Salesforce

 Salesforce Integration

With the Zoho Forms and Salesforce integration, you can automatically push your form data into Salesforce objects when someone fills out your form.

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

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.

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