This connected experience starts with data. Sitecore is often the connective tissue that creates the visual layer of the customer journey, integrating and then leveraging data to and from adjacent systems to provide a seamless brand experience.

The website is where customers tell brands who they are, what they want and when they're ready to convert. It makes sense to listen, and to have customer facing platforms react accordingly.

Given that forms are a vital customer intelligence source, and that they provide explicit insights, it makes sense to integrate them with the CRM systems that sales and marketing use to craft both offers and marketing communications. The data also triggers Sitecore personalisation, as form conversions are so often a critical waypoint in the path to purchase. Marketers need to make those conversions both recognised, and actionable.

The Codehouse Sitecore Forms to Salesforce Connector module

The Codehouse Sitecore Experience Forms to Salesforce Connector module supports Sitecore 9.1 and above. It allows marketers to link the form and its fields according to a Salesforce object, (out-of-the-box or custom), and create a corresponding Salesforce record upon form submission. 

The module pushes the field data in Sitecore Forms to Salesforce. The marketer only needs to know the object type (Lead, Contact and Opportunity, etc.) and to ensure the field mappings are correct. This makes it ideal for integrating Sitecore to any Salesforce object, without complex features.

Sitecore Forms submits data to create any object type (including custom) in Salesforce with simple configurations without developer assistance.

Prerequisites

To use the module, the Salesforce Account API Settings are required.

The module creates Salesforce objects from Sitecore Forms. It lets marketers map existing Sitecore forms so they can push form data directly to Salesforce. The module includes the following features:

  • Map Sitecore form fields to Salesforce fields
  • Map different forms to different Salesforce objects 
  • Built to be suitable to work with OOTB Sitecore 9.1, 9.2 and 9.3 forms

Why should you use the module?

There are a few Sitecore and third-party products available that integrate Sitecore and Salesforce Marketing Cloud and CRM. Our custom module however, is easy to configure and focuses on pushing form data to create objects in Salesforce.

Below is a simple depiction of the how the module integrates the Sitecore Experience Forms and Salesforce.

Sitecore salesforce integration
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There are three stages to configuration: 

  1. Install the module package
  2. Configure Salesforce API settings
  3. Mapping
  4. Testing

1. Install the module package

Login to Sitecore as an administrator and install the module using Sitecore Package Installation Wizard, ensuring the Merge option is selected.

2. Configure Salesforce API settings

In Salesforce, update the configuration settings for Security Token, Consumer Key, Consumer Secret, User name and Password 

The Salesforce account requires appropriate subscription and access permissions to support the integration in a RESTful manner. The account also needs a connected app for Sitecore Forms to be able to connect with Sitecore account.

3. Mapping

From the Sitecore Forms interface, create a blank form. There are two important settings to integrate the form with Salesforce:

  • Form object mapping
  • Form elements object fields mapping

Form object mapping

The package comes with default Salesforce objects to map. The form, when created will have _Do not link_ selected by default. The Salesforce objects can be easily managed in the Sitecore content tree.

Do not link
Salesforce objects

Form elements-object fields mapping

Use the Salesforce specific fields for the additional settings required for the forms to submit to Salesforce. Below are the available custom Salesforce form fields.

Custom form fields

To map a Salesforce form field to a Salesforce object field, put the Salesforce field’s API name in the Salesforce Field Name field in the Details section.

Salesforce form fields

4. Testing

Add the form to a page, complete and submit to test. It's important to note that the related fields should be configured against the selected Object. For example, if Lead records need to be created in Salesforce, the mandatory fields must be mapped in Salesforce as well as fields that are only relevant to the selected Salesforce object.

Benefits

Installing the Codehouse Sitecore Experience Forms to Salesforce Connector Module offers the following benefits:

  • Easy to use
  • Low maintenance
  • Custom logging
  • Smooth integration
  • Support for 9.1, 9.2 and 9.3

The module is an effective tool that integrates Sitecore and Salesforce. It offers great flexibility in configuring the field mapping. The module is easy to set up and is ideal for integrating data from Sitecore to your Salesforce CRM.

At Codehouse we're constantly looking at ways to improve the development and editing process in Sitecore. We've developed numerous custom Sitecore modules that we regularly use in Sitecore builds. If you're using Sitecore 9.1 and above, and also use Salesforce, and would like to integrate these two systems then get in touch.