{"id":38243,"date":"2022-07-25T16:52:45","date_gmt":"2021-02-02T21:00:02","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=38243"},"modified":"2022-07-25T16:52:45","modified_gmt":"2022-07-25T16:52:45","slug":"send-data-to-salesforce-after-payment","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/send-data-to-salesforce-after-payment\/","title":{"rendered":"Send data to Salesforce after payment on 123FormBuilder"},"content":{"rendered":"\n<p>When you enable payments on your <a href=\"\/free-form-templates\/gallery-order-forms\/\">order form<\/a> within the <a href=\"\/\">form builder<\/a>, you can specify when to send records to Salesforce, including when payments were successfully processed.<\/p>\n\n\n<p><b>Important Note!<\/b><br>For this to work, you need to enable at least 1 <a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/merchant-setup\/\">payment processor<\/a>. If the payment integration is disabled, the records are sent after submitting the form.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFdatapayment.png\" alt=\"Payment Processors\" width=\"731\" height=\"509\"><\/p>\n<p>Open up your Salesforce integration and select your Object Mapping (Primary or Related).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFrelatedobject2.png\" width=\"856\" height=\"363\"><\/p>\n<p>Below the object&#8217;s record preferences section go to <b>Send data when<\/b>.<\/p>\n<p>From the dropdown list choose <b>Payment is processed.<\/b>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFdatapayment2.png\" alt=\"send data after payment\" width=\"886\" height=\"438\"><\/p>\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>When you enable payments on your order form within the form builder, you can specify when to send records to Salesforce, including when payments were successfully processed. Important Note!For this to work, you need to enable at least 1 payment processor. If the payment integration is disabled, the records are sent after submitting the form. [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[134],"tags":[146,24,145],"class_list":["post-38243","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-123formbuilder-appexchange","tag-data","tag-payment","tag-salesforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Help: Send data to Salesforce after payment | 123FormBuilder<\/title>\n<meta name=\"description\" content=\"When you enable payments on your order form, you can specify when to send records to Salesforce, including when payments were successfully processed.\" \/>\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\/send-data-to-salesforce-after-payment\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Send data to Salesforce after payment on 123FormBuilder\" \/>\n<meta property=\"og:description\" content=\"When you enable payments on your order form, you can specify when to send records to Salesforce, including when payments were successfully processed.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/send-data-to-salesforce-after-payment\/\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Knowledge Base\" \/>\n<meta property=\"article:published_time\" content=\"2021-02-02T21:00:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-07-25T16:52:45+00:00\" \/>\n<meta property=\"og:image\" 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