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Salesforce (Sales Cloud)

Integrate with Salesforce to automatically create or update leads in Sales Cloud from your form submissions.

Updated over 5 months ago

Integrating Formulayt with Salesforce (Sales Cloud)

Formulayt can push form submissions into Salesforce Leads via the Salesforce REST API. This allows you to capture form data in Salesforce and further process it with your internal workflows, assignment rules, or any existing Salesforce automation.
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Integration requirements

1. Salesforce admin access

You'll need a user with the System Administrator profile (or equivalent permissions) to create an External Client App in Salesforce and grant appropriate OAuth scopes.
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2. External Client App

An External Client App must be created in your Salesforce org to enable Formulayt to perform OAuth 2.0 authentication. You will retrieve a Consumer Key and Consumer Secret from that app, then enter them into Formulayt.
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3. OAuth 2.0 authorization

You'll complete the OAuth flow from within the Formulayt admin, using your Salesforce credentials. This grants Formulayt a refresh token for ongoing access to create/update leads.

Once configured, each form submission can be matched against an existing lead (by fields like email) or create a new lead if no match is found.
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Step 1: Create an External Client App in Salesforce

  1. Go to Setup

    1. In the top-right corner of your Salesforce org, click the gear icon and select Setup.

  2. Navigate to External Client App Manager by using the search.

  3. New External Client App

    1. Click New External Client App.

    2. External Client App Name: “Formulayt.”

    3. Contact Email: development@formulayt.com (or your preferred owner email).

  4. Enable OAuth Settings

    1. Under the API section, check Enable OAuth.

    2. Callback URL:

      1. https://admin.gatedcontent.com/accounts/{{YOUR_FORMULAYT_ACCOUNT_ID}}/integrations/salesforce/oauth_code

      2. Replace {{YOUR_FORMULAYT_ACCOUNT_ID}} with your actual Formulayt account ID.

    3. Selected OAuth Scopes:

      1. Access and manage your data (api)

      2. Perform requests at any time (refresh_token, offline_access)

    4. Under Security, ensure that Require Proof Key for Code Exchange (PKCE) is Unchecked.

    5. Save and Retrieve Keys

      1. After saving, Salesforce displays your Consumer Key and Consumer Secret under the Settings tab → OAuth Settings. Make sure to record these.

    6. Set Refresh Token Policy

      1. Go to Policies → OAuth Policies.

      2. Under Refresh Token Policy, select Refresh token is valid until revoked.

      3. This ensures Formulayt’s connection doesn’t expire.

Step 2: Enter Salesforce details in Formulayt

Once your External Client App is set up, log in to your Formulayt admin area:

  1. Open the Salesforce integration

    • Under Apps, find Salesforce

    • You'll see fields like Consumer Key, Consumer Secret, and a button to Connect your SFDC account

  2. Fill in the required fields

    • Consumer Key: The "Consumer Key" from your External Client App

    • Consumer Secret: The "Consumer Secret" from your External Client App

  3. Connect your SFDC account (OAuth)

    • Click "Connect your SFDC account"

    • You'll be redirected to Salesforce to authorize

    • Sign in with the Salesforce user who should have API permissions

    • After authorizing, you'll be redirected back to Formulayt, and the refresh token is stored securely

Once authenticated, Formulayt can continuously push form submissions into Salesforce leads.
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Step 3: Define your field mapping

After integration is active, you can choose which fields from your Formulayt forms map to which Salesforce Lead fields:

  1. Lead search field mapping:

    • Tells Formulayt which combination of fields to compare when searching for existing leads (e.g., "Email")

    • If a match is found, the lead is updated; otherwise, a new lead is created

  2. Lead update field mapping:

    • Tells Formulayt how to populate Salesforce lead fields from your form submission fields

    • For example, "Formulayt field FirstName → Salesforce Lead field FirstName"

    • Email should always be mapped to the Salesforce Lead Email field so that matching/creation works properly

You can access these mapping configurations in the same Salesforce Integration settings in Formulayt.
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Common issues

If you encounter any issues with the Salesforce integration after following these steps:

  • Check your External Client App settings (Consumer Key, Secret, OAuth scopes)

  • Make sure your Salesforce user has API permissions and can create/update leads

  • Ensure you completed the OAuth authorization from Formulayt successfully

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