Overview

The Salesforce Form Import tool allows you to quickly create a new web form using a Salesforce object as a template. You can pick from any object available in your Salesforce organization (including custom objects) and for each object, select which fields should be included in the form.

This tool creates the web form and automatically configures the Salesforce connector. In the simplest cases, you can have a working web form that creates new records in Salesforce in just a few minutes.

For example, to create a new Web-To-Lead form, you would select the Lead object, select the desired fields (at least first name, last name, company and email address) and save. The form would be ready to accept data immediately and leads would appear in your Salesforce org within a few seconds of a submission.

Instructions

From the Forms tab, click the ‘from Salesforce‘ button to access the form import tool.

In the form import tool, enter your Salesforce credentials (you may want to use a dedicated and restricted account for this purpose). First time users will probably need to enter their Salesforce security token as well. If you’re not sure, enter your username and password alone and click ‘Check’. You will get an error message if the security token is required. Follow these instructions to retrieve your Security Token.

Once in the Schema Browser, select the object you’d like to work with. It can be a Lead, a Case or any other object.  Then select the fields you would like to see in your form.

As you select fields, you will see a preview of your form being updated under the schema browser. You can select as many fields as you need simply by clicking on them. To unselect a field and remove it from your form, simply click on it again.

Note that you can reorganize your form, edit field labels and change the look & feel later on in the Form Builder. At this stage, you only need to select all the desired fields and save your form when you’re done.

Working with multiple objects

You can create a form that integrates with two or more related objects in Salesforce, however to keep this tool simple, the import tool does not try to handle record relationships (like master/detail or lookup). This means that there is an extra step needed once you’re done with this tool. To make sure that you’re aware of this, you will see the following notice upon selecting the first field of your second object.

To set the appropriate relationship between your objects, first finish selecting all remaining fields and save your form. On the next dialog box, click ‘Edit Salesforce Connector Settings’.

In the connector configuration screen, you will see the object and fields you’ve selected in the import tool. If you’re not familiar with the Salesforce connector setup, you can read more about it here.

If you selected two or more objects in the import tool, click the ‘change’ icon for the second (and others) object.

Next, set the correct value for the option “Select the field that holds the reference to the parent …“. The drop-down menu will only show the possible values, which may vary depending on the objects you’re working with.

Once you’re done with this step you can save and test your form.

How to make further modifications to your form

Once you’ve saved your form, you no longer need to use the import tool to make further changes. To make a change to the form, like adding a field, changing a label or adding an image, go to the ‘Forms’ tab, and in the ‘edit’ menu, next to your newly created form, select ‘Edit in Form Builder‘. If you need to change how the form integrates with Salesforce, select ‘Configure > Connectors‘ in the edit menu and click the ‘configure‘ link for the Salesforce connector in the Connectors tab.