The Salesforce integration allows you to capture form submission data in a Salesforce Object Record. The integration can be used to create records by mapping your form elements to Salesforce fields, ensuring structured data is captured accurately in your CRM.
Set Up the Integration
To start using the Salesforce integration, you will need the following information:
Instance URL (such as https://yourOrganisation.my.salesforce.com)
Consumer Key
Consumer Secret
Note:
Follow the instructions to configure an External Client Application in Salesforce to gather this information.
When configuring the External Client App, ensure the OAuth scope “Manage user data via APIs (api)” is selected. This scope is required to access Salesforce data using a REST API. Without it, API requests will fail even if authentication succeeds.
Sign in to your Process Automation and Digital Services site
Navigate to the Workspace menu and click Settings
Select Integrations
Click Setup Integration on the Salesforce tile
Enter the Instance URL for your Salesforce site, the Consumer Key, and Consumer Secret
Click Save
Set Up a Salesforce Picklist
If you are using the Salesforce integration to capture form data in a Salesforce object record and want to allow the form user to populate an object picklist field, then you can use the Salesforce Picklist integration.
Set Up the Salesforce Workflow Event
The 'Create Object Record' workflow event will allow you to link to an existing Salesforce Object and add new records on form submission.
Sign in to your Process Automation and Digital Services site
Navigate to Forms and open the desired form
Select the Workflow tab and click Add Submission Event
Add the Salesforce: Create Object Record event to the form and configure the fields:
Salesforce Object: Choose a default or custom object by searching on the object name.
List Mapping: After selecting your object, the platform will pull in all of the object fields and allow you to map them to your form elements. If you are mapping a Salesforce list field, check out the Salesforce Lists article.
Run Conditionally: This allows you to run the workflow event when specific conditions are met.
Advanced
PDF Configuration
Exclude Elements: This allows you to remove form elements from the PDF that may not be relevant to this recipient
PDF File Name: Enter the desired name for the PDF attachment
Display submission ID: Turning this on will ensure the submission ID is added as a footer to each page of the PDF
Display external ID: Include the External ID or Receipt ID in the footer of the PDF
Page break on form pages: Turning this on will create a page break in the PDF that reflects the page breaks in the form itself
Retry on failure: Allow the platform to attempt to retry calling your Salesforce instance if there are issues on the first attempt.
Click Save
Now, when your form is submitted, the form data will create a new object record and map the form data to fields.
