---
title: Salesforce connector (CMS 11)
slug: cms-12/docs/salesforce-connector-cms-11
docTags: 
createdAt: 2026-08-10T15:56:00.000Z
---

:::hint{type="info"}
**Note**

The [Optimizely Digital Experience Platform (DXP)](https://www.episerver.com/products/dxp) contains many features to support you in your daily work. Depending on how your solution is set up, some features described in this documentation may not be available.
:::

The Salesforce® connector add-on automatically exports form data from your website to your Salesforce account database by mapping Optimizely form fields to Salesforce database fields. For information about other database connector add-ons, see [Marketing Automation](docId\:lw3KOQMT4bS88DycCZNow).

## Set up Optimizely forms with Salesforce

The Forms Marketing Automation Integration (MAI) connector lets you connect [Optimizely form fields](docId\:KVnsZDpxrq5wlYjBejT3W) to a Salesforce database. See also: [Marketing Automation](docId\:lw3KOQMT4bS88DycCZNow).

:::hint{type="info"}
**Note**

A developer must install the Forms Marketing Automation connector and the Salesforce connector. See [Optimizely World](https://world.optimizely.com/add-ons/connect-for-marketing-automation/).
:::

1. In the Optimizely Content Management System (CMS) admin view, select **Config** > **Tool Settings** > **Salesforce**. The Salesforce configuration settings screen displays.

   ![Salesforce settings](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/aHuAnBtDfLi-gzvWYOepv-20260720-145625.png "Salesforce settings")

   :::hint{type="info"}
   **Note**

   You can have multiple instances of the same connector. For example, if you have marketing teams in separate regions, you can have more than one Salesforce connector, such as *Salesforce - Europe*, *Salesforce - US*, and *Salesforce - APAC*. Click **Add Connector** to add another instance.
   :::

   1. Enter your Salesforce account's email address, password, and token.
      The security token is emailed when a new account is set up. If you need a new token, you can get one by going to your Salesforce account and selecting **My Personal Information** > **Reset My Security Token**. Then click **Reset Security Token** to receive a new security token in an email that is sent to the address in your Salesforce personal settings.
   2. For **Account Type**, select **Production** or **Sandbox** to which you want to connect.
   3. For **Multiple submissions in same session**, select either **Create new entity** or **Update previously created entity**.
   4. As of Optimizely Salesforce version 4.2.0, you can choose REST API to communicate with Salesforce.
      - You must have a Salesforce-connected app (see [Create a Connected App](https://help.salesforce.com/articleView?id=connected_app_create.htm\&type=5)) to get the **ConsumerKey** and **ConsumerSecret** for the fields. While creating the connected app, activate the **Enable OAuth Settings** check box. Select the following OAuth scopes: **Access and manage your data (api)** and **Allow access to your unique identifier (openid)**.

        ![Salesforce portal configuration](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/MmhjKfYOryl4EgdaLPFNc-20260720-145625.png "Salesforce portal configuration")
      - If you want faster performance form submissions and do not need auto-fill and personalization based on Salesforce Profile criteria, activate **Enable asynchronous form submissions** on the Salesforce configuration settings screen. When activated, entities are created asynchronously when forms are submitted, but there is no user tracking.
   5. Click **Save**.
2. Enter the information associated with your Salesforce account and click **Save**.
3. [Create a form](docId\:SR3I1aAJbh0TU85e6pNQk) on a page.
4. Click **All Properties** on the form.
5. Open the **Mappings** tab.
6. Select the database to which you map the form fields from the **MA System Database** drop-down field.
   - Salesforce MA Connector-Account
   - Salesforce MA Connector-Campaign
   - Salesforce MA Connector-Contact
   - Salesforce MA Connector-Lead
   - Salesforce MA Connector-Case
7. Click **Publish**.
8. On the form, select **Edit** from a form field's context menu.
9. Open the **Extra field mappings** tab. The database option that you selected earlier displays.
10. Enable the database option and open the associated drop-down list to see the available fields. For example, if your form has a [Text](docId\:dGqSQKV0mgM33Efyrw9v5) field that was configured to capture a name:

    1. Edit the email text field.
    2. Select the **Extra field mappings** tab.
    3. Select **LastName** from the drop-down list to map the Salesforce database field to the **Last name** field on the form.

    ![Mapping Salesforce database field to a form field](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/xYNBTNkCN4A73yfxGpJp2-20260720-145625.png "Mapping Salesforce database field to a form field")
11. Repeat steps 8 through 10 for as many fields as you want to map.
12. Click **Publish**.

To test the mapping, go to your form on a published page, fill in and submit the form, and then go to your Salesforce provider to verify that the user is added to the Salesforce database.

## Retrieve contact data

When a visitor submits the form, the data is sent to Salesforce. To see who submitted the form, login into your Salesforce account, select the tab you want (**Account**, **Campaign**, **Contact**, or **Lead**), select the view you want, and click **Go**.

To create a visitor group for a Salesforce form, see [Create a visitor group for an MAI connector form](docId:0TrCDHzFBFPQnvrRj-Vka).