SalesForce

SalesForce Integration

With the SalesForce integration you can import form data from your submitters to your SalesForce account. Type in your SalesForce email address, password and authentication token. The SalesForce authentication token needs to be retrieved from your SalesForce account. Read here the instructions on how to do it. Then select, in the Create Object dropdown, any of the available object types, according to the type of object you want to create: Lead, Contact, Note, Case, Account, Document, Opportunity, Event, Task, Campaign, Custom Object or Attachment.

SalesForce Integration

SalesForce Integration

Click on the Customize button to specify how user input should be managed. For example, in the Company dropdown, choose the form field where users specify what company they represent. This way, the company name will be placed in the corresponding SalesForce lead or contact field. Press Save, then Save again in the main SalesForce box and the application is enabled.

If you use more than one page layout on SalesForce, make sure you use the dropdown in the customization lightbox to select the layout that contains the fields you need. To see what fields each layout contains, select the layout in the dropdown and scroll down to see the fields that are shown.

Also, you can add an opt-in checkbox to your form. Before having their contact data sent to your SalesForce account, form users will be asked for confirmation. This option is automatically enabled when checkboxes or radio buttons are added to the online form.

Note: Salesforce provides API access, which is needed in order for the two apps to communicate, starting with the Salesforce Enterprise service plan.
 
 
 
Related documentation:
How to set up custom fields for SalesForce?
What is the SalesForce Authentication Token and how to reset it?

6 Comments

  1. Kyle Brown says:

    Is there a free trial or anything where I can test the integration to 123 and Salesforce to see if it actually accomplishes what I need it do?

    Thanks,
    Kyle Brown
    Peoplenet Inc.
    Director of Client Operations

  2. […] to you 123ContactForm account and enable the SalesForce integration in the Settings → Applications […]

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