Salesforce

TABLE OF CONTENTS

Premium connector for direct connection to Salesforce. Our platform enables you to quickly and easily connect to objects on your Salesforce account.


This enables a one-way synchronization to occur - where any Form output files are pushed to Salesforce objects.


Before you add a Salesforce Connector, you must ensure that you have a valid Salesforce Connection set up on your organization.



Adding a Salesforce Connector to your Form


The Form Connectors page can be accessed from your Form designer page, Form settings page or the Screens listing if you mouse over the Form row in question. 



Once you are in the Connectors page, setting up a Salesforce Connector is easy: 


1. Click on the "ADD CONNECTOR" button to see a list of the available Connectors.
Then click the Salesforce option. 



This will refresh the page and display your Connector, ready for configuration. 


Note: At this stage, nothing has been saved. You must click on the Save button to save your connector after you've finished setting it up.


Configure your Salesforce Connector



  1. Using Connection -  This option will be available if you've set up more than one Salesforce Connection. Select the connection that you'd prefer to use.
  2. Save Data As - Select the format in which you'd like the data to be saved. Options are CSV, Excel, PDF, Text File and Word.
  3. File Name - Optionally enter a custom file name of your choice. You can also create a dynamic attachment name using fields from your Form: hit the hammer icon to bring up the text builder and build the file name. The file extension (.pdf, .xlsx, .docx etc) will be added to your name automatically. The generated file name including the extension may not exceed 120 characters.
  4. Cross Reference To - Use this option to reference a Salesforce Entity dynamically, with the Entity's Id sourced from the answer of the chosen Form field.


At this stage, your Connector is ready to go. Hit the SAVE button to save your changes and activate the Connector.

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