Setup the initial integration to Salesforce

If you want to have all captures automatically sent to Salesforce, you'll need to take the following steps to setup the initial integration

Log in to your Back Office
Click My Account at the top of the page
Click Integrations
Click on Setup a New Integration

Name the Integration Account and select "Salesforce Advanced" in the "Select Your Integration/Service Provider" and click "Submit and Continue"**
Note: If you would like to connect to your Salesforce Sandbox add the word "sandbox" as part of the name of the integration. i.e. Salesforce Sandbox

** iCapture has an updated Salesforce integration called "Salesforce Advanced". You will still see the "Salesforce (legacy)" option but do not use it unless otherwise instructed.

On the Salesforce website login with your username and password

After clicking Log In you will be returned to the iCapture Back Office

Now that the integration has been created, you must now set your list assignment and map your data in order for your data to be sent to your email marketing, CRM or Marketing Automation Platform.

Create your list assignment

Return to the Questionnaire Overview page and click on Edit Questionnaire to enter the questionnaire builder
Click on Integrations at the top of the page

In the Click Here to Select Integration dropdown select your Salesforce integration and click Add List Assignment

In the Pop up select the following options

Pick your Salesforce Object

Pick your de-duplication method

Select a campaign to assign

Click Create List Assignment
Note: List assignments must be done prior to capturing data!

Map your data fields

  1. On the Integration tab of the questionnaire builder click on Map Data Fields
  2. On the left side of the page are the merge fields available from your questionnaire
  3. On the right side of the page are the fields returned from your integration
  4. Select the merge field and drag it over to the right and drop it in the field from your integration

When you have mapped all of your fields click Submit Field Mapping to save the mapping

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