Salesforce Integration - FormFlow
Enterprise-grade forms, zero code required
Setup Guide
Connect your FormFlow workspace to Salesforce in under five minutes using our native OAuth 2.0 connector. No custom middleware or Zapier workarounds needed.
1. Navigate to Settings > Integrations > Salesforce and click "Authorize Connection". You will be redirected to login.salesforce.com. Log in with a System Administrator account that has the "Manage External Apps" permission.
2. Review the requested scopes: `api`, `refresh_token`, and `web`. These allow FormFlow to read object schemas and write Lead or Opportunity records securely without storing plaintext credentials.
3. After granting access, FormFlow will automatically sync your active Org ID (e.g., 00D5x000003KjY2). Verify the connection status shows "Live" before proceeding to field mapping.
Field Mapping
Align FormFlow form inputs with your Salesforce object schema using our visual drag-and-drop mapper. Pre-built templates cover Lead, Contact, and Custom Object flows.
Lead Capture Template
Maps `company_name` to Account.Name, `primary_email` to Lead.Email, and `budget_range` to a custom picklist field (Budget_Range__c). Automatically sets LeadSource to "Web Form" and triggers the "New Web Lead" assignment rule.
Support Ticket Sync
Routes `issue_description` to Case.Description, attaches uploaded PDFs to Case.Attachments, and updates Case.Status to "New". Requires the Service Cloud license package and the "API Enabled" permission set.
Custom Object Mapping
Use the dynamic dropdown to select any API-named field. FormFlow handles data type conversion for Date, Currency, and Long Text Area fields automatically. Custom labels sync via the standard `Label__c` endpoint.
Troubleshooting
Resolve common sync errors and authentication drops without contacting support. Check these logs before opening a ticket.
Error 403: Insufficient Privileges
Occurs when the connected Salesforce user lacks object-level write permissions or "Modify All Data". Re-authorize with a dedicated integration user assigned the "System Administrator" or "FormFlow Sync" profile.
Duplicate Record Blocking
Salesforce enforces unique email constraints on Leads. If FormFlow receives a submission with an existing email, the sync pauses. Enable "Upsert by Email" in the connector settings to update existing records instead of failing.
API Rate Limit Exceeded (HTTP 429)
High-volume forms (>500 submissions/hour) may trigger Salesforce governor limits. FormFlow automatically queues and retries with exponential backoff. Monitor queue depth in Settings > Integration Health.
Still experiencing issues? Export your sync logs via the "Diagnose Connection" button and share the generated trace ID with our enterprise support team.