FastField's integration with Salesforce offers a powerful way to streamline your data collection and management processes. By setting up a Global Workflow integration, you can seamlessly sync your form submissions with Salesforce records, ensuring data accuracy and reducing manual data entry efforts. This article will guide you through the process of setting up and using the Salesforce Global Workflow integration in FastField.
In this article
Prerequisites
To successfully set up a Salesforce Global Workflow integration, you'll need the following:
- Active FastField and Salesforce accounts.
- Administrative access to both FastField and Salesforce.
- Familiarity with FastField's form creation and Salesforce's object structure.
Setting Up the Integration
To set up the integration:
- Go to the FastField Portal and log in with your credentials.
- From your FastField Portal, navigate to the "Workflow" section > click on "Integrations" > click "+ New Integration" button.
- Choose the Salesforce integration. Authenticate with your Salesforce account to grant access by using your Salesforce credentials.
All that's left is to click save! You will be able to disconnect and reconnect this integrations at anytime by toggling the "Enabled" button.
Configuring a SalesForce Global Workflow Integration
To configure the Salesforce integration, follow these steps:
- From the FastField Portal, navigate to the "Workflow" section > click on "Global Workflow" > click "+ New Integration" button.
- Name your workflow and choose whether you want to assign this workflow action to any form or a specific form.
- Create an action by selecting the Salesforce integration from the dropdown list.
- Next, name your action and either choose an existing or new Salesforce integration. If you already authorized through the integrations tab, those integrations will be shown here.
- Create an object mapping by selecting one or more objects for the data to flow to.
- For each object, create a field mapping to correlate the submission field and the Salesforce object field.
Note: If any mapped fields in your destination form are modified or deleted in the future, the mappings here will need to be updated as well.
- Select which format(s) you would like for your submission to be delivered as. (PDF, Word, Excel, CSV, XML, JSON).
- Be sure to test your integration to verify that it works. Now all that there's left to do it save to establish the connection!
Congratulations! Your FastField account is now connected to Salesforce! With this integration enabled, each time a form is submitted, your data will be sent to Salesforce via a mapping.
Frequently Asked Questions
Q: Can I disconnect FastField from Salesforce if I no longer need the integration?
A: Yes, you can disconnect FastField from Salesforce at any time by following the steps outlined in the "Managing Your Integration" section.
Q: How often does data sync between FastField and Salesforce?
A: Data synchronization occurs in real-time, ensuring that the data collected in FastField is immediately reflected in your Salesforce account.
Q: Can I customize field mappings for data synchronization?
A: Yes, you can customize field mappings to ensure that data collected in FastField aligns with your Salesforce setup. For details, refer to the "Integrating Salesforce into a Global Workflow" section.