Configure Salesforce integration

Configure Salesforce integration in an approval process

You can add and configure an action to push submitted data from Zoho Creator to your Salesforce CRM account on an approval/denial of a record. To configure the action,
  1. Mouse over to an action and click Add icon.

  2. The Add New Action window slides in from the right.

  3. Select Integrations action type.
  4. Choose Salesforce from the Service list.

  5. Choose Add New Connection from the Connection drop-down field.

  6. Specify the Connection Name and click Authorise

  7. The browser will open the Salesforce login page on a new tab. Specify the Username and Password of your Salesforce account and click Log In


  8. Click Allow to authenticate Zoho Creator to access your Salesforce account.

  9. Choose the Salesforce module that you want to push the data to.

  10. Based on the selection made in the Module field, Zoho Creator lists the mandatory and other fields
    • Mandatory fields - These are the required fields in the chosen Salesforce module that must be mapped to a corresponding field in Zoho Creator. The drop-down lists the fields on your Creator form. Select the required field.  

      Note: The mandatory fields vary based on the selected service and module.

    • Other fields - You can map fields in the chosen Salesforce module to the fields in your Zoho Creator form. This is optional. Click Add icon to map more fields.

  11. Click Save Action

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