> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Integration

> Sync leads directly to your CRM

<Warning>
  **Coming Soon** — The Salesforce integration is currently in development. Check back soon for updates.
</Warning>

<img src="https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/salesforce.svg?fit=max&auto=format&n=T1yKN7sdBmMTM8cv&q=85&s=a67c88cb0f606e2be17eab30ebf0b3b5" alt="Salesforce" width="32" height="32" data-path="_images/integrations/salesforce.svg" />

[Visit Salesforce](https://www.salesforce.com)

## Start Here

Connect your OrbitForms forms to Salesforce CRM and automatically create or update Leads, Contacts, and Accounts when forms are submitted. This integration is perfect for capturing leads, managing customer inquiries, and powering your sales pipeline.

### Overview

Here's the idea in plain terms:

* You connect Salesforce to OrbitForms via **OAuth** authentication.
* When someone submits a form, Orbit creates or updates a **Lead, Contact, or Account** in Salesforce.
* Form fields are mapped to Salesforce fields (standard or custom).
* Branded activity notes appear in the record's timeline.

### Why This Matters

Salesforce is the world's leading CRM. By connecting your forms to Salesforce, you ensure every lead is captured immediately, no manual data entry is required, and your sales team can follow up faster with complete information.

***

## Key Features

<CardGroup cols={2}>
  <Card title="Create Leads" icon="users">
    Automatically create new Lead records from form submissions.
  </Card>

  <Card title="Smart Deduplication" icon="arrows-rotate">
    Update existing records if email already exists in your CRM.
  </Card>

  <Card title="Field Mapping" icon="building">
    Map form fields to any standard or custom Salesforce field.
  </Card>

  <Card title="Activity Timeline" icon="file-lines">
    Create branded OrbitForms tasks visible in record timelines.
  </Card>
</CardGroup>

***

## Step 1: Connect via OAuth

First, connect your Salesforce account to OrbitForms using secure OAuth authentication.

### What to do

<Steps>
  <Step title="Go to Integrations">
    Go to **Integrations** in your OrbitForms dashboard.
  </Step>

  <Step title="Find Salesforce">
    Find **Salesforce** and click **Connect**.
  </Step>

  <Step title="Sign in">
    Sign in with your Salesforce account credentials.
  </Step>

  <Step title="Allow access">
    Allow OrbitForms to access your Salesforce org.
  </Step>
</Steps>

### What this does

* Securely connects your Salesforce account without sharing your password.
* We only request the minimum API permissions needed.

***

## Step 2: Choose Object Type

Select whether to create Leads, Contacts, or Accounts from form submissions.

### What to do

<Steps>
  <Step title="Select Object Type">
    In the Salesforce configuration panel, click **Select Object Type**.
  </Step>

  <Step title="Choose record type">
    Choose **Lead**, **Contact**, or **Account**.
  </Step>
</Steps>

<Tip>
  Leads are most common for capturing new prospects. Use Contacts when leads are already qualified, or Accounts for company-level tracking.
</Tip>

***

## Step 3: Map Your Fields

Match each form field to the corresponding Salesforce field.

### Common Lead Field Mappings

| Form Field | Salesforce Field | Required |
| ---------- | ---------------- | -------- |
| Email      | Email            | Optional |
| First Name | FirstName        | Optional |
| Last Name  | LastName         | Required |
| Company    | Company          | Required |
| Phone      | Phone            | Optional |
| Job Title  | Title            | Optional |
| Website    | Website          | Optional |
| Message    | Description      | Optional |

<Warning>
  LastName and Company are required for Lead creation in Salesforce. Make sure your form includes these fields.
</Warning>

***

## Using Custom Fields

You can map form fields to any custom Salesforce field using the API name.

### Finding Custom Field API Names

* Custom fields use the API name format with `__c` suffix.
* Find API names in Setup → Object Manager → Lead → Fields & Relationships.
* Example: A "Lead Source Detail" field might have API name `Lead_Source_Detail__c`

***

## Common Issues and Fixes

<Warning>
  **Issue: Lead not appearing in Salesforce**

  * Make sure LastName and Company fields are mapped and contain valid data.
  * Verify the connected Salesforce account has permission to create Leads.
</Warning>

<Warning>
  **Issue: OAuth connection expired**

  * Salesforce tokens can expire.
  * Try disconnecting and reconnecting your Salesforce account.
</Warning>

<Warning>
  **Issue: Custom field not saving**

  * Use the API name (e.g., Custom\_Field\_\_c), not the display label.
  * Find the API name in Setup → Object Manager → Lead → Fields & Relationships.
</Warning>

<Warning>
  **Issue: Duplicate leads being created**

  * Configure duplicate matching rules in Salesforce Setup.
  * Or use email-based deduplication to update existing leads instead.
</Warning>

***

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***

[Visit Salesforce](https://www.salesforce.com) · [All Integrations](/integrations/overview) · [Documentation](/guides/overview)