Salesforce

Overview

When you integrate Zoho Forms with Salesforce, you can push form submissions to the following Salesforce objects:

  • Leads
  • Contacts
  • Accounts
  • Opportunity
  • Custom Objects

Every form submission will be pushed instantaneously to the mapped Salesforce object. You can also push form attachments, upsert a record, and trigger approvals and assignment workflows in Salesforce when pushing form submissions. 

Integration Setup

To set up this integration,

  1. Click the Integrations tab from the builder.
  2. Click the Salesforce option under the Integrations. 
  3. Select Production mode if you are ready to push Form submissions to your Salesforce account or the Sandbox mode if you wish to test the integration.
  4. Click Integrate and authenticate your Salesforce account.

 

  1. Choose the Salesforce Object and Record Type. 
  2. Map all mandatory fields in Salesforce with corresponding fields in Zoho Forms. 
  3. If you wish to map more fields, click on Add Fields.

Actions

While pushing form data to Salesforce objects, you can also perform certain actions.

Add Attachments

When you select this option, file attachments from Zoho Forms will be pushed to the mapped Salesforce object. The following attachments can be pushed from Forms to Salesforce:

  • Signatures
  • File upload/ Image Upload field attachments
  • PDF of form submissions 

Upsert a record

When you choose the Upsert Record option, if a record with identical upsert value exists in Salesforce, then it will be updated with the new values. If not, a new record will be created in Salesforce.

Note: Only the fields with External ID property enabled in Salesforce can be used to upsert a record. 

Assignment Rules

When you choose this option, Assignment Rules defined in Salesforce can be triggered when form entries are added to a Salesforce object. 

To do this, you must configure assignment rules in Salesforce under Feature Settings > Marketing > Lead Assignment Rules. All the rules configured for the selected Salesforce object will be displayed in the drop-down. You can select one rule to trigger upon every new form submission. 

Approvals

When you choose this option, form entries pushed to a Salesforce object will be sent for approval in Salesforce. To configure the approval process in Salesforce, go to Process Automation > Approval Processes.

Supported Field Types

These are the Zoho Forms fields that can be mapped with the respective fields in Salesforce.

S. NoSalesforce FieldSupported Form Fields
1CheckboxDecision Box
2CurrencyNumber, Decimal, Currency, Slider, Rating, Formula
3DateDate
4Date/TimeDate-Time
5EmailSingle Line, Email
6GeolocationGeolocation
7NumberNumber, Decimal, Currency, Slider, Rating, Formula
8PercentNumber, Decimal, Currency, Slider, Rating, Formula
9PhoneSingle Line, Phone
10PicklistSingle Line, Dropdown, Radio, Matrix Choice, Image Choices, Terms & Conditions
11Picklist (Multi-Select)Multiple Choice, Checkbox, Matrix Choice, Image Choices
12TextSingle Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Geolocation
13Text AreaSingle Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Geolocation
14Text Area (Long)Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Geolocation
15Text Area (Rich)Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Geolocation
16Text (Encrypted)Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time
17TimeTime
18URLSingle Line, Website

Custom Input

You can customize the input value of a form field before passing it to the Salesforce object by merging form field tags or entering a value manually.

You can use the custom input option for the following Salesforce fields:

  • Text 
  • Text Area

To do so, 

  1. While mapping the above Salesforce fields with Zoho Forms fields, select the Add Input Manually option in the Zoho Forms fields column.
  2. In the pop-up, you can either enter a value manually or click the   icon to merge the form fields in the input box. The input can also be a combination of both: a manual value and fields tags. 

API access in Salesforce

To use Salesforce the API, your organization must be on one of the following 4 editions (the API is enabled by default):

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

To connect your Salesforce account with Zoho Forms, your Salesforce administrator should enable API access for you. 

Enabling API access in Salesforce by Profile

  1. Click Setup.
  2. Click Manage Users > Profiles.

  1. Click Edit against the specific Profile.

  1. Scroll down to Administrative Permissions and check the API Enabled box.

  1. Click Save.

Enabling API Access in Salesforce by Permission Set

  1. Click Setup.
  2. Click Manage Users > Permission Sets.

 

  1. Select the specific Permission Set.

  1. Click System > System Permissions > Edit
  2. Check the API Enabled box.

  1. Click Save.

Add entries to Related Lists

Related Lists are records that are associated with the parent record.For example, a Lead in Salesforce can have Notes,Tasks, Calls, Events etc associated with it.These associated records are the Related Lists.

When you push form entries to a Salesforce Object, you can also push records associated with the entry to a related list. For example, a call can be added to a related list associated with a contact.

Note: Before configuring the setup to push entries to a Related List associated with a Salesforce Object, you must first integrate your form to a Salesforce Object in the New Record tab.

To add entries to a Related List associated with a Salesforce Object,

  1. Navigate to the Integrations tab and click Salesforce
  2. Click the Related List tab.
  3. Pick the Related Object associated with the Primary Object selected while adding a New Record.
  4. Select the Record Type.
  5. Map all the mandatory Salesforce fields to the corresponding Zoho Forms fields.
  6. To map more fields, click + Add Fields.
  7. Click Integrate.

Trigger actions while sending entries to Related Lists

While adding entries to a Related List associated with a Salesforce Object, you can choose to trigger certain actions.

Attachment: This option pushes attachments associated with each form entry to Salesforce. The following attachments can be pushed from Zoho Forms to Salesforce:

  • Signatures
  • File upload/ Image Upload field attachments
  • PDF of form submissions ​

Upsert Record: This option lets you update existing records in Salesforce with the new values. If a record with identical upsert value exists in Salesforce, then it will be updated with the new values. If not, a new record will be created in Salesforce.

Note: Only the fields with External ID property enabled in Salesforce can be used to upsert a record.

Assignment Rules: This option triggers the Assignment Rules configured in Salesforce while adding the related lists.

To do this, you must configure assignment rules in Salesforce under Feature Settings > Service > Case Assignment Rules. All the rules configured will be displayed in the drop-down. You can select the rule to be triggered while adding entries to the Related Lists.

Approvals: This option pushes the records to an Approval list in Salesforce. You can manually Approve or Reject the pushed entries under Approval Requests in Salesforce.

Set Alert on Integration Failure

Once your integration settings are saved, you can choose to receive an email alert if the integration fails.

To do so,

  1. Click Set Alert in the top-right corner.
  2. Configure the email alert template and click Save.

Note:

  • The option to set an email alert on integration failure is available only in our paid plans.
  • You can send email alerts to a maximum of 5 users within your organization.
  • An email alert will be triggered only on the first occurrence of integration failure every 24 hours.

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