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"Fabrik 4" helpers needed!Dismiss Notice
You are invited to join other community members active in coding, maintaining and improving Fabrik. Please visit https://fabrik.help for more information!
Salesforce form plugin
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Contents
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
- Auto Number
- 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
- Update object - determine which object type will be created/modified with the fabrik form's data :
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