--- title: "Salesforce Integration" slug: "salesforce-integration" description: "Capture form submissions in Salesforce with seamless integration. Map fields, create object records, and streamline your data management effortlessly." updated: 2026-08-28T13:48:35Z published: 2026-08-28T13:48:35Z canonical: "www.civicplus.help/salesforce-integration" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.civicplus.help/llms.txt > Use this file to discover all available pages before exploring further. # 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 > [!WARNING] > Note: > > Follow the instructions to [configure an External Client Application in Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.configure_client_credentials_flow_for_external_client_apps.htm) 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](/process-automation/docs/sign-in-to-your-site) 3. Navigate to the **Workspace menu** and click **Settings** ![Navigation menu showing 'My Workspace' and 'Settings' options.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Environments, Settings - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) 4. Select **Integrations** ![](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Integrations Menu - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) 5. Click **Setup Integration** on the **Salesforce** tile ![Salesforce integration setup instructions with highlighted setup integration button.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Setup%20Salesforce%20Integration%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) 6. Enter the **Instance URL** for your Salesforce site, the **Consumer Key**, and **Consumer Secret** ![Salesforce interface showing fields for Instance URL, Consumer Key, and Consumer Secret.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Salesforce%20Integration%20Fields%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) 7. Click **Save** ![The Save button on the Salesforce integration fields screen.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save%20Salesforce%20Integration%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) --- ## 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](/process-automation/docs/create-a-salesforce-picklist). ![New List creation interface with highlighted Label field and Salesforce Picklist option.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Salesforce%20Picklist%20Label%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) --- ## 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](/process-automation/docs/sign-in-to-your-site) 2. Navigate to **Forms** and open the desired form ![The Forms tab in the left navigation menu with a form selected on the page.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Select Form - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) 3. Select the **Workflow** tab and click **Add Submission Event** ![](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Workflow, Add Submission Event - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) 4. Add the **Salesforce: Create Object Record** event to the form and configure the fields: ![Salesforce form for creating a contact record with various fields and options.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Salesforce%20Create%20Object%20Record%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) - **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](/process-automation/docs/conditional-logic). - **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. 5. Click **Save** ![](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save Workflow - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) 6. Now, when your form is submitted, the form data will create a new object record and map the form data to fields. ![Salesforce contact details including name, email, phone number, and message information.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Salesforce%20Data%20Example%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A12%3A00Z&se=2026-11-12T19%3A12%3A00Z&sr=c&sp=r&sig=h6bU7%2BA31N0lqmnTVQqJdFmezJYM9G4TLNEoiUI2qVk%3D) Customer Relationship Management Uniform Resource Locator Application. A program that performs a particular task or set of tasks. Open Authorization. Representational State Transfer Application Programming Interface Application Programming Interface. A set of rules that allows programmers to develop software for a particular operating system without having to be completely familiar with that operating system.