Mapping fields in Form Connector App to Salesforce is a straightforward process that ensures your form submissions are accurately captured and stored in Salesforce. This guide will walk you through the necessary steps to configure the mapping correctly.
Step-by-Step Guide
1. Select Salesforce Object:
- Start by selecting the Salesforce object you want to create or update from the dropdown menu. This could be an object like Contact, Lead, Account, etc.
- Click the "Refresh" button if your object list is not up-to-date.
2. Map Salesforce Fields to Webflow Fields:
- In the Field Mapping section, you’ll see a list of Salesforce fields that need to be mapped to Webflow form fields.
- Each Salesforce field marked with an asterisk (*) is required.
- For each Salesforce field, select the corresponding value. You can select a field from your Webflow form, or set a default number or text value. If you want to learn more check our Map New Form Guide.
- Ensure all required fields are mapped correctly. If not, you will see a red error message indicating that some fields are not properly mapped.
3. Connector Status:
- Toggle the Connector Status to enable or disable the connection. Make sure to enable it once all fields are mapped correctly.
4. Save Configuration:
- Once you have mapped all necessary fields and enabled the connector, click "Save" to apply your settings.
Key Points to Remember
- Object Selection: It is crucial to select the correct Salesforce object that aligns with your form data.
- Field Mapping: Proper mapping ensures data integrity and accurate data transfer from Webflow forms to Salesforce.
- Supported and Unsupported Fields: Refer to our Supported and Unsupported Salesforce Fields article to understand which fields are compatible with Form Connector App.
Troubleshooting Tips
- If you encounter issues with field mapping, ensure that all required fields are mapped.
- Verify that the connector status is enabled to allow data transfer.
- For any mapping errors or unsupported fields, consult the Salesforce Fields Limitations guide for detailed information.
By following these steps, you can efficiently map your Webflow form fields to Salesforce, ensuring seamless data integration and enhancing your workflow.
For more detailed guides and assistance, check out our related articles:
- First-Time User Setup Guide
- Mapping a New Form in Form Connector App
- Manage Connected Integrations
- Airtable Mapping guide
