Synchronize a Sitefinity CMS form with SalesForce contacts or leads
Perform this procedure, if in Step 4 of Configure a SalesForce synchronization, you have selected Form responses.
- Map Sitefinity CMS form with SalesForce contacts or leads.
This mapping is required.
EXAMPLE: You can have thousands of SalesForce contact that are coming from many different Sitefinity CMS registration forms. In order to associate each contact with a particular Sitefinity CMS form, and then, for example, in SalesForce filter all contacts that are coming from this particular form.
- Under Sitefinity, click Select…
A list of all created Sitefinity CMS forms appear.
- Select the form, whose form responses you want to synchronize with SalesForce and click Done.
IMPORTANT: This form must contain a field for the Last Name of the users, in case that you are syncing contacts, and fields for the Last Name and the Company of the user, in case that you are syncing leads, since these fields are mandatory in SalesForce.
- Under SalesForce click Select…
Choose what type of data you want to sync - Leads or Contacts.
Under Filter Contacts by field, to associate a SalesForce contact or lead with a Sitefinity CMS form, you must specify a field for the SalesForce contact or lead that designates this contact or lead is synced from a Sitefinity CMS form.
For example, you can use an existing field for Leads, named Website and give it a value mydomain.com.
Thus, each SalesForce lead that results from a particular Sitefinity CMS form will have its Website field equal to mydomain.com. This way, in SalesForce, you can use the Website field to sort or filter contacts or leads coming from different Sitefinity CMS forms.
- Click Mapping settings and map SalesForce fields to the existing fields in your Sitefinity CMS form. You do this by selecting a Sitefinity CMS form field from the dropdown to the relevant SalesForce field on the left.
NOTE: You need to map at least the required fields for contacts or leads but do not need to map all other fields.
NOTE: You can also map fields manually in the Advanced settings in Sitefinity CMS. For details, see the next section in this article.
- Under Schedule type, choose an option to either automate the synchronization procedure to run in a specified time interval or do it manually by choosing the Not scheduled default option.
- Click Save.
Manual mapping SalesForce fields to Sitefinity CMS form fields
You can map SalesForce fields to Sitefinity CMS form fields manually in the Advanced settings section.
NOTE: You generally automatically map field by following the pr
To do this, perform the following:
- In Sitefinity CMS backend, click Administration » Settings » Advanced » SalesForceConnector » SalesForce account.
- Expand the account where you are creating a synchronization and click List mappings.
- Expand the synchronization where you want to map fields and then click Field mappings » Create new.
- Enter the SalesForce API Field Name.
For a reference of SalesForce field labels and API field names, see Salesforce Field Reference Guide.
- Enter the corresponding Sitefinity CMS form field.
You must enter the Name for developers of the field.
NOTE: In case you are mapping fields to a MVC form, as opposed to a Web Forms form,you must enter the FieldName of the field. To check the FieldName of each MVC form, open the for editing and navigate to Advanced » Model » MetaField » FieldName.
To check the Name for developers of each Sitefinity CMS form field, perform the following:
- Open the form for editing.
For more information, see Edit forms.
- Click the Edit button of the field that you want to check.
- Expand Advanced: Name for developers.
You can see the name of the field that is used in the code to refer to this field.
- Click Save changes.
The fields are mapped. You can map as many fields as required.