Salesforce Integration

The Salesforce integration allows you to map form elements to Salesforce fields and push Form submission PDFs into Salesforce.

TABLE OF CONTENTS

• Integration Set Up
• Workflow Events
• Get Help

Integration Set Up

To start using the OneBlink Salesforce integration, you will need the following information: 

1. Instance URL (i.e. https://yourOrganisation.my.salesforce.com)

2. Consumer Key

3. Consumer Secret

For steps on how to get these, follow the instructions in the link below to configure an External Client App

https://help.salesforce.com/s/articleView?id=xcloud.configure_client_credentials_flow_for_external_client_apps.htm

Important: When configuring the External Client App, ensure the OAuth scope “Manage user data via APIs (api)” is selected. This scope is required for OneBlink to access Salesforce data via REST APIs. Without it, API requests will fail even if authentication succeeds.

Once you have your Instance URL, Consumer Key, and Consumer Secret, open the OneBlink platform and navigate to the Integrations menu. On the Salesforce card, click the ‘Setup Integration’ button.

Workflow Events

With the integration card set up, you can now use the Salesforce workflow event. 

Salesforce: Create Object Record

The 'Create Object Record' workflow event will allow you to link to an existing Salesforce Object and add new records on form submission. 

Workflow Event Configuration

• Salesforce Object: Choose a default or custom object by searching on the object name.  
• List Mapping: After selecting your object, the platform will pull in all of the object fields and allow you to map them to your form elements.
  • If you are mapping a Salesforce Picklist field, check out the Salesforce Picklist integration here: Lists Article
• Run Conditionally: This allows you to run the workflow event when specific conditions are met. For more, check out this article.

Advanced 

• PDF Configuration

  If you want to add a PDF to the Salesforce integration, you can use the + Add PDF button. 

  • PDF File Name: The name of the PDF can also be changed to more easily conform to any existing processes.

  • Exclude Elements: This allows you to remove elements from the PDF that may not be relevant to this recipient.

  • Display Submission ID: Turning this on will ensure the submission ID is added as a footer to each page of the PDF.

  • Display External ID: Turning this on will ensure the external ID is added as a footer to each page of the PDF.

  • Include calendar booking details: This option is only shown if you have a calendar booking event configured. It will include the details of the calendar booking on a new page at the bottom of the PDF.

  • Include payment details: This option is only shown if you have a payment event configured. It will include the details of the payment on a new page at the bottom of the PDF.

  • Include approval form content: This option is only shown if you have an approval flow configured. It will include the details of any approval forms on a new page at the bottom of the PDF.

  • Page break on form pages: Turning this on will create a page break in the PDF that reflects the page breaks in the form itself.

    
    
• Retry on failure: Allow the platform to attempt to retry calling your Salesforce instance if there are issues on the first attempt.

Now, when your form is submitted, the form data will create a new object record and map the form data to fields.

Get Help

If you need any help with Salesforce Integration, please don't hesitate to reach out through the Report Issue menu or email support@oneblink.io.