Understand Salesforce integration

Understand Salesforce integration in form workflows

Salesforce integration enables you to push data automatically from Zoho Creator to your Salesforce account, which would otherwise require manual execution. To begin with, you must add a connection between Zoho Creator and your Salesforce account. You can add a new Salesforce account or map your existing account by specifying your Salesforce login credentials.

After successful authentication, you can map fields in your Zoho Creator form to the supported Salesforce module. This action will create a record in your Salesforce account with relevant details whenever the Creator form is submitted.

For example, you can create Leads for sales, create Contacts of prospective sales, create Accounts or Campaigns for these sales whenever the Creator form is submitted.

Apart from pushing data, you can perform more actions such as fetch and update records by defining a custom action in Zoho Creator.

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