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Salesforce Connector Documentation Index
How to Install FormAssembly for AppExchange
How to Setup Your Salesforce Connector
- Introduction
- Authentication with Salesforce Credentials
- Field Mapping
- Creating Dependant Objects
- File Uploads and Attachments
-
Web-To-Lead Example Screencast
(
5:47mn)
- Salesforce Record Alias
How to Populate Your Form with Salesforce Data
How to Update a Record in Salesforce with Your Form
How to Create a Secure API User
Troubleshooting
Creating a Secure Salesforce API User:
We recommend that you create a separate Salesforce user account dedicated to FormAssembly. This allows you to keep your own credentials private and lets you restrict the permissions to the mimimum needed by FormAssembly.
To create the user, and its permission profile, please contact your Salesforce administrator or refer to the Salesforce documentation:
Whether you use a dedicated user or your own account, the following options must be enabled in your user's profile:
- Section "Administrative Permissions":
Check 'API Enabled'. - Section "Standard Object Permissions":
Check all the objects that you wish to create using your web form (e.g. 'Leads', 'CampaignMember', etc... - Login IP Ranges (optional, if not set, a security token is needed):
208.101.24.24 - 208.101.24.27
75.126.54.108 - 75.126.54.111
75.126.254.120 - 75.126.254.123
75.126.252.2
To stay up to date with the latest on Salesforce security, visit trust.salesforce.com.