Our Premium connector for direct connection to Salesforce. Our platform enables you to quickly and easily connect to objects on your Salesforce account.
This enables a one-way synchronization to occur, where any Form output files are pushed to Salesforce objects.
Before you add a Salesforce Connector, you must ensure that you have a valid Salesforce Connection setup in your organization.
Adding the Connector
Follow these steps to add the connector to your specific form:
- Navigate to App Workshop > Forms.
- Hover over your desired form and click the Connect icon.
- Click the Add Connector button (top-right).
- Select Salesforce from the options.
Note: The page will refresh with the connector added. Changes are not live until you click Save.
Quick Access Tip
If you are already inside the Form Builder or Settings view, you don’t need to go back to the main menu. Simply click the Connectors tab located directly under the form title at the top of the screen.
Configuring the Connector
After adding the form connector, the following configuration options are available.
Using Connection
This option will be available if you’ve set up more than one Salesforce Connection. Select the connection that you’d prefer to use.
Send Form Answers
You can choose what format you want your Form entry data to be sent as:
| File Format | Description |
|---|---|
Plain Text | Send form data as plain text. By default, each field answered is placed on a new line. This is customizable using HTML or our Data Template Syntax. |
| CSV | Send form data in a .csv attachment. Customizable using a Text file template. |
| JSON | Send form data in a .json attachment Customizable using a Text file template. |
| Excel | Send form data in an .xlsx attachment. Customizable using an Excel template. |
| Word | Send form data as a .docx attachment. Customizable using a Word (.docx) template. |
| Send form data as a .pdf attachment. Customizable using a Word or Excel template or a built-in template. | |
| Word | Send form data as a .docx attachment. Customizable using a Word (.docx) template. |
| XML | Send form data as an .xml attachment. Customizable using a Text file template. |
Send Media Files
Allows you to attach which media files to be included in the email.
The Connector will send/attach all media captured in the Form entry (photos, videos, etc.) as separate files with this option enabled
This is in addition to any generated answer/template output of the connector.
File Name
Allows you to specify the names of the media files to be uploaded.
Optionally enter a custom file name of your choice.
You can also create a dynamic attachment name using fields from your Form – hit the hammer icon to bring up the text builder and build the file name.
The file extension (.pdf, .xlsx, .docx, etc) will be added to your name automatically.
The generated file name, including the extension, may not exceed 120 characters.
Cross Reference To
Use this option to reference a Salesforce Entity dynamically, with the Entity’s Id sourced from the answer of the chosen Form field.
Anonymize Personal Data
If enabled, data from fields marked as Personal Data will be converted to a non-human-readable format to aid privacy.
At this stage, your Connector is ready to go.
Hit the SAVE button to save your changes and activate the Connector.