Salesforce Push Integration

Last updated Aug 23 2017

Salesforce is a cloud-computing service designed to help you manage your customer relationships, integrate with other systems, and build your own applications.
By using the FormTitan Push option you can automatically update your Salesforce account.

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Salesforce form builder


Please note!
Before trying to integrate you should make sure your Salesforce edition enables integration:

Editions with API Access

To use the API, your organization must be on one of the following 4 editions (the API is enabled by default):

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

Editions with no API Access

  • Contact Edition  
  • Group Edition
  • Professional Edition

Read more about Salesforce editions with API Access

Following are steps to integrate with Salesforce:

1- Open the form you would like to integrate in the Form Builder.
2- Go to "Properties Panel" > "Form" tab >  "Settings" > "Integrations" Category > "Push notification" - Press on "Set Notifications"
   
4- In order to push data to your destination you will first need authenticate with Salesforce. 

5-

Once authenticated you will need to fill in the Salesforce parameters:
First you will need to select a SF Object to store the data in. (for example, account)
Once the object is chosen other categories will also appear and you will need to fill in the parameters according to your needs:
Action, Rule condition, Map fields, Messages, Payment integration.

6-

Press on "Finish".
Example for how the integration really works

Now that your form is configured to integrate with your Salesforce account - a user will fill in your form and then:

1- a new entry will be pushed to your chosen object in Salesforce.
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