Salesforce

Created by Anthony Young, Modified on Wed, 15 Jun, 2022 at 10:52 AM by Anthony Young

A Premium connector for direct connection to Salesforce. Our platform enables you to quickly and easily connect to objects on your Salesforce account.

This enables a one-way synchronization to occur - where any Form output files are pushed to Salesforce objects.

Before you add a Salesforce Connector, you must ensure that you have a valid Salesforce Connection setup in your organization.

Adding a Salesforce Connector to your Form

The Form Connectors page can be accessed from your Form designer, settings, or the Screens listing if you mouse over the Form row in question.

Once you are on the Connectors page, setting up a Salesforce Connector is easy:

Click on the ADD CONNECTOR button to see a list of the available Connectors.
Then click the Salesforce option.

This will refresh the page and display your Connector, ready for configuration.

1. Using Connection

This option will be available if you've set up more than one Salesforce Connection. Select the connection that you'd prefer to use.

2. Send Form Answers

You can choose what format you want your Form entry data to be sent as.

CSV:	Sends a Form data as a CSV file attachment on the email.
Excel:	Sends a Microsoft Excel attachment, which is generated using an Excel XLSX template you upload.
PDF:	Sends a PDF file attachment on the email, generated using either a generic PDF output or the Word/Excel template provided.
Text File:	Sends a Form data as a Text File attachment on the email.
Word:	Sends a Microsoft Word attachment, which is generated using a Word DOCX template you upload.

2. Send Media Files

Allows you to attached which media files to be included in the email.

The Connector will send/attach all media captured in the Form entry (photos, videos, etc.) as separate files. with this option enabled

This is in addition to any generated answer/template output of the connector.

If the Anonymize Personal Data option is enabled, media files marked as Personal Data will be excluded.

3. File Name

Allows you to specify the name of the media files to be uploaded.

Optionally enter a custom file name of your choice.
You can also create a dynamic attachment name using fields from your Form - hit the hammer icon to bring up the text builder and build the file name.
The file extension (.pdf, .xlsx, .docx etc) will be added to your name automatically.
The generated file name, including the extension may not exceed 120 characters.,

4. Cross Reference To

Use this option to reference a Salesforce Entity dynamically, with the Entity's Id sourced from the answer of the chosen Form field.

5. Anonymize Personal Data

If enabled, data from fields marked as Personal Data will be converted to a non-human-readable format to aid privacy.

At this stage, your Connector is ready to go.

Hit the SAVE button to save your changes and activate the Connector.