Connecting to Salesforce 


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The Salesforce Connector allows you to create or update any Salesforce object with your web forms. Here's how to connect your form to Salesforce.

Requirements

You'll need a Salesforce account and the Professional, Premier or Enterprise Plan.


Salesforce Configuration Process

There are two ways to begin your integration with FormAssembly and Salesforce.

  1. Create your form then setup the connector.
  2. Import your form from Salesforce and build the form and connector at the same time.
When using the import tool, you can easily go into the Form Builder, Theme Editor, or Salesforce Connector to make changes. Watch the video below for more!

Video Tutorial

Salesforce: Making a Connection is part of our Getting Started Series, focused on creating and updating records in Salesforce. We also cover attachments and repeating fields, as well as look at the schema.

This video shows the quickest way to get started with Salesforce, using our Salesforce Form Import Tool.

This webinar is for you if:
  • You're new to FormAssembly.
  • You want a better understanding of FormAssembly's Salesforce Connector.



Salesforce Authentication

Begin by selecting Connect to Salesforce unless you are using a sandbox account or a custom domain, in which case you should select the appropriate option.

Once you have selected Connect to Salesforce you will be automatically redirected to the Salesforce authentication page.

After entering your Salesforce credentials, you will be asked to Allow Access to FormAssembly.  Click on Allow and you will be automatically redirected back to FormAssembly.

Once you have returned to the connector setup page, you will see that your Salesforce Access has been configured to the credentials you just entered.  You can change this access at any time by clicking on the Change Access button.

To learn more about the security token, and how to obtain it, please see Resetting Your Security Token (login required).


Connecting Using a Custom Domain

If you are using a custom domain to connect to Salesforce you can select the box the says, "Connect Using a Custom Domain"

Once you have clicked that box, you'll need to enter the custom domain that you are using and click Connect.

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