Salesforce connector (CMS 12)
Note
The Optimizely Digital Experience Platform (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 Forms fields to Salesforce database fields. For information about other database connector add-ons, see Marketing Automation.
Prerequisite
Install the Forms Marketing Automation Integration (MAI) connector.
If your Salesforce org requires external client apps, you must first create an external client app in Salesforce:
- In Salesforce, go to Setup > External Client App Manager.
- Create an external client app with the Client Credentials grant type enabled.
- Copy the Client ID (Consumer Key) and Client Secret (Consumer Secret).
- Get your My Domain URL from Setup > My Domain.
Set up Optimizely forms with Salesforce
- In the app selector, select Addons > Marketing Automation.
- Click Create. The Add connector view displays.
- Select Salesforce from the list of available connectors. The Salesforce configuration settings screen displays.
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.
- Enter a Connector Name.
- If you are using a Salesforce external client app, select Use Client Credentials flow (External Client App) and enter your Instance URL (My Domain) (for example, https://yourdomain.my.salesforce.com).If you are using a Salesforce Connected App, enter your Salesforce account's email address, password, and token, then for Account Type, select Production or Sandbox.The security token is emailed when an 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 sent to your Salesforce personal settings address.
- For Multiple submissions in same session, select Create new entity or Update previously created entity.
- 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) 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).
- 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 enabled, entities are created asynchronously when forms are submitted, but there is no user tracking.
- Click Save.
- Create a form on a page.
- Click All Properties on the form.
- Open the Mappings tab.
- 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
- Click Publish.
- On the form, select Edit from a form field's context menu.
- Open the Extra field mappings tab. The database option that you selected earlier displays.
- Enable the database option and open the associated drop-down list to see the available fields. For example, if your form has a Text field that was configured to capture a name:
- Edit the email text field.
- Select the Extra field mappings tab.
- Select LastName from the drop-down list to map the Salesforce database field to the Last name field on the form.
- Repeat steps 10 through 12 for as many fields as you want to map.
- 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.