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SalesForce

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. 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

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Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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