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# How to Push Form Submissions to Salesforce

# How to sync form submissions to Salesforce

[Connect a form to your Salesforce](https://formester.com/integrations/salesforce/) org so every new submission automatically creates — or updates — a record there, without any manual data entry.

**Available on:** Business plan. **You'll need:** Owner or Admin access to your Formester organization, and a Salesforce user who can authorize a new connected app in your org.

> The Salesforce integration is a Business-plan feature. On any other plan, opening it shows an upgrade prompt instead of the setup screen, so you can't connect a Salesforce account until you upgrade.

## Before you begin

* Your organization must be on the **Business** plan. Free and Personal plans show an upgrade prompt instead of the connection screen.
* You need a Salesforce login that can grant Formester API access to your org (Formester requests API and offline access during connection).
* Create or open the form you want to sync before you start — you'll pick it as part of the setup.

## Connect Salesforce to a form

1. Open the form, select **Automate** in the top bar, then select the **Integrations** tab.
2. Find the **Salesforce** card and select **Add integration**. This opens the **Salesforce Integration** panel.

   ![The Salesforce card on a form's Integrations tab, with the Add integration link](https://storage.crisp.chat/users/helpdesk/website/-/1/5/6/e/156e23ff3485c400/01-locate-salesforce_1utgvls.png =723xauto)

3. In the panel, select **Connect Salesforce account**. Formester opens Salesforce's login and permission screen in a new window, requesting API and offline access to your org. Log in and approve access when Salesforce asks.

   ![The Salesforce Integration panel, with Connect Salesforce account, Salesforce Account, Salesforce Object, and Sync existing submissions](https://storage.crisp.chat/users/helpdesk/website/-/1/5/6/e/156e23ff3485c400/02-connect-panel_i038y7.png =874xauto)


4. Back in Formester, choose your newly connected org under **Salesforce Account**.
5. Under **Salesforce Object**, search for the object to sync to. The picker opens on **Lead**, **Contact**, **Account**, **Opportunity**, **Case**, **Campaign**, and **Contract**; turn on **Show all objects** to search your org's complete list, including custom objects. ![](https://storage.crisp.chat/users/helpdesk/website/-/1/5/6/e/156e23ff3485c400/image_16xbsqp.png =1050xauto)

4. Choose a **Sync Mode**:
* **Create new record** adds a new Salesforce record for every submission.
* **Update existing record** looks for a Salesforce record that matches on fields you choose, updating it if found, and creating a new one otherwise. Choosing this mode requires marking at least one mapped field to match on.


7. Under **Field Mapping**, pair each form question with a Salesforce field. Fields Salesforce requires on the object are added automatically and can't be removed until you map a question to them. ![](https://storage.crisp.chat/users/helpdesk/website/-/1/5/6/e/156e23ff3485c400/image_sfna1u.png =1002xauto)

7. Leave **Sync existing submissions** turned on if you also want the form's past responses pushed to Salesforce (this option only appears the first time you connect; it syncs at most the most recent 10,000 submissions). Select **Save Integration** to finish.
8. You can also sync the existing submissions after saving the integration from the integration card![](https://storage.crisp.chat/users/helpdesk/website/-/1/5/6/e/156e23ff3485c400/image\_bupzhr.png)


## What happens next

Once saved, every new submission on the form automatically creates or updates a record in the Salesforce object you chose. You can turn the integration off at any time without losing its configuration, and a **Sync now** action lets you re-run the backfill for existing submissions on demand.

## Troubleshooting

**Upgrade prompt instead of the setup screen** — If your organization isn't on the Business plan, selecting **Add integration** on the Salesforce card shows an "Upgrade to business plan to get this feature" screen instead of the connection panel. Upgrade the organization's plan, then try again.

![Upgrade prompt shown for the Salesforce integration on a non-Business plan](https://storage.crisp.chat/users/helpdesk/website/-/1/5/6/e/156e23ff3485c400/03-upgrade-paywall_fca0kq.png =856xauto)

The following errors exist in the product but could not be triggered without a connected Salesforce org, so they are listed for reference only and are **not verified**:

* "Could not connect to Salesforce. Please try again." — shown if the Salesforce login/authorization step fails or is cancelled.
* "That object no longer exists in this Salesforce org." — shown if a previously selected object was deleted from Salesforce. 
* "Salesforce requires these fields on <object>: <fields>. Map a form question to each before saving." — shown when saving without mapping a question to every Salesforce-required field.