Salesforce Integration

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

1. 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.

2. Sign in to your Process Automation and Digital Services site

3. Navigate to Advanced Tools and select Integrations
   

4. Click Setup Integration on the Salesforce tile
   

5. Enter the Instance URL for your Salesforce site, the Consumer Key, and Consumer Secret
   

6. 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.

1. Sign in to your Process Automation and Digital Services site

2. Navigate to Forms and open the desired form
   

3. Select the Workflow tab and click Add Submission Event
   

4. 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

     • Retry on failure: Allow the platform to attempt to retry calling your Salesforce instance if there are issues on the first attempt.

5. Click Save

   

6. Now, when your form is submitted, the form data will create a new object record and map the form data to fields.