{"id":1667,"date":"2012-08-21T12:37:21","date_gmt":"2012-08-21T12:37:21","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=1667"},"modified":"2024-03-06T11:21:43","modified_gmt":"2024-03-06T11:21:43","slug":"salesforce","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/salesforce\/","title":{"rendered":"123FormBuilder for Salesforce"},"content":{"rendered":"\n
This is an older version of the 123FormBuilder integration with Salesforce. For the current version, please visit our AppExchange listing<\/a> and read our app introduction<\/a>.<\/div>\n\n\n\n
<\/div>\n\n\n\n

With our Salesforce forms<\/a> builder, you can import form data from your submitters to your Salesforce account. You will find the integration in the Integrations<\/strong> section of your form within your form builder<\/a> account on 123FormBuilder.<\/p>\n\n\n\n

Type in your Salesforce email address, password, and authentication token. The Salesforce authentication token needs to be retrieved from your Salesforce account. Read here<\/a> the instructions on how to do it. <\/p>\n\n\n\n

Then, select in the Create Object<\/b> dropdown any of the available object types, according to the type of object you want to create: Lead<\/b>, Contact<\/b>, Note<\/b>, Case<\/b>, Account<\/b>, Document<\/b>, Opportunity<\/b>, Event<\/b>, Task<\/b>, Campaign<\/b>, Custom Object,<\/b> or Attachment<\/b>.<\/p>\n\n\n

\n
\"Salesforce<\/a><\/figure>\n<\/div>\n\n\n

Click on the Customize<\/b> button to specify how to manage user input. For example, in the Company<\/b> dropdown, choose the form field where users specify what company they represent. This way, the company name will be placed in the corresponding Salesforce field.<\/p>\n\n\n

\n
\"Salesforce<\/a><\/figure>\n<\/div>\n\n\n

Press Save<\/b>, then Save<\/b> again in the main Salesforce integration box to enable the application. <\/p>\n\n\n\n

If you use more than one-page layout on Salesforce, make sure you use the dropdown in the customization lightbox to select the layout that contains the fields you need. To see what fields each layout contains, select the layout in the dropdown and scroll down to see the fields.<\/p>\n\n\n\n

Important Note!<\/b> Salesforce provides API access, which is needed in order for the two apps to communicate, starting with the Salesforce Enterprise<\/a> service plan.<\/p>\n","protected":false},"excerpt":{"rendered":"

This is an older version of the 123FormBuilder integration with Salesforce. For the current version, please visit our AppExchange listing and read our app introduction. With our Salesforce forms builder, you can import form data from your submitters to your Salesforce account. You will find the integration in the Integrations section of your form within […]<\/p>\n","protected":false},"author":13,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[83],"tags":[85,1310,145,1311],"class_list":["post-1667","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-applications","tag-aa_applications","tag-integrate-with-salesforce","tag-salesforce","tag-salesforce-integration"],"yoast_head":"\nSalesForce Integration - 123FormBuilder Knowledge Base<\/title>\n<meta name=\"description\" content=\"With the SalesForce integration you can import email addresses and leads from your submitters to your SalesForce account.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/salesforce\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"123FormBuilder for Salesforce\" \/>\n<meta property=\"og:description\" content=\"With the SalesForce integration you can import email addresses and leads from your submitters to your SalesForce account.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/salesforce\/\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Knowledge Base\" \/>\n<meta property=\"article:published_time\" content=\"2012-08-21T12:37:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-06T11:21:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SalesforceApplications.png\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"SalesForce Integration - 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