Blog

Here to Help: Your Top 4 Salesforce Integration Questions Answered

Blog

Here to Help: Your Top 4 Salesforce Integration Questions Answered

Blog

Here to Help: Your Top 4 Salesforce Integration Questions Answered

Blog

Here to Help: Your Top 4 Salesforce Integration Questions Answered

Blog

Here to Help: Your Top 4 Salesforce Integration Questions Answered

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Blog

Here to Help: Your Top 4 Salesforce Integration Questions Answered

Jessica Haas
/
May 27, 2016
Blog

Here to Help: Your Top 4 Salesforce Integration Questions Answered

MIN
/
May 27, 2016
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"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

If your company uses both Salesforce and Formstack, you probably know that it’s possible to connect the two tools through Formstack’s Salesforce integration. This integration allows you to collect information via a Formstack form and then pass the information to Salesforce. But, like many relationships, the connection between Salesforce and Formstack can be a bit complicated at times.To provide some clarity around integrating your forms with Salesforce, I’m here to answer some of your top questions. Here are four frequently asked questions (and answers!) about the Formstack Salesforce integration:

#1: How do we send file attachments between our forms and Salesforce?

Easy! First, be sure you have at least one File Upload field included on your Formstack form. Next, add an Attachment object through the Formstack Salesforce integration settings by selecting Settings > Salesforce > Objects > Select Object > Attachment.With the Attachment object added to the integration settings, link the Attachment to the necessary Salesforce object. To do this, set the Parent ID to Link, and a dropdown list will populate with all the objects the Attachment can be linked to.  Lastly, link the Attachment to the File Upload field on the form. To do this, set the File Name and Body to Field. Then, select the File Upload field from the list of fields.

Now you should be all set! When a form is submitted, the uploaded file will appear as an attachment under the linked object.

#2: Can we create new leads or update existing leads under a Salesforce campaign?

Yes! To create new leads under a campaign, add a Lead object and a CampaignMember object to your form through the Formstack Salesforce integration settings (go to Settings > Salesforce > Objects > Select Object).To attach leads to an existing campaign in Salesforce, use the Value mapping option under Campaign Member ID and pre-fill the existing campaign's ID from Salesforce as the campaign value. This ID can typically be found in the URL when viewing the object in Salesforce.If you are linking a lead that does not yet have a Campaign Member ID, we offer a mapping option that allows you to associate the campaign member you're about to create with the lead you're about to create. Under Campaign ID, select Link, and we will take care of the rest!

#3: How do I map a custom object between my form and Salesforce?

First, you’ll want to create the object in Salesforce by going to Setup Admin > App Setup > Create > Object > New Custom Object. Fill in the fields as needed to create the object, and be sure to update the following as shown here:

  • Allow Sharing > ON
  • Allow Bulk API Access > ON
  • Allow Streaming API Access > ON
  • Deployment Status > Deployed

Updating the above settings will ensure that Formstack can view the object for mapping between the form and Salesforce.

Helpful hint: When creating the object (or fields under the object), keep an eye out for any limitations that may prevent the form from submitting data to Salesforce. An example of this is a character limitation on the field set in Salesforce. If your form is submitting a Long Answer field to a Salesforce field with a character limitation, the submitted data may be over the set limit in Salesforce and get rejected. To correct this, set no limit or a very high limit on the Salesforce field.

Once the custom object is created, saved, and live in Salesforce, you can refresh your Salesforce object listing in Formstack to pull the newly created object and display it for mapping. Select the object, and it will be added to your mapping queue where you can choose which field(s) from the form will be mapped into the fields under this object.

Mapping Custom Objects with Formstack Salesforce Integration

#4: Are we able to test a form’s Salesforce integration through a Sandbox before going live?

Definitely! When you add the Salesforce integration to your form, you will be presented with different Run mode settings. Here, you have three options:

  • Choose ON, and submitted data will be sent to your live Salesforce instance.
  • Choose TEST, and submitted data will be sent to your Salesforce Sandbox environment.
  • Choose OFF, and nothing will be sent to Salesforce when the form is submitted.  
Formstack Salesforce Integration Run Mode Options

To run in Sandbox mode, set the integration to TEST, then enter your Sandbox login credentials and map the form to Salesforce as needed. When the form is submitted, the data will be sent to Salesforce Sandbox, and objects will be created or updated as needed. When testing is complete, change Run mode to ON and update your Salesforce credentials to reflect your live Salesforce account.

Note: If you turn the integration to ON and do not update your credentials, the integration will not be able to run and no data will be sent to Salesforce.

Want to learn more about Formstack’s Salesforce integration? Click below to access our essentials guide.

Blog

Here to Help: Your Top 4 Salesforce Integration Questions Answered

Blog

Here to Help: Your Top 4 Salesforce Integration Questions Answered

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"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

If your company uses both Salesforce and Formstack, you probably know that it’s possible to connect the two tools through Formstack’s Salesforce integration. This integration allows you to collect information via a Formstack form and then pass the information to Salesforce. But, like many relationships, the connection between Salesforce and Formstack can be a bit complicated at times.To provide some clarity around integrating your forms with Salesforce, I’m here to answer some of your top questions. Here are four frequently asked questions (and answers!) about the Formstack Salesforce integration:

#1: How do we send file attachments between our forms and Salesforce?

Easy! First, be sure you have at least one File Upload field included on your Formstack form. Next, add an Attachment object through the Formstack Salesforce integration settings by selecting Settings > Salesforce > Objects > Select Object > Attachment.With the Attachment object added to the integration settings, link the Attachment to the necessary Salesforce object. To do this, set the Parent ID to Link, and a dropdown list will populate with all the objects the Attachment can be linked to.  Lastly, link the Attachment to the File Upload field on the form. To do this, set the File Name and Body to Field. Then, select the File Upload field from the list of fields.

Now you should be all set! When a form is submitted, the uploaded file will appear as an attachment under the linked object.

#2: Can we create new leads or update existing leads under a Salesforce campaign?

Yes! To create new leads under a campaign, add a Lead object and a CampaignMember object to your form through the Formstack Salesforce integration settings (go to Settings > Salesforce > Objects > Select Object).To attach leads to an existing campaign in Salesforce, use the Value mapping option under Campaign Member ID and pre-fill the existing campaign's ID from Salesforce as the campaign value. This ID can typically be found in the URL when viewing the object in Salesforce.If you are linking a lead that does not yet have a Campaign Member ID, we offer a mapping option that allows you to associate the campaign member you're about to create with the lead you're about to create. Under Campaign ID, select Link, and we will take care of the rest!

#3: How do I map a custom object between my form and Salesforce?

First, you’ll want to create the object in Salesforce by going to Setup Admin > App Setup > Create > Object > New Custom Object. Fill in the fields as needed to create the object, and be sure to update the following as shown here:

  • Allow Sharing > ON
  • Allow Bulk API Access > ON
  • Allow Streaming API Access > ON
  • Deployment Status > Deployed

Updating the above settings will ensure that Formstack can view the object for mapping between the form and Salesforce.

Helpful hint: When creating the object (or fields under the object), keep an eye out for any limitations that may prevent the form from submitting data to Salesforce. An example of this is a character limitation on the field set in Salesforce. If your form is submitting a Long Answer field to a Salesforce field with a character limitation, the submitted data may be over the set limit in Salesforce and get rejected. To correct this, set no limit or a very high limit on the Salesforce field.

Once the custom object is created, saved, and live in Salesforce, you can refresh your Salesforce object listing in Formstack to pull the newly created object and display it for mapping. Select the object, and it will be added to your mapping queue where you can choose which field(s) from the form will be mapped into the fields under this object.

Mapping Custom Objects with Formstack Salesforce Integration

#4: Are we able to test a form’s Salesforce integration through a Sandbox before going live?

Definitely! When you add the Salesforce integration to your form, you will be presented with different Run mode settings. Here, you have three options:

  • Choose ON, and submitted data will be sent to your live Salesforce instance.
  • Choose TEST, and submitted data will be sent to your Salesforce Sandbox environment.
  • Choose OFF, and nothing will be sent to Salesforce when the form is submitted.  
Formstack Salesforce Integration Run Mode Options

To run in Sandbox mode, set the integration to TEST, then enter your Sandbox login credentials and map the form to Salesforce as needed. When the form is submitted, the data will be sent to Salesforce Sandbox, and objects will be created or updated as needed. When testing is complete, change Run mode to ON and update your Salesforce credentials to reflect your live Salesforce account.

Note: If you turn the integration to ON and do not update your credentials, the integration will not be able to run and no data will be sent to Salesforce.

Want to learn more about Formstack’s Salesforce integration? Click below to access our essentials guide.

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No items found.
Infographic

Here to Help: Your Top 4 Salesforce Integration Questions Answered

Have questions about Formstack's Salesforce Integration? Here are answers to the top 4 questions customers are asking.
Download InfographicDownload Infographic

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

If your company uses both Salesforce and Formstack, you probably know that it’s possible to connect the two tools through Formstack’s Salesforce integration. This integration allows you to collect information via a Formstack form and then pass the information to Salesforce. But, like many relationships, the connection between Salesforce and Formstack can be a bit complicated at times.To provide some clarity around integrating your forms with Salesforce, I’m here to answer some of your top questions. Here are four frequently asked questions (and answers!) about the Formstack Salesforce integration:

#1: How do we send file attachments between our forms and Salesforce?

Easy! First, be sure you have at least one File Upload field included on your Formstack form. Next, add an Attachment object through the Formstack Salesforce integration settings by selecting Settings > Salesforce > Objects > Select Object > Attachment.With the Attachment object added to the integration settings, link the Attachment to the necessary Salesforce object. To do this, set the Parent ID to Link, and a dropdown list will populate with all the objects the Attachment can be linked to.  Lastly, link the Attachment to the File Upload field on the form. To do this, set the File Name and Body to Field. Then, select the File Upload field from the list of fields.

Now you should be all set! When a form is submitted, the uploaded file will appear as an attachment under the linked object.

#2: Can we create new leads or update existing leads under a Salesforce campaign?

Yes! To create new leads under a campaign, add a Lead object and a CampaignMember object to your form through the Formstack Salesforce integration settings (go to Settings > Salesforce > Objects > Select Object).To attach leads to an existing campaign in Salesforce, use the Value mapping option under Campaign Member ID and pre-fill the existing campaign's ID from Salesforce as the campaign value. This ID can typically be found in the URL when viewing the object in Salesforce.If you are linking a lead that does not yet have a Campaign Member ID, we offer a mapping option that allows you to associate the campaign member you're about to create with the lead you're about to create. Under Campaign ID, select Link, and we will take care of the rest!

#3: How do I map a custom object between my form and Salesforce?

First, you’ll want to create the object in Salesforce by going to Setup Admin > App Setup > Create > Object > New Custom Object. Fill in the fields as needed to create the object, and be sure to update the following as shown here:

  • Allow Sharing > ON
  • Allow Bulk API Access > ON
  • Allow Streaming API Access > ON
  • Deployment Status > Deployed

Updating the above settings will ensure that Formstack can view the object for mapping between the form and Salesforce.

Helpful hint: When creating the object (or fields under the object), keep an eye out for any limitations that may prevent the form from submitting data to Salesforce. An example of this is a character limitation on the field set in Salesforce. If your form is submitting a Long Answer field to a Salesforce field with a character limitation, the submitted data may be over the set limit in Salesforce and get rejected. To correct this, set no limit or a very high limit on the Salesforce field.

Once the custom object is created, saved, and live in Salesforce, you can refresh your Salesforce object listing in Formstack to pull the newly created object and display it for mapping. Select the object, and it will be added to your mapping queue where you can choose which field(s) from the form will be mapped into the fields under this object.

Mapping Custom Objects with Formstack Salesforce Integration

#4: Are we able to test a form’s Salesforce integration through a Sandbox before going live?

Definitely! When you add the Salesforce integration to your form, you will be presented with different Run mode settings. Here, you have three options:

  • Choose ON, and submitted data will be sent to your live Salesforce instance.
  • Choose TEST, and submitted data will be sent to your Salesforce Sandbox environment.
  • Choose OFF, and nothing will be sent to Salesforce when the form is submitted.  
Formstack Salesforce Integration Run Mode Options

To run in Sandbox mode, set the integration to TEST, then enter your Sandbox login credentials and map the form to Salesforce as needed. When the form is submitted, the data will be sent to Salesforce Sandbox, and objects will be created or updated as needed. When testing is complete, change Run mode to ON and update your Salesforce credentials to reflect your live Salesforce account.

Note: If you turn the integration to ON and do not update your credentials, the integration will not be able to run and no data will be sent to Salesforce.

Want to learn more about Formstack’s Salesforce integration? Click below to access our essentials guide.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

If your company uses both Salesforce and Formstack, you probably know that it’s possible to connect the two tools through Formstack’s Salesforce integration. This integration allows you to collect information via a Formstack form and then pass the information to Salesforce. But, like many relationships, the connection between Salesforce and Formstack can be a bit complicated at times.To provide some clarity around integrating your forms with Salesforce, I’m here to answer some of your top questions. Here are four frequently asked questions (and answers!) about the Formstack Salesforce integration:

#1: How do we send file attachments between our forms and Salesforce?

Easy! First, be sure you have at least one File Upload field included on your Formstack form. Next, add an Attachment object through the Formstack Salesforce integration settings by selecting Settings > Salesforce > Objects > Select Object > Attachment.With the Attachment object added to the integration settings, link the Attachment to the necessary Salesforce object. To do this, set the Parent ID to Link, and a dropdown list will populate with all the objects the Attachment can be linked to.  Lastly, link the Attachment to the File Upload field on the form. To do this, set the File Name and Body to Field. Then, select the File Upload field from the list of fields.

Now you should be all set! When a form is submitted, the uploaded file will appear as an attachment under the linked object.

#2: Can we create new leads or update existing leads under a Salesforce campaign?

Yes! To create new leads under a campaign, add a Lead object and a CampaignMember object to your form through the Formstack Salesforce integration settings (go to Settings > Salesforce > Objects > Select Object).To attach leads to an existing campaign in Salesforce, use the Value mapping option under Campaign Member ID and pre-fill the existing campaign's ID from Salesforce as the campaign value. This ID can typically be found in the URL when viewing the object in Salesforce.If you are linking a lead that does not yet have a Campaign Member ID, we offer a mapping option that allows you to associate the campaign member you're about to create with the lead you're about to create. Under Campaign ID, select Link, and we will take care of the rest!

#3: How do I map a custom object between my form and Salesforce?

First, you’ll want to create the object in Salesforce by going to Setup Admin > App Setup > Create > Object > New Custom Object. Fill in the fields as needed to create the object, and be sure to update the following as shown here:

  • Allow Sharing > ON
  • Allow Bulk API Access > ON
  • Allow Streaming API Access > ON
  • Deployment Status > Deployed

Updating the above settings will ensure that Formstack can view the object for mapping between the form and Salesforce.

Helpful hint: When creating the object (or fields under the object), keep an eye out for any limitations that may prevent the form from submitting data to Salesforce. An example of this is a character limitation on the field set in Salesforce. If your form is submitting a Long Answer field to a Salesforce field with a character limitation, the submitted data may be over the set limit in Salesforce and get rejected. To correct this, set no limit or a very high limit on the Salesforce field.

Once the custom object is created, saved, and live in Salesforce, you can refresh your Salesforce object listing in Formstack to pull the newly created object and display it for mapping. Select the object, and it will be added to your mapping queue where you can choose which field(s) from the form will be mapped into the fields under this object.

Mapping Custom Objects with Formstack Salesforce Integration

#4: Are we able to test a form’s Salesforce integration through a Sandbox before going live?

Definitely! When you add the Salesforce integration to your form, you will be presented with different Run mode settings. Here, you have three options:

  • Choose ON, and submitted data will be sent to your live Salesforce instance.
  • Choose TEST, and submitted data will be sent to your Salesforce Sandbox environment.
  • Choose OFF, and nothing will be sent to Salesforce when the form is submitted.  
Formstack Salesforce Integration Run Mode Options

To run in Sandbox mode, set the integration to TEST, then enter your Sandbox login credentials and map the form to Salesforce as needed. When the form is submitted, the data will be sent to Salesforce Sandbox, and objects will be created or updated as needed. When testing is complete, change Run mode to ON and update your Salesforce credentials to reflect your live Salesforce account.

Note: If you turn the integration to ON and do not update your credentials, the integration will not be able to run and no data will be sent to Salesforce.

Want to learn more about Formstack’s Salesforce integration? Click below to access our essentials guide.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

If your company uses both Salesforce and Formstack, you probably know that it’s possible to connect the two tools through Formstack’s Salesforce integration. This integration allows you to collect information via a Formstack form and then pass the information to Salesforce. But, like many relationships, the connection between Salesforce and Formstack can be a bit complicated at times.To provide some clarity around integrating your forms with Salesforce, I’m here to answer some of your top questions. Here are four frequently asked questions (and answers!) about the Formstack Salesforce integration:

#1: How do we send file attachments between our forms and Salesforce?

Easy! First, be sure you have at least one File Upload field included on your Formstack form. Next, add an Attachment object through the Formstack Salesforce integration settings by selecting Settings > Salesforce > Objects > Select Object > Attachment.With the Attachment object added to the integration settings, link the Attachment to the necessary Salesforce object. To do this, set the Parent ID to Link, and a dropdown list will populate with all the objects the Attachment can be linked to.  Lastly, link the Attachment to the File Upload field on the form. To do this, set the File Name and Body to Field. Then, select the File Upload field from the list of fields.

Now you should be all set! When a form is submitted, the uploaded file will appear as an attachment under the linked object.

#2: Can we create new leads or update existing leads under a Salesforce campaign?

Yes! To create new leads under a campaign, add a Lead object and a CampaignMember object to your form through the Formstack Salesforce integration settings (go to Settings > Salesforce > Objects > Select Object).To attach leads to an existing campaign in Salesforce, use the Value mapping option under Campaign Member ID and pre-fill the existing campaign's ID from Salesforce as the campaign value. This ID can typically be found in the URL when viewing the object in Salesforce.If you are linking a lead that does not yet have a Campaign Member ID, we offer a mapping option that allows you to associate the campaign member you're about to create with the lead you're about to create. Under Campaign ID, select Link, and we will take care of the rest!

#3: How do I map a custom object between my form and Salesforce?

First, you’ll want to create the object in Salesforce by going to Setup Admin > App Setup > Create > Object > New Custom Object. Fill in the fields as needed to create the object, and be sure to update the following as shown here:

  • Allow Sharing > ON
  • Allow Bulk API Access > ON
  • Allow Streaming API Access > ON
  • Deployment Status > Deployed

Updating the above settings will ensure that Formstack can view the object for mapping between the form and Salesforce.

Helpful hint: When creating the object (or fields under the object), keep an eye out for any limitations that may prevent the form from submitting data to Salesforce. An example of this is a character limitation on the field set in Salesforce. If your form is submitting a Long Answer field to a Salesforce field with a character limitation, the submitted data may be over the set limit in Salesforce and get rejected. To correct this, set no limit or a very high limit on the Salesforce field.

Once the custom object is created, saved, and live in Salesforce, you can refresh your Salesforce object listing in Formstack to pull the newly created object and display it for mapping. Select the object, and it will be added to your mapping queue where you can choose which field(s) from the form will be mapped into the fields under this object.

Mapping Custom Objects with Formstack Salesforce Integration

#4: Are we able to test a form’s Salesforce integration through a Sandbox before going live?

Definitely! When you add the Salesforce integration to your form, you will be presented with different Run mode settings. Here, you have three options:

  • Choose ON, and submitted data will be sent to your live Salesforce instance.
  • Choose TEST, and submitted data will be sent to your Salesforce Sandbox environment.
  • Choose OFF, and nothing will be sent to Salesforce when the form is submitted.  
Formstack Salesforce Integration Run Mode Options

To run in Sandbox mode, set the integration to TEST, then enter your Sandbox login credentials and map the form to Salesforce as needed. When the form is submitted, the data will be sent to Salesforce Sandbox, and objects will be created or updated as needed. When testing is complete, change Run mode to ON and update your Salesforce credentials to reflect your live Salesforce account.

Note: If you turn the integration to ON and do not update your credentials, the integration will not be able to run and no data will be sent to Salesforce.

Want to learn more about Formstack’s Salesforce integration? Click below to access our essentials guide.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

If your company uses both Salesforce and Formstack, you probably know that it’s possible to connect the two tools through Formstack’s Salesforce integration. This integration allows you to collect information via a Formstack form and then pass the information to Salesforce. But, like many relationships, the connection between Salesforce and Formstack can be a bit complicated at times.To provide some clarity around integrating your forms with Salesforce, I’m here to answer some of your top questions. Here are four frequently asked questions (and answers!) about the Formstack Salesforce integration:

#1: How do we send file attachments between our forms and Salesforce?

Easy! First, be sure you have at least one File Upload field included on your Formstack form. Next, add an Attachment object through the Formstack Salesforce integration settings by selecting Settings > Salesforce > Objects > Select Object > Attachment.With the Attachment object added to the integration settings, link the Attachment to the necessary Salesforce object. To do this, set the Parent ID to Link, and a dropdown list will populate with all the objects the Attachment can be linked to.  Lastly, link the Attachment to the File Upload field on the form. To do this, set the File Name and Body to Field. Then, select the File Upload field from the list of fields.

Now you should be all set! When a form is submitted, the uploaded file will appear as an attachment under the linked object.

#2: Can we create new leads or update existing leads under a Salesforce campaign?

Yes! To create new leads under a campaign, add a Lead object and a CampaignMember object to your form through the Formstack Salesforce integration settings (go to Settings > Salesforce > Objects > Select Object).To attach leads to an existing campaign in Salesforce, use the Value mapping option under Campaign Member ID and pre-fill the existing campaign's ID from Salesforce as the campaign value. This ID can typically be found in the URL when viewing the object in Salesforce.If you are linking a lead that does not yet have a Campaign Member ID, we offer a mapping option that allows you to associate the campaign member you're about to create with the lead you're about to create. Under Campaign ID, select Link, and we will take care of the rest!

#3: How do I map a custom object between my form and Salesforce?

First, you’ll want to create the object in Salesforce by going to Setup Admin > App Setup > Create > Object > New Custom Object. Fill in the fields as needed to create the object, and be sure to update the following as shown here:

  • Allow Sharing > ON
  • Allow Bulk API Access > ON
  • Allow Streaming API Access > ON
  • Deployment Status > Deployed

Updating the above settings will ensure that Formstack can view the object for mapping between the form and Salesforce.

Helpful hint: When creating the object (or fields under the object), keep an eye out for any limitations that may prevent the form from submitting data to Salesforce. An example of this is a character limitation on the field set in Salesforce. If your form is submitting a Long Answer field to a Salesforce field with a character limitation, the submitted data may be over the set limit in Salesforce and get rejected. To correct this, set no limit or a very high limit on the Salesforce field.

Once the custom object is created, saved, and live in Salesforce, you can refresh your Salesforce object listing in Formstack to pull the newly created object and display it for mapping. Select the object, and it will be added to your mapping queue where you can choose which field(s) from the form will be mapped into the fields under this object.

Mapping Custom Objects with Formstack Salesforce Integration

#4: Are we able to test a form’s Salesforce integration through a Sandbox before going live?

Definitely! When you add the Salesforce integration to your form, you will be presented with different Run mode settings. Here, you have three options:

  • Choose ON, and submitted data will be sent to your live Salesforce instance.
  • Choose TEST, and submitted data will be sent to your Salesforce Sandbox environment.
  • Choose OFF, and nothing will be sent to Salesforce when the form is submitted.  
Formstack Salesforce Integration Run Mode Options

To run in Sandbox mode, set the integration to TEST, then enter your Sandbox login credentials and map the form to Salesforce as needed. When the form is submitted, the data will be sent to Salesforce Sandbox, and objects will be created or updated as needed. When testing is complete, change Run mode to ON and update your Salesforce credentials to reflect your live Salesforce account.

Note: If you turn the integration to ON and do not update your credentials, the integration will not be able to run and no data will be sent to Salesforce.

Want to learn more about Formstack’s Salesforce integration? Click below to access our essentials guide.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

If your company uses both Salesforce and Formstack, you probably know that it’s possible to connect the two tools through Formstack’s Salesforce integration. This integration allows you to collect information via a Formstack form and then pass the information to Salesforce. But, like many relationships, the connection between Salesforce and Formstack can be a bit complicated at times.To provide some clarity around integrating your forms with Salesforce, I’m here to answer some of your top questions. Here are four frequently asked questions (and answers!) about the Formstack Salesforce integration:

#1: How do we send file attachments between our forms and Salesforce?

Easy! First, be sure you have at least one File Upload field included on your Formstack form. Next, add an Attachment object through the Formstack Salesforce integration settings by selecting Settings > Salesforce > Objects > Select Object > Attachment.With the Attachment object added to the integration settings, link the Attachment to the necessary Salesforce object. To do this, set the Parent ID to Link, and a dropdown list will populate with all the objects the Attachment can be linked to.  Lastly, link the Attachment to the File Upload field on the form. To do this, set the File Name and Body to Field. Then, select the File Upload field from the list of fields.

Now you should be all set! When a form is submitted, the uploaded file will appear as an attachment under the linked object.

#2: Can we create new leads or update existing leads under a Salesforce campaign?

Yes! To create new leads under a campaign, add a Lead object and a CampaignMember object to your form through the Formstack Salesforce integration settings (go to Settings > Salesforce > Objects > Select Object).To attach leads to an existing campaign in Salesforce, use the Value mapping option under Campaign Member ID and pre-fill the existing campaign's ID from Salesforce as the campaign value. This ID can typically be found in the URL when viewing the object in Salesforce.If you are linking a lead that does not yet have a Campaign Member ID, we offer a mapping option that allows you to associate the campaign member you're about to create with the lead you're about to create. Under Campaign ID, select Link, and we will take care of the rest!

#3: How do I map a custom object between my form and Salesforce?

First, you’ll want to create the object in Salesforce by going to Setup Admin > App Setup > Create > Object > New Custom Object. Fill in the fields as needed to create the object, and be sure to update the following as shown here:

  • Allow Sharing > ON
  • Allow Bulk API Access > ON
  • Allow Streaming API Access > ON
  • Deployment Status > Deployed

Updating the above settings will ensure that Formstack can view the object for mapping between the form and Salesforce.

Helpful hint: When creating the object (or fields under the object), keep an eye out for any limitations that may prevent the form from submitting data to Salesforce. An example of this is a character limitation on the field set in Salesforce. If your form is submitting a Long Answer field to a Salesforce field with a character limitation, the submitted data may be over the set limit in Salesforce and get rejected. To correct this, set no limit or a very high limit on the Salesforce field.

Once the custom object is created, saved, and live in Salesforce, you can refresh your Salesforce object listing in Formstack to pull the newly created object and display it for mapping. Select the object, and it will be added to your mapping queue where you can choose which field(s) from the form will be mapped into the fields under this object.

Mapping Custom Objects with Formstack Salesforce Integration

#4: Are we able to test a form’s Salesforce integration through a Sandbox before going live?

Definitely! When you add the Salesforce integration to your form, you will be presented with different Run mode settings. Here, you have three options:

  • Choose ON, and submitted data will be sent to your live Salesforce instance.
  • Choose TEST, and submitted data will be sent to your Salesforce Sandbox environment.
  • Choose OFF, and nothing will be sent to Salesforce when the form is submitted.  
Formstack Salesforce Integration Run Mode Options

To run in Sandbox mode, set the integration to TEST, then enter your Sandbox login credentials and map the form to Salesforce as needed. When the form is submitted, the data will be sent to Salesforce Sandbox, and objects will be created or updated as needed. When testing is complete, change Run mode to ON and update your Salesforce credentials to reflect your live Salesforce account.

Note: If you turn the integration to ON and do not update your credentials, the integration will not be able to run and no data will be sent to Salesforce.

Want to learn more about Formstack’s Salesforce integration? Click below to access our essentials guide.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

If your company uses both Salesforce and Formstack, you probably know that it’s possible to connect the two tools through Formstack’s Salesforce integration. This integration allows you to collect information via a Formstack form and then pass the information to Salesforce. But, like many relationships, the connection between Salesforce and Formstack can be a bit complicated at times.To provide some clarity around integrating your forms with Salesforce, I’m here to answer some of your top questions. Here are four frequently asked questions (and answers!) about the Formstack Salesforce integration:

#1: How do we send file attachments between our forms and Salesforce?

Easy! First, be sure you have at least one File Upload field included on your Formstack form. Next, add an Attachment object through the Formstack Salesforce integration settings by selecting Settings > Salesforce > Objects > Select Object > Attachment.With the Attachment object added to the integration settings, link the Attachment to the necessary Salesforce object. To do this, set the Parent ID to Link, and a dropdown list will populate with all the objects the Attachment can be linked to.  Lastly, link the Attachment to the File Upload field on the form. To do this, set the File Name and Body to Field. Then, select the File Upload field from the list of fields.

Now you should be all set! When a form is submitted, the uploaded file will appear as an attachment under the linked object.

#2: Can we create new leads or update existing leads under a Salesforce campaign?

Yes! To create new leads under a campaign, add a Lead object and a CampaignMember object to your form through the Formstack Salesforce integration settings (go to Settings > Salesforce > Objects > Select Object).To attach leads to an existing campaign in Salesforce, use the Value mapping option under Campaign Member ID and pre-fill the existing campaign's ID from Salesforce as the campaign value. This ID can typically be found in the URL when viewing the object in Salesforce.If you are linking a lead that does not yet have a Campaign Member ID, we offer a mapping option that allows you to associate the campaign member you're about to create with the lead you're about to create. Under Campaign ID, select Link, and we will take care of the rest!

#3: How do I map a custom object between my form and Salesforce?

First, you’ll want to create the object in Salesforce by going to Setup Admin > App Setup > Create > Object > New Custom Object. Fill in the fields as needed to create the object, and be sure to update the following as shown here:

  • Allow Sharing > ON
  • Allow Bulk API Access > ON
  • Allow Streaming API Access > ON
  • Deployment Status > Deployed

Updating the above settings will ensure that Formstack can view the object for mapping between the form and Salesforce.

Helpful hint: When creating the object (or fields under the object), keep an eye out for any limitations that may prevent the form from submitting data to Salesforce. An example of this is a character limitation on the field set in Salesforce. If your form is submitting a Long Answer field to a Salesforce field with a character limitation, the submitted data may be over the set limit in Salesforce and get rejected. To correct this, set no limit or a very high limit on the Salesforce field.

Once the custom object is created, saved, and live in Salesforce, you can refresh your Salesforce object listing in Formstack to pull the newly created object and display it for mapping. Select the object, and it will be added to your mapping queue where you can choose which field(s) from the form will be mapped into the fields under this object.

Mapping Custom Objects with Formstack Salesforce Integration

#4: Are we able to test a form’s Salesforce integration through a Sandbox before going live?

Definitely! When you add the Salesforce integration to your form, you will be presented with different Run mode settings. Here, you have three options:

  • Choose ON, and submitted data will be sent to your live Salesforce instance.
  • Choose TEST, and submitted data will be sent to your Salesforce Sandbox environment.
  • Choose OFF, and nothing will be sent to Salesforce when the form is submitted.  
Formstack Salesforce Integration Run Mode Options

To run in Sandbox mode, set the integration to TEST, then enter your Sandbox login credentials and map the form to Salesforce as needed. When the form is submitted, the data will be sent to Salesforce Sandbox, and objects will be created or updated as needed. When testing is complete, change Run mode to ON and update your Salesforce credentials to reflect your live Salesforce account.

Note: If you turn the integration to ON and do not update your credentials, the integration will not be able to run and no data will be sent to Salesforce.

Want to learn more about Formstack’s Salesforce integration? Click below to access our essentials guide.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers.

If your company uses both Salesforce and Formstack, you probably know that it’s possible to connect the two tools through Formstack’s Salesforce integration. This integration allows you to collect information via a Formstack form and then pass the information to Salesforce. But, like many relationships, the connection between Salesforce and Formstack can be a bit complicated at times.To provide some clarity around integrating your forms with Salesforce, I’m here to answer some of your top questions. Here are four frequently asked questions (and answers!) about the Formstack Salesforce integration:

#1: How do we send file attachments between our forms and Salesforce?

Easy! First, be sure you have at least one File Upload field included on your Formstack form. Next, add an Attachment object through the Formstack Salesforce integration settings by selecting Settings > Salesforce > Objects > Select Object > Attachment.With the Attachment object added to the integration settings, link the Attachment to the necessary Salesforce object. To do this, set the Parent ID to Link, and a dropdown list will populate with all the objects the Attachment can be linked to.  Lastly, link the Attachment to the File Upload field on the form. To do this, set the File Name and Body to Field. Then, select the File Upload field from the list of fields.

Now you should be all set! When a form is submitted, the uploaded file will appear as an attachment under the linked object.

#2: Can we create new leads or update existing leads under a Salesforce campaign?

Yes! To create new leads under a campaign, add a Lead object and a CampaignMember object to your form through the Formstack Salesforce integration settings (go to Settings > Salesforce > Objects > Select Object).To attach leads to an existing campaign in Salesforce, use the Value mapping option under Campaign Member ID and pre-fill the existing campaign's ID from Salesforce as the campaign value. This ID can typically be found in the URL when viewing the object in Salesforce.If you are linking a lead that does not yet have a Campaign Member ID, we offer a mapping option that allows you to associate the campaign member you're about to create with the lead you're about to create. Under Campaign ID, select Link, and we will take care of the rest!

#3: How do I map a custom object between my form and Salesforce?

First, you’ll want to create the object in Salesforce by going to Setup Admin > App Setup > Create > Object > New Custom Object. Fill in the fields as needed to create the object, and be sure to update the following as shown here:

  • Allow Sharing > ON
  • Allow Bulk API Access > ON
  • Allow Streaming API Access > ON
  • Deployment Status > Deployed

Updating the above settings will ensure that Formstack can view the object for mapping between the form and Salesforce.

Helpful hint: When creating the object (or fields under the object), keep an eye out for any limitations that may prevent the form from submitting data to Salesforce. An example of this is a character limitation on the field set in Salesforce. If your form is submitting a Long Answer field to a Salesforce field with a character limitation, the submitted data may be over the set limit in Salesforce and get rejected. To correct this, set no limit or a very high limit on the Salesforce field.

Once the custom object is created, saved, and live in Salesforce, you can refresh your Salesforce object listing in Formstack to pull the newly created object and display it for mapping. Select the object, and it will be added to your mapping queue where you can choose which field(s) from the form will be mapped into the fields under this object.

Mapping Custom Objects with Formstack Salesforce Integration

#4: Are we able to test a form’s Salesforce integration through a Sandbox before going live?

Definitely! When you add the Salesforce integration to your form, you will be presented with different Run mode settings. Here, you have three options:

  • Choose ON, and submitted data will be sent to your live Salesforce instance.
  • Choose TEST, and submitted data will be sent to your Salesforce Sandbox environment.
  • Choose OFF, and nothing will be sent to Salesforce when the form is submitted.  
Formstack Salesforce Integration Run Mode Options

To run in Sandbox mode, set the integration to TEST, then enter your Sandbox login credentials and map the form to Salesforce as needed. When the form is submitted, the data will be sent to Salesforce Sandbox, and objects will be created or updated as needed. When testing is complete, change Run mode to ON and update your Salesforce credentials to reflect your live Salesforce account.

Note: If you turn the integration to ON and do not update your credentials, the integration will not be able to run and no data will be sent to Salesforce.

Want to learn more about Formstack’s Salesforce integration? Click below to access our essentials guide.

Jessica Haas
Jessica is the Director of CX & Professional Services at Formstack and has been with the company since 2012. Most of the time, her brain is consumed by thoughts of service design, customer happiness, and creative solutions. She wants to make a difference for people and hopes to someday become a master of zen.
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.