Salesforce Integration Overview

Salesforce Integration is the secure communication and data sharing between the Salesforce and ProntoForms systems.

An integration with Salesforce enables you to reference data from Salesforce records through connected Data SourcesClosed Data sources, also known as "Lookups", are external sources of data that you upload or connect to ProntoForms. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data.. You can also send data from submitted forms to Salesforce by linking Data Destinations to your organization’s Salesforce records.

Salesforce Integration Cookbook

Get “recipes” for frequently used Salesforce Integration procedures.

 

 

Key Concepts

ProntoForms can pull data from Salesforce records of any Object type into your forms. ProntoForms can also create or update Salesforce records with data from submitted forms. The following integration points in ProntoForms enable this type of communication:

  • Salesforce Connection—to establish a secure, OAuth connection between Salesforce and ProntoForms

  • Salesforce Data Source— to use Salesforce reports or Salesforce Object Query Language (SOQL) to pull data into ProntoForms

  • Salesforce Data Destination—to push data from ProntoForms to Salesforce Objects

Tip: ProntoForms supports both Salesforce sandbox and production environments.

Configuration

You can configure Salesforce Data Destinations to send form data to specific fields in Salesforce, such as account information, contacts, or records. A Salesforce Apex REST Data Destination can send data to complete custom actions in Salesforce, such as to update a Chatter feed.

A Salesforce Report Data Source can retrieve data from specific Salesforce fields, such as account information, report status, and case number. A Salesforce Query Data Source uses SOQL to retrieve data from Salesforce Objects to populate forms.

Regardless of the Salesforce Data Source or Data Destinations you choose, you must first have a Salesforce Connection that enables you to send and receive data.

Troubleshooting

Error messages help you identify where there is missing information in a submission or configuration. When ProntoForms and Salesforce communicate, you may receive an error message. Resolve the issues and resend the data to ensure that your Salesforce records update properly.