Salesforce

Follow the below steps to connect to the Salesforce API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Salesforce as the Integration Provider.

Step 2. Connect to the Salesforce API

1. Go to Salesforce and login to your account.
2. In the main menu, on the top-right, click the Settings icon and select Setup.
3. In the left-hand sidebar, click on Apps → App Manager.
4. Click the New Connected App button.
5. Fill out all required fields.
6. In the API (Enable OAuth Settings) section, tick the Enable OAuth Settings checkbox.
   • In the Callback URL field, enter the value from the Redirect URI field in Formie.
   • In the Selected OAuth Scopes field, select the following permissions from the list and click Add arrow button:
     • Manage user data via APIs (api)
     • Access unique user identifiers (openid)
     • Perform requests at any time (refresh_token, offline_access)
   • Untick Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows.
   • Tick Require Secret for Web Server Flow.
   • Untick Require Secret for Refresh Token Flow.
7. Click the Save button.
8. Copy the Consumer Key from Salesforce and paste in the Consumer Key field in Formie.
9. Copy the Consumer Secret from Salesforce and paste in the Consumer Secret field in Formie.
10. Click on the Manage button.
11. Click on the Edit Policies button.
12. In the OAuth policies section:
    • In the Permitted Users field, select All users may self-authorize.
    • In the IP Relaxation field, select Relax IP restrictions.
    • In the Refresh Token Policy field, select Refresh token is valid until revoked.
13. In the Session Policies section:
    • Untick High assurance session required.
14. Click the Save button.

Step 3. Test Connection

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.
3. You‘ll be redirected to Salesforce, where you must approve Formie to access your Salesforce account.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.