For the integration to work you will need the API key from Salesforce CRM that can be accessed only by Salesforce Enterprise users or above. Note that the Salesforce CRM free trial does not have access to "Web Services API", needed for the integration.
If you're in the editor, exit the builder to go to the Experience Manager interface:
Go to the Integrations tab of the Experience Manager and select Form Integrations:
If you have already connected your Salesforce account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.
If you go to the main Integrations dashboard to connect, look for Salesforce in the page integrations list.
Sign in and connect the account. This step is done once per workspace. When you have connected the account, come back to the Experience Manager for the page you want to integrate with Salesforce and continue with the steps below.
Our direct integration is using the API of Salesforce and in order to correctly connect your Salesforce account, you need to be the Salesforce account owner or a team member/user with API permissions.
Please note that our integration will read only the fields from the "Leads" object in Salesforce. You will not be able to send data to fields from other objects (such as "Contacts").
For custom fields that you created in the "Leads" object in Salesforce manually, make sure that Step 3: "Establish Field Level Security" has the System Administrator option checked as visible.
NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list.
On the next step, you can choose the campaign you want to use. You can also choose if you want leads to be updated or duplicated in case that the same contact signs up more than once.
Then you need to map your Instapage fields to the Salesforce fields and click Continue;
The Salesforce Last Name and Company fields have a special status. If you have multiple forms on your page and you do not use them inside any of your fields, the integration will work. However, if you use them on one form and not on the second form, the integration will not work on the second form because they become required.
So the two fields are not required if they are not used on the page at all but if they are used on one of the forms in your page then they become required for all forms.
If you map a field with the [None] option, the data submitted in that field will not be sent to Salesforce.
The Auto Generate option will create a text field inside your integration.
If you map an Instapage field with a field from your CRM side that has predefined options/values, then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.
And that’s it. If you went through all the steps, you should see this confirmation message. Click on Finish, then save and update your page.
- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.
- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.
- Always test your integration with real email addresses as some systems recognize fake emails.
NOTE: Salesforce CRM allows 5 connections per application. This means that with Instapage you will be able to connect the same Salesforce account to 5 workspaces. If you connect it to the 6th workspace the oldest connection will be revoked.
This does not refer to how many pages you can integrate with the same Salesforce account, which is unlimited.
In case you want more then 5 connections with Instapage (the same Salesforce account connected to more than 5 workspaces) you can contact Salesforce support and try to increase your per-app connection limit. To see more about this topic, you can refer to Salesforce's official documentation here: https://help.salesforce.com/articleView?id=remoteaccess_request_manage.htm&type=5