Salesforce form plugin

Introduction(top)

This plugin allows you to sync data from Fabrik to your sales force application

Options(top)

• 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
  • Email
  • 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