Salesforce connector

A Salesforce connector reads and writes records of a Salesforce object through a Salesforce application set up in the project. To set up the application, see Salesforce.

Stage	Operation	What the connector does
PRESET	Lookup	Finds a record when the transaction is created, and fills form fields with its values.
LIVE	Lookup	Finds a record while the recipient fills in the form, and fills form fields with its values.
SUBMIT	Create	Creates a record from the submitted form.
SUBMIT	Update	Updates the records found by the query conditions.
SUBMIT	Delete	Deletes the records found by the query conditions.
SUBMIT	Upload files	Uploads the form’s PDF document and files to the records found by the query conditions.

Add a Salesforce connector

1. On the Integrations tab, click Connectors, and then click Add Preset Connector, Add Live Connector or Add Submit Connector.
2. In Source, select Salesforce. In Reference, select the Salesforce application.
3. In a SUBMIT connector, select the Operation.
4. Under Salesforce Object, select the object, for example Account. The other sections appear after you select it.
5. Except for Create, set the Query Conditions and What happens on query result. See below.
6. For a LIVE connector, select the trigger. See Triggers.
7. Except for Delete, set the Field Mapping. See below.
8. Click Save, and then save the template.

Query Conditions

The query conditions find the records to read, update, delete or upload files to.

1. Click Configure. The Formula Builder opens.
2. Click Add Rule for each condition, and Add Group to combine conditions. A condition compares a field of the object with a form field, a label or a fixed value.
3. To sort the records that are found, set Order By.
4. Click Save.

The conditions are shown as a readable query. “No conditions defined” means that there are no conditions yet. At least one condition is required.

Then, under What happens on query result, select what happens when no record, one record or more than one record is found. See What happens on query result. For Salesforce, you can also select Select multiple records.

Field Mapping

Click Add Mapping for each row. The columns of the mapping depend on the stage and the operation.

PRESET and LIVE

Map the values of the record to form fields:

Setting	What to select
Field	The form field to fill. Each field can be used in one row only.
Source	DB Column to copy a field of the object, or Formula to calculate the value.
Column	For DB Column, the field of the object. For Formula, click the function button to build the formula in the Formula Builder.

When you map a Table field, a row appears for each column of the table. Select the Source and the Column or formula for each table column. Map at least one table column.

SUBMIT: Create and Update

Set the values to write to the record:

Setting	What to select
Column	The field of the object to write.
Value Type	Form field, Label or Fixed value.
Value	For Form field, the form field. For Label, the name of a request parameter sent when the transaction is created. For Fixed value, the value.

SUBMIT: Upload files

Select the files to upload:

Value Type	What is uploaded
PDF result	The PDF document of the submitted form.
Meta data	The form’s meta data file.
Image	The images of an Image Upload field. Select the field in Value.
File	The files of a File Upload field. Select the field in Value.

SUBMIT: Delete

A Delete connector has no field mapping.

Messages when you save

Message	What to fix
Please select a Salesforce object	Select the object under Salesforce Object.
Add at least one lookup condition	Click Configure and add a condition.
Choose a policy for every result case	Select an option for each case under What happens on query result.
Add at least one field mapping	Click Add Mapping.
Every mapping row needs a source	Complete each mapping row.
Complete every formula before saving	Finish each Formula, or select DB Column instead.
Choose a trigger field	Select the Trigger Field.