Salesforce is a software as a service (SaaS) company that distributes business software on a subscription basis. In its most basic form Salesforce is a Lead and Contact manager. The Salesforce integration lets you create a new Lead or Contact automatically when someone fills out your Wufoo form.

Form Requirements

Build a form that will collect contact or lead information. If your form will create a lead, it must contain fields that collect a Last Name and a Company. If your form will create a contact, it must contain a field that collects a Last Name.

The following fields can be mapped when using a form to create a lead in Salesforce:

Adding the Integration

To integrate a form with Salesforce:

1. Log in and go to Forms
2. To the right of the form,
   • If you're using legacy Wufoo, click Edit then click Add integrations.
   • If you're using the new Wufoo experience, click the . More icon then click Integrations.
3. Select Salesforce from the dropdown menu and click Add Integration.
4. In the box that appears, enter the email and password you use to login to your Salesforce instance and enter your Salesforce Authentication Token. Your authentication token is a generated key which changes when you change your Salesforce password.
5. Select either Lead or Contact from the Create This Object dropdown.
6. Click Match Fields and select how your form’s fields should map to data in Salesforce. For example, select the field where people will enter an Last Name from the Last Name dropdown.
7. Click Next.
8. Optionally, edit the Note Title and Note Body that will be included with the created Salesforce object. You can use template tags to include information collected through your form in your note.
9. Click Save.

Integration Errors