Form Integration, Editing, and Removal Methods for Salesforce Integration

After integrating formrun team and Salesforce, it is necessary to map (link) fields on the form to Salesforce fields. How to map and edit the mapping.

• Permissions for Formrun to Map (Link) Forms
• How to Navigate to the External Integration (Team) Settings Page
• Integration of Salesforce and Forms
  • Supported Salesforce Field Types for Integration
• Editing Forms with Integration
• Disconnection of Forms with Integration
• Other

Permissions for Formrun to Map (Link) Forms

These are the permissions if team collaboration has been completed.

If team collaboration is not yet complete, please follow team collaboration procedures in this FAQ.

Navigating to the External Integration (Team) Settings Page

1. From the settings page, click "Team > External Integration," then click "Select" → Choose Salesforce

   

Integration of Salesforce and Forms

1. From the settings page, click "Team > External Integration," then click "Select" → Click "Salesforce"
   
   
   
   

2. Click "Link" next to the form you want to integrate

   

3. Select the Salesforce object you want to link ※ It takes a few minutes to load and display the objects.

   

4. Map (link) the data fields of Formrun with Salesforce fields

   It is necessary to map (link) the fields in Formrun that are required in Salesforce objects.

   ※ The display name of the fields on Formrun does not need to match the display name of Salesforce fields.

   

5. Select the data storage format → Click the "Next" button in the upper right. There are three data storage formats as follows:

   • New Only: Only create new records
   • Overwrite Only: Only update existing records by overwriting
   • Overwrite or New: Overwrite for records with content set as matching keys and create new records if there are no existing records
     ※ [Overwrite Only or Overwrite or New] will only overwrite fields that have values entered in the form, and fields submitted blank will not be overwritten.

   

6. Only when selecting [Overwrite Only or Overwrite or New], select the matching key fields

   • Matching keys can have multiple conditions selected

   

7. Enter the email address for sending notification emails in case of errors → Click "Save"

   

   • If you want to add more notification email addresses, click the "+" button to add them

Salesforce Field Types That Can Be Linked

Field types that are not supported in Formrun cannot be linked.

For fields with data type "String," please reset and then map them with the form.

 

連携しているフォームの編集方法 (Editing a Form Linked)

1. Follow this method to navigate to the Salesforce setup page
2. Click the "Edit" button next to the form name you want to edit.
   
   

For linked forms, you can make changes to the following four:

• Linked Objects
• Mapping with Form Fields
• Data Saving Format
• Email Address for Error Notifications ※ Clicking "Next" in the object linking will take you to the settings page.

Method for Disconnecting Linked Forms

Disconnecting a form will also remove the mapping with form fields.

Once disconnected, it cannot be undone, so please be cautious.

1. Follow this method to navigate to the Salesforce setup page
2. ① Click the "▼" button next to the form name you want to edit
   ② Click "Disconnect Form"

Disconnecting between the team and Salesforce requires a separate procedure.

For detailed instructions, please refer to the "FAQ: Team Integration and Disconnection for External Integration."

Other

For an overview of this feature, please see "FAQ: What is Salesforce Integration?."

If you cannot find a solution on this page, please refer to "FAQ: Frequently Asked Questions about Salesforce."