Salesforce

Creating and updating Salesforce objects using Formsort forms

Access to the Salesforce integration is invite-only during testing. Please ask in the chat to be invited if you would like to try it out.

About the Salesforce Integration

Formsort allows creating and updating any Salesforce object with form data.

Objects are given an external ID by Formsort, corresponding to the responder UUID. When a form is filled out, if an object with the responder's responderUUID does not yet exist, it will be created. Otherwise, the existing object will be updated.

Credential setup

  1. First, go to Integrations > Salesforce at the flow level

  2. Click Add destination and Add a credential...

  3. Enter your Salesforce username, password, and security token (which can be found in your personal account settings). If you already have a security token, you'll have to click on 'Reset My Security Token' to get the token.

  4. Click Save credential

Salesforce object setup

For Formsort to know whether to create a new instance of an object, or to update an existing one, you (or an administrator of your Salesforce) will need to add an external field to your target object. This will store the formsort responder UUID, and will be used as a key to perform upsert operations.

To create the external ID by which Formsort will reference an object

  1. Logs into their Salesforce

  2. Go to Setup

  3. Under Object Manager, click the Salesforce object that the integration will save to (example, β€˜Contact’)

  4. Go to Fields & Relationships

  5. Click New to a custom field with type β€˜text’

  6. In the next dialog, add the following and ensure that:

    1. Unique is checked

    2. External ID is checked

    3. Length is set to 200

    4. Field label is something identifiable as being managed by Formsort, such as β€˜formsort_responder_uuid’

Field mapping setup

Once a credential has been chosen, and you have modified your target object, you must set up how the integration will write data to Salesforce.

  1. Go to Integrations > Salesforce in your flow.

  2. Ensure the credential you have previously added is selected.

  3. Select a Posting frequency to determine how often data should be sent.

  4. Choose the object you previously set up in Salesforce Object Name

  5. Choose the external ID that was previously set up under External ID Field Name

    1. This field will store the responder UUID.

  6. Click Edit Mapping to determine how variables within Formsort will be mapped to fields within your target Salesforce object.

  7. Click Save at the top of the integration and re-deploy your flow for the changes to be picked up.

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