Business is all about relationships. Managing customer relationships easily and professionally is critical to the growth of any business, scrappy startup to established enterprise. Salesforce knows this, and their service to companies like yours has rocketed them to the position of global leader in customer relationship management. You can now tap into the power of the Salesforce CRM through your website’s Ninja Forms to capitalize on this service even more intimately!
The Salesforce CRM platform offers you unparalleled scalability, technological innovation, and mobility in customer relationship management built around a simple core philosophy: “We help make customers love you”. The Ninja Forms Salesforce extension allows you to quickly and easily integrate any form on your website into your Salesforce account platform. It’s simple to setup and gives you fine grained control over the customer information you bring into your account. Let’s take a look at how to make this happen!
Linking Your Ninja Forms to Your Salesforce Account
This couldn’t be easier to get started, especially if you’re an existing Salesforce user. What will you need? Salesforce and Ninja Forms. That’s about it. Check it out!
You’ll need to have both Ninja Forms and the Ninja Forms Salesforce extension installed and activated. Log into your Salesforce account and create a Connected App for Ninja Forms. If you’re not familiar with that process, we’ve covered it in our Salesforce documentation and they have a walkthrough on their site as well. Note that our documentation uses screenshots of Salesforce in their Classic view.
With your Connected App set up in Salesforce, you’re going to need to note your Consumer Key and Consumer Secret Key. These will be needed in the next step.
Setting Up Ninja Forms (one-time setup)
With your Consumer Key and Consumer Secret Key from Salesforce handy:
1) Navigate to Forms>Settings>Salesforce Settings. Enter your Consumer Key and Consumer Secret Key in the fields provided.
2) Save Settings!
3) After saving, to the right of Authorization Code Setup, click the link that reads: “Click to generate open authorization code”. You’ll be redirected to Salesforce and prompted to login if not already logged in. When logged in, you’ll get a prompt asking for permission re Ninja Forms. Grant access and you’ll again be redirected to an otherwise blank page containing the text “Remote Access Application Authorization”. Copy the entire URL of that page and paste it into the Authorization Code field back in your Ninja Forms’ settings.
4) Save Settings!
5) Immediately after saving, click the link to the right of Generate Refresh Token that reads (very cleverly) “Click to generate refresh token”. If it comes up blank, you waited too long to click after saving. Don’t worry, repeat step 3 and 4 and then click it again with haste. It’s a really small window which I missed the first time through as well! 🙂 You should now see a code out to the right of Refresh Token.
6) You’re now ready to sync your Salesforce account setup with Ninja Forms so that they can be integrated. This will allow you to directly map fields in Ninja Forms to fields in Salesforce. Simply click the link “Click to retrieve your objects and fields” to make this happen. By default your forms will be paired with your Salesforce “Leads” Object and associated fields, but this is configurable if you wish to change it.
Salesforce and Ninja Forms are now linked at the account level. Let’s turn next to connecting a form to Salesforce!
Connecting a Form to Salesforce
With general Ninja Forms/Salesforce configuration behind you (a one time setup you won’t have to bother with again), you’re now ready to sync an actual form with your Salesforce account.
Create a form, add the fields you desire, and then click over to the Emails & Actions tab within the form builder. Click the blue circle/+ sign in the bottom right corner to open the available action window, and select the “Add to Salesforce” button.
You now have a salesforce action in your list of actions! Click into it and note the blue circle/+ Add New button. Hitting that adds a 3-column row to your action. There’s a column for:
- Form Field
- Salesforce Field
- Data Handling Instructions
Here you can map each Form Field of your form to the Salesforce Field you want it to correspond to. When the form is submitted, Ninja Forms uses this to communicate to Salesforce exactly how data from the form should be used to populate the fields in your Salesforce account. You can even use the Data Handling Instructions to tell Salesforce how to parse the incoming info. For example, you can let Salesforce know this field contains an uploaded file, a date, a possible duplicate, etc.
Now each time your form submits, you’ve predefined for Salesforce where you want your submitted data and how to handle it. Pretty neat!
Tip: If the Salesforce fields you want aren’t available under the Salesforce Field column, you may need to change “Objects” per step 6 of the previous section. By default Ninja Forms pulls from Leads in Salesforce, but you can change that as described there.
Salesforce and Ninja Forms: Better Together!
Salesforce is an incredible tool for building strong customer relationships. We’ve been thrilled by the success stories that our own customers have shared with us after using this extension. We’d love to hear from you about your own story with Salesforce and Ninja Forms, so don’t be shy! How does your business benefit from Salesforce and Ninja Forms? Sound off in the comments below!
If you’ve not integrated your webforms into your Salesforce account yet, grab the Ninja Forms Salesforce extension today and build a customer base that loves you!