With the Salesforce integration you’ll be able to send form entry data straight to your all-in-one CRM Salesforce account, helping to drive growth across your business.
Salesforce is a powerful CRM for sales, service, marketing, commerce, and more. Its integrated platform lets you easily manage and connect with both leads and customers, helping to drive growth and productivity across your business.
Salesforce Settings
- In your Woorise dashboard click on Integrations from the main menu and activate Salesforce.
- Next click on Salesforce integration Settings.
- Enter your Consumer Key, Consumer Secret, and your Salesforce Domain. For help finding your Salesforce domain, refer to this article.
- Click Update Settings. If all goes well you will be notified by a green check mark beside the box. If you do not see a green check mark, please double check this information and try again.
- Next you will need to create a Salesforce feed. A feed simply allows form submission data to be sent to another source. In this instance, sending contact information to your Salesforce account.
Creating a Salesforce Feed
- From the Pages main menu select the campaign you want and click on the Form tab.
- From the Settings click on Salesforce.
- Click Add New to create a new feed.
Salesforce Feed Settings
- Name
A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing. - Object Type
The Object Type from your Salesforce account to which you want to send data. Object Types are created and managed in the Salesforce platform. Adjust these in Salesforce to align with your data management needs. Required - Field Mapping
Mapping is the way you identify which data field in your Salesforce is to be the destination for each of your form fields. Each Salesforce object will have its own selection of data fields. The fields for the chosen object will be loaded from the object when an object type is selected allowing you to identify each of them for mapping. - Duplicate Records
This setting determines how the feed will handle entries that Salesforce identifies as a duplicate. When enabled the feed will update existing records in Salesforce that are recognized as duplicates. This ensures that your Salesforce data remains up-to-date without creating redundant entries. When disabled the feed will not update duplicate records. Instead, if a duplicate is found, an error will be displayed in the entry log, and that form entry will not be processed. The criteria and rules for identifying duplicates are provided and managed from within your Salesforce account settings. Adjust these rules in Salesforce to align with your data management needs. - Conditional Logic
If unchecked, every successful form submission will be sent to Salesforce. If you wish to set specific conditions for sending form data to Salesfoce, check this and fill out the required criteria.