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Salesforce form plugin

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  • Contents

    Introduction​


    This plugin allows you to sync data from Fabrik to your sales force application

    Options​


    salesforce.png


    • Update object - determine which object type will be created/modified with the fabrik form's data :
      • Contact
      • Community
      • Contract
      • Document
      • Event
      • Event Attendee
      • Folder
      • Group
      • Lead
      • Note
      • Opportunity
      • Opportunity Competitor
      • Organization
      • Partner
      • Product2
      • Profile
      • Solution
      • Task
      • User
      • Vote
      • WebLink
    • Username - your sales force login user name
    • Password - your sales force password
    • Token - Get a Salesforce API token by going to salesforce.com and selecting setup (top menu) -> my personal information -> Reset your security token
    • Custom ID field To link your fabrik data to the salesforce object, the salesforce object needs a custom field defined as an external id.Please understand that an external id has to be one of the following field types:
      • Text
      • Number
      • Email
      • Auto Number
    As a sforce administrator, you login to Salesforce.com and go to Setup -> App Setup -> Accounts -> Fields. Then scroll down to Account Custom Fields and Relationships. Either Create a new field that you will be utilizing or edit a existing field which is a valid field type and make it an external field.
    • Allow upserts - If yes then salesforce records whose ids match the 'Custom id field' value will be updated (none matched records will be created). Otherwise a new salesforce record will always be created
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