The Salesforce Connector

Learn how to send data of all types from FormAssembly to Salesforce.

Articles

Connecting to Salesforce
Learn how to connect to your Salesforce account from your FormAssembly connector
 Salesforce Import Tool
Learn about the Salesforce Import Tool
 Create a New Salesforce Record
Learn how to create a new Salesforce record from a form submission
 Update an Existing Salesforce Record
Learn how to Update an Existing Salesforce Record
 Look Up an Existing Salesforce Record
Learn how to create a lookup in your Salesforce connector.
 File Uploads and Salesforce Attachments
Learn how to Work with File Uploads and Salesforce Attachments
Field Mapping & Required Fields
Learn about field mapping within the Salesforce connector
 Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes
Learn how to Work with Multiple Choice Fields, Send-As Values, and Checkboxes
Repeatable Fields & Sections with Salesforce
Learn About Working with Repeatable Fields & Sections with Salesforce
Create Dependent Objects
Learn How to Create Dependent Objects
The Salesforce Save Connector
Learn how to create and update Salesforce records when a form is saved.
 Use Case: Create Lead or Update Contact
Learn about creating leads and updating contacts
Use Case: Campaign Members
Learn when you might want to use Campaign Members
Using the "Like" Operator in the Salesforce Connector
Learn about using the "Like" operator in the Salesforce connector
Sending a Form Upload to Salesforce Files
Learn how to send uploads to Salesforce Files
Use Case: Create a Chatter Post in Salesforce and Include a File
Learn how to send a file to a Chatter post
Use Case: Create a Salesforce Service Cloud Case
Learn how to create case records in Salesforce Service Cloud
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