providers save method the opportunity is updated.

:::CodeblockTabs

Salesforce-opp-update.jigx

title: Opportunity Update
description: Update the opportunity Amount
type: jig.default

header:
  type: component.jig-header
  options:
    children:
      type: component.image
      options:
        source:
          uri: https://images.unsplash.com/photo-1509228627152-72ae9ae6848d?ixlib=rb-4.0.3&ixid=M3wxMjA3fDB8MHxwaG90by1wYWdlfHx8fGVufDB8fHx8fA%3D%3D&auto=format&fit=crop&w=1470&q=80   
    height: medium
  
datasources:
  opp-amount:
    type: datasource.sqlite
    options:
      provider: DATA_PROVIDER_LOCAL
      entities:
        - entity: Opportunity
      query: SELECT id, '$.Name', '$.Amount' FROM [Opportunity] WHERE id = @id
      queryParameters:
        id: [email protected]
    
children:
  - type: component.form
    instanceId: opp-form
    options:
      children:              
        - type: component.text-field
          instanceId: id
          options:
            initialValue: [email protected]
            isHidden: true
            label: id   
        - type: component.text-field
          instanceId: Name
          options:
            label: Opportunity Name
            initialValue: [email protected]
        - type: component.number-field
          instanceId: Amount
          options:
            label: Amount 
            initialValue: [email protected]
       
actions:
  - children:
      - type: action.submit-form
        options:
          title: Update Amount
          provider: DATA_PROVIDER_SALESFORCE
          entity: Opportunity
          formId: opp-form
          method: save
          data:
            id: [email protected]
            Amount: [email protected]
          onSuccess: 
            type: action.go-back  

salesforce-opp-list.jigx