Bi-Directional Salesforce Integration

Last updated Oct 17 2017
Online forms, Salesforce and integration
In the last few years, doing things online has become standard: emailing, reading, creating documents, shopping, socializing, etc. So much so that working processes have moved online as well.
As a result Integrations have been set up to allow the data to sync in all the relevant places, to help maintain a clean database, prevent data duplication, provide the most up to date information and free you from manual data entry.

Salesforce Integration
Salesforce is  a major player when it comes to online CRM,  and because of this, many applications and platforms provide an integration with Salesforce.  (CRM is an acronym for Customer Relationship Management. it is designed to improve customer service).
FormTitan also provides an integration with Salesforce, however, in comparison to other form builders, this integration is much more powerful.
Making the connection between an online form and Salesforce CRM is mostly done using professional developers. and though there are a few form builders that actually do offer an integration, they are one sided and very limited in their capabilities.

But what does "One sided" mean? When you integrate an online form with Salesforce, you do so in order to have data that is entered in your form  also automatically synced in your CRM (this is called "Write" because you update your salesforce account). However, one would expect to have your online form updated with data from Salesforce as well (This is called "Read").
Having a working two-way connection that enables reading and writing is called a BI- Directional integration.  and guess what? FormTitan possesses this exceptional capability for syncing in real time, providing instant, up-to-date information about customers, sales and products;

What are some of the use cases for a bi-directional integration?
a common example of an effective data integration is setting up automatic record creation within your CRM whenever a potential lead fills out your website contact form. While the second side to this integration could be to draw contact details from your Salesforce account and have them populated in your form fields, so the user, (if already listed in your CRM), would not have to type in his details again.  

Another use case could be to create an online survey form  that asks its participants to choose from a series of options, and have those options populated in the form straight from your Salesforce picklists. The other side of this integration could be to update the survey results in your Salesforce account.

How do create a form with a bi-directional integration? 
The FormTitan form builder distinguishes  between two different operations when you come to setup your integration:
- Reading data from Salesforce objects, which is called "Get".
- Writing data to Salesforce objects, which is called "Push".

Since these operations are separate, you can create a form which only gets data, or a form that only pushes data. But what you can also do is combine the two and create a dual integration.
Learn more about how to push data to Salesforce
Learn how to Get data from Salesforce

In addition, FormTitan also offers a special Table element for working with Salesforce. This Table is special because you only configure the "Get" 
side of the integration, and the "Push" is created automatically based on it.
Learn all about the Advanced Table

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