LogoLogo
Back to studio
  • 🧠Core Concepts
    • Introduction to Formsort
    • Formsort quickstart guides
      • Add content and collect answers
      • Capture demographic data
      • Add informational content
      • Template your variables
      • Add conditional logic
      • Using conditional logic with Calculated and API variables
      • Add a scheduling option
      • End the flow
      • Review your variable schema
      • Set up integrations
    • How data works in Formsort
      • Responder UUIDs
    • Understanding flows
    • Versioning in Formsort (Deploying)
      • Variant revisions
      • Managing revisions
  • ✨Creating Flows
    • Building a new flow
      • Groups
      • Steps
      • Copy-pasting form content
  • Adding questions and content
    • Questions
      • Select
      • Text
      • Address
      • Comparison
      • Confirmation
      • Date
      • Date & time
      • Email address
      • File upload
      • Grid choice
      • Iframe
      • Image upload
      • Number
      • Payment
      • Phone number
      • Postal code
      • Question group
      • Region
      • Signature
      • SSN
      • Yes/No
    • Content
      • Statement
      • Image
      • Next button
      • Video
      • Divider
      • Map
  • Controlling the flow with conditions and logic
    • Advanced logic
  • Variable templating
  • Redirects and endings
  • Field validation
  • Flow and variant management
  • Content library
  • 🧬JSON Form Definition
  • JSON schemas
  • Validating flow schemas
  • Events subscriptions
  • Flow content data format
  • 🎨Styling
    • Customizing appearance
      • Content area & form layout
      • Buttons
      • Typography
      • UI states
      • Color and dimension variables
      • Question containers
      • Inputs and dropdowns
      • Checkmarks
      • Tables
      • Sliders
      • Divider lines
      • Progress bar
      • Comparison cards
      • Animations and transitions
  • CSS & Advanced Styling
    • Custom CSS overrides
    • Step styling
    • CSS reference
  • 🔁Form Behavior Settings
    • Variant settings
      • Form behavior for returning users
      • Group ranking API
    • Navigation sidebar
  • ⚙️Response Data Collection & Management
    • Schema (variables)
      • Variables from questions
      • Externally provided variables
      • Calculated variables
      • API lookups
      • System Library variables
      • Orphaned variables
  • Saving & retrieving responses
  • Importing Data
    • URL parameters
    • POST body
    • Embed query parameters
  • 📊Analytics and Attribution
    • Built-in analytics
    • Split testing
  • 🚀Publishing and Deployment
    • Live preview overview
    • Environments
      • Loading different environments
    • Embedding
      • Web-embed API
        • React-embed
      • Adding authentication
      • Embedding forms in iOS and Android
      • Setting up a dev environment
    • Pre-deployment checklist
  • 📁Workspace Management
    • Accounts
      • Roles and permissions
    • Custom domains
    • Workspace domain detection
  • 🛠️Formsort Admin API
    • Admin API
  • 🔌Integrations
    • Form answers and events
      • Analytics events
      • Signed requests
      • Event payload shape
      • Submission frequencies
      • Runtime error reporting
    • Integration reference
      • Amplitude
        • Amplitude cross domain tracking
      • BigQuery
      • FullStory
      • Google Analytics
        • Updating from Universal Analytics to GA4
      • Google Cloud Storage
      • Google Sheets
      • Google Tag Manager (GTM)
        • JavaScript triggered by flow events
      • Hubspot
      • Jornaya
      • Optimizely
      • PostgreSQL
      • Redshift
      • Rudderstack
      • S3
      • Salesforce
      • Segment
        • Segment Setup
        • Segment cross domain tracking
      • Stripe
      • TrustedForm
      • Webhooks
        • Zapier
Powered by GitBook
On this page
  • About the Salesforce Integration
  • Credential setup
  • Salesforce object setup
  • Field mapping setup

Was this helpful?

  1. Integrations
  2. Integration reference

Salesforce

Creating and updating Salesforce objects using Formsort forms

PreviousS3NextSegment

Last updated 1 year ago

Was this helpful?

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 , 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, ‘Contact’)

  4. Go to Fields & Relationships

  5. Click New to a custom field with type ‘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 ‘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.

🔌
responder UUID
Formsort Salesforce mapping