Categories

September 6, 2017 By:
Sales force integration allows responses from your form to be inserted into your Sales force account. A Form site account with a Pro 1 or higher service level and a Sales force account with API access are required. Use the instructions below to integrate your form with Sales force. Salesforce integration allows responses from your form to be inserted into your Sales force account. A Form site account with a Pro 1 or higher service level and a Sales force account with API access are required. Use the instructions below to integrate your form with Sales force. Once Salesforce integration has been completed, your form is ready to accept results. When a user fills out your form, their responses will be inserted into the mapped Sales force object. Any validation performed by Sales force will be done before the result is saved into your Formsite results, and the error messages from Salesforce will display on the form just as Formsite error messages do. When editing a result from the "Results->Results Table" page, or when using multi-page forms or the Save & Return feature, your Salesforce results will automatically get updated based upon the Salesforce Object Id field, as described above. NOTE: Your Salesforce account is independent of your Formsite account. Results will be saved to your Salesforce objects as well as Formsite when the form is submitted or results are edited. Deleting results within Formsite will not delete results from Salesforce. Some Salesforce object fields require the ID of a related Salesforce object. Salesforce refers to these as "reference" fields. For example, if using the Contact ID field of an Account object, it requires the ID of a Contact object to relate the Contact to the Account. To look up an object's ID, log into your Salesforce account and navigate to the object you want to use