Cognito Forms + Salesforce
Update Salesforce records for new Cognito Forms entries
Easily keep your Salesforce records up-to-date with this efficient workflow. Whenever a new entry is submitted in Cognito Forms, it automatically updates the corresponding record in Salesforce. Save time and eliminate manual data entry, ensuring your records are always accurate and current.
Easily keep your Salesforce records up-to-date with this efficient workflow. Whenever a new entry is submitted in Cognito Forms, it automatically updates the corresponding record in Salesforce. Save time and eliminate manual data entry, ensuring your records are always accurate and current.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Api Docs Info
Apply standard error handling?Required
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