How to create a Salesforce form
Add or update your Salesforce records with a Fillout form. Embed your forms or share them anywhere via link or QR code.
What is Salesforce
Salesforce is a cloud-based platform that provides customer relationship management (CRM) software solutions to help businesses manage and analyze customer interactions and improve sales and marketing efforts.
Video tutorial
How it works
1. Connect your form to Salesforce
Create a
+ New form or open an existing form. Navigate to Integrations and look for Salesforce.
Click
Connect to Salesforce to sign in with your Salesforce account. Then, choose an object where you would like to store responses to.2. Map your form fields
Match the Salesforce fields to the respective questions in your Fillout form by picking a reference.
Alternatively, you may choose to create a blank page, and drag and drop
Salesforce fields to your form.
Good to know: These fields are automatically mapped to their corresponding columns on Salesforce.
3. Publish and share
That's it! Click
Publish on the upper right corner and share your link to your respondents. Form responses will now automatically populate inside your Salesforce database.Connect to a salesforce sandbox
After selecting
Salesforce in the Integrations page, tick the Connect to a sandbox organization checkbox. Then, click Connect to Salesforce.
IPs to whitelist
If your Salesforce organization restricts IP addresses for 3rd party app connections, you’ll want to whitelist the following IPs:
35.160.120.126 44.233.151.27 34.211.200.85
Updating records from a form
You can create a form that pre-fills with Salesforce data and updates an existing record when submitted:
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