Self Detailing 2.0: Using Secure JS Bridge Method

The JS Bridge methods for exchanging data with Salesforce are disabled for Self Detailing meetings because an anonymous user can access data.

In this case:

  1. Use the secure ctm.secureQuery method instead of ctm.query.

  2. Create the CTM Settings record with the Remote Detailing Request record type.

To create a CTM Settings record:

  1. Go to the CTM Settings tab and click New.

  2. Select the Remote Detailing Request record type.

  3. Specify the following:

    • In the Criteria field, add the SOQL query, for example, SELECT Id FROM Account WHERE Name like{!Name} and Type ={!Type}

    • In the Label field, specify the label of the record, for example, Retrieve_Account.

  4. Click Save.

The setup is complete.

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