Form plugin salesforce
From Fabrik
Ths plugin allows you to sync data from Fabrik to yoursales force application
- 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
- 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
