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What is Salesforce

Salesforce is a cloud-based platform that provides customer relationship management (CRM) software solutions to help businesses manage and analyze customer interactions and improve sales and marketing efforts.

Video tutorial

https://www.loom.com/share/c9e1d9e4470446fb97501d31b843c472

How it works

1. Connect your form to Salesforce

+ Make a Fillout or open an existing form. Navigate to Integrate page and look for Salesforce.

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Click Connect to Salesforce to sign in with your Salesforce account. Then, choose an object where you would like to store responses to.

2. Map your form fields

Under Mappings, match the Salesforce fields on the left with the corresponding questions in your Fillout form using the dropdowns on the right.

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Alternatively, you may choose to create a blank page, and drag and drop Salesforce fields in the left sidebar to your form.

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<aside> ⭐ Good to know: These fields are automatically mapped to their corresponding columns on Salesforce.

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3. Publish and share