Salesforce integration and features

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Salesforce made easy

Send results and files collected from your form to create new records at Salesforce
Integration can interact with any available Salesforce object, even custom objects and custom fields
Easily create robust web-to-lead or web-to-case forms using Formsite's features including advanced validation, multi-page logic, item and page rules logic, and notifications
Simple setup—once your form is connected to Salesforce, our Salesforce Object Block item adds the items and mapping automatically
New results and updates are processed instantly and show up in Salesforce in real-time

Salesforce CRM users can use our integration to easily insert object records into your Salesforce account. You can use our robust form editor to create the form you want, and then simply map the form items into your Salesforce object fields, even supporting files and custom objects.

Editing your saved results will also update the corresponding object record in Salesforce. You can also choose to optionally trigger the assignment rules and emails within your Salesforce account when a new result comes in. Files collected on your form can also be sent to Salesforce and attached to the mapped parent object.

Common Questions

Do we need to customize our Salesforce instance to work with the Formsite integration?

Any standard or custom object and field that is available with the correct permissions via the Salesforce API can be mapped, so in general you should not need to change anything. Note that the Salesforce API access is required, so the Salesforce account type needs to be Unlimited, Enterprise, Developer, or Professional.

Can completed online form submissions create a new object record in Salesforce automatically, such as a lead, case, contact, or opportunity?

Yes, once you setup the object mapping, a new record will be created when users fill out the form.

Can multiple objects be saved from a single form?

Yes, you can map multiple objects from the same form. When a result is submitted, the integration will then create a record for each object.

What form fields have the ability to map directly into Salesforce?

Most items can be mapped including Email Addresses, multiple choice items, and even File Uploads. Certain items like matrix and multi-scale are not available to be mapped.

Can Salesforce data be used to populate a Formsite form?

With the Salesforce integration, you will be able to populate object records in your Salesforce account. It is not possible to transfer data directly from Salesforce into the form, but you can pass in values with the Pre-Populate Link.