Lesson 3, Topic 1
Retrieve CRM Records to Use in Creator Apps
If you’re using Creator as a way to interface with CRM records, COQL is an ideal way to pull records into Creator forms and pages, for all the reasons we already discussed.
- Grab records and dynamically pre-populate picklist options
- Grab records and populate data dynamically into subforms
- Use different inputs on the Creator form to then trigger a workflow that pulls records based on the criteria input
– e.g. a client inputs their email address/password and Creator pulls up a history of all their deals, tickets, invoices, etc. with you