How a Salesforce Integration Works

This topic provides examples of what you can achieve through a Salesforce integration with ProntoForms. You can use a ProntoForms Data Source to reference (pull) data from Salesforce records. You can also use a ProntoForms Data DestinationClosed A Data Destination specifices where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. to create or update Salesforce records with data from a submitted form (push).

Supported on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

Pull data from Salesforce

If you want to automatically populate a form with data from Salesforce, set up a Salesforce Data Source in ProntoForms.

For example, you might have a list of customer names, customer contacts, and customer equipment specifications stored in your Salesforce account. You can use this data in ProntoForms to

  • populate the answer choices for a Dropdown, Multiselect, or Radio Button question, and

  • prefill the answers to certain questions based on the previous responses.

The following illustration shows an example of how a ProntoForms Data Source pulls Account Names from Salesforce into a form.

Example of account names in Salesforce pulled into a radio button question in ProntoForms

Info:The following topics explain how to set up a Salesforce Data Source:

Push data to Salesforce

If you want the submitted form data to update existing records or create new records in Salesforce, set up a Salesforce Data Destination in ProntoForms.

For example, your front-line workers enter customer data such as city, email address, and mobile number in ProntoForms. You can use this data to update or create records in Salesforce to keep customer information up-to-date.

The following illustration shows an example of how ProntoForms pushes data to Salesforce.

Example of account information in ProntoForms pushed to mapped Salesforce fields

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