Create with Salesforce: Mapping forms to Salesforce objects

With our Salesforce integration, you can map your Typeform questions directly to Salesforce objects while creating a typeform.

This guide will take you through how to connect your form to Salesforce to automatically map Typeform fields to Salesforce objects every time a respondent completes your form.

Watch the video below for the set-up guide, or continue reading for step-by-step instructions. 

What you need:

• A Typeform Growth Custom account
• A Salesforce account
• Administrator rights in your Salesforce account. If you’re not an admin, you’ll need to contact your Salesforce admin to complete the installation

Make sure to install the Typeform app and all required permissions in Salesforce before getting started with your mappings in Typeform. You can find out everything you need about installing the Typeform app in Salesforce here.

Have your Salesforce URL, Consumer Key, and Customer Secret ready because you’ll be asked to provide them during the setup process. You can find information here about how to find them in Salesforce.

Mapping your form to Salesforce objects

Now that you’ve installed the Typeform app in Salesforce, you can start mapping your typeform questions to Salesforce objects while you’re creating questions for your form. You can map to standard and custom objects, however hybrid objects including but not limited to task and person objects are not supported. 

Here’s how to get started in Typeform:

1. Log into your Typeform account and click + Create a new form or open up an existing one.

2. Select the Salesforce icon next to Sync to CRM.

3. Before getting started, make sure that you’ve installed the Typeform app in Salesforce. If you’ve set up the Typeform app in Salesforce already, click Start integration.

4. Add the Salesforce information required to set up the integration. You’ll need your Salesforce URL, Consumer Key, and Customer Secret. 

5. After entering your details, click Connect account.

6. Now you’ll see that your Typeform and Salesforce accounts have been connected. You can click Disconnect to revoke permissions. Click Continue to set up your form.

Note: You only need to go through the above steps once, when connecting your accounts and setting up your integration for the first time.

7. Click the dropdown list to select a Salesforce object to create and update mapped fields.

8. You can scroll down, or use the search bar to find the object you’re looking for. You can also select and map to custom objects you’ve created in Salesforce here.

9. In this example, we’ve selected the Lead object to map to in Salesforce. Click Finish when you’re done with your selection.

10. Now, when you select a Salesforce field from the Create with Salesforce tab, it will automatically map the question to the selected Salesforce field. You’ll see a red asterisk (*) next to the fields that are required for the object you’ve selected in Salesforce.

11. Once you’ve added a question, you’ll see that it has been mapped to a Salesforce property, which is indicated by the green link icon in the Answer panel on the right-hand side. Click + Add content to add another question to your form that will be mapped to Salesforce.

12. You can also use the dropdown list in the Answer panel to map your question to a different Salesforce property.

13. You can also make a question Required here, or select the Make primary key option. When you select a primary key that matches existing fields in Salesforce, the existing record will be updated. If there are no matching fields, a new record will be created in Salesforce.

14. Click the Salesforce configuration button in the toolbar to view your Salesforce settings.

15. In the General configuration section, you’ll see your Record creation rules. You can use the checkboxes to select the Salesforce fields you want to make your primary keys. Click Save when you’re done with your selection.

16. In the Map to object tab, you can see the required fields that need to be mapped to the selected Salesforce object, and you can also map form elements and questions to Salesforce fields.

You’ll also see a message about the required fields for the Salesforce object you’ve selected. In this example, we’re mapping to the Lead object in Salesforce, and the required fields for this object are Last Name and Company.

17. You can also change your question mappings here by selecting a different Salesforce property from the Map to dropdown list. Click the Unmap icon to disconnect a question from Salesforce.

18. In the Form integration tab, you can use the dropdown list to select a different Salesforce Object to map to your form. You can also click Disconnect this form to remove the connection to Salesforce on this form. This will not affect your other forms connected to Salesforce.

Note: Disconnecting the form will also remove all mapped fields from the form.

19. In the Connected account tab, you can view your connection status to Salesforce and your Salesforce URL. You can also click Disconnect to remove the Salesforce account you’ve connected to Typeform. Click Save when you’re done with your selection.

Note: Disconnecting your Salesforce account will disconnect mappings in all your forms across your Typeform organization.

Once you’ve finished setting up your form, you can publish and share your form with the world . Then wait for the form responses that are connected to Salesforce to roll in. You can also check out this article on troubleshooting and other Salesforce FAQs.