Integrating Salesforce with Formassembly
To integrate Salesforce with Formassembly to get data from Web forms into Salesforce object you need to buy the package from the website www.formassembly.com. They will provide you with an URL for your organisation and you can login from there using the credentials provided by formassembly.
After you Login into the website you can create forms according to your need with any content you want. You have various types of content you can add into the form to get correct data from the Users of your Website where you will upload the form by using the Form URL and adding it to the Iframe in your website.
<iframe src=”URL for your form goes here” height=500 width=500>
After you are done with designing your form comes the tricky but easy part of connecting the form to Salesforce. The Data submission is event based in formassembly. For that part you need to click on the Connectors tab of your form.
You can add a connector according to your need to any event you want and then configure the connector.
In the configurations you need to enter the credentials for your salesforce organisation and then enable the connector. After that you need to add the instructions for the data you want to send to salesforce. You can Insert,Update,or Upsert data into salesforce according to the conditions you provide. You can also manipulate the data before saving it in to the salesforce object. Lookups on existing data in salesforce is also possible in the instructions part of formassembly.
Lookups on existing data in salesforce is also possible in the instructions part of formassembly.