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SalesforcePro

This documentation page assumes you have read over the CRM Integration Overview. If you have not yet read it, please do so now. We also assume that you have a Salesforce account already. This integration requires that you have Freeform Pro. If you currently have Freeform Lite, you can purchase an upgrade to Freeform Pro.

​Salesforce Lead CRM IntegrationPro

Click here if you're looking for the Salesforce Opportunity integration.

Salesforce Lead integration includes support for the following:

  • Field mapping to standard and custom Lead object fields:
    • Text fields:
      • String
      • Textarea
      • Email
      • URL
      • Address
      • Picklist
      • Multipicklist
      • Date/Time fields2.5.4+
    • Numeric fields:
      • NumberImproved in 2.5.4+
      • Phone
      • Currency
    • There are some limitations to types of fields that can be mapped, such as Lookup fields.
  • Available fields are pulled from the Lead object in Salesforce, which is located at:
    1. Setup (top right)
    2. Objects & Fields (left nav)
    3. Object Manager
    4. Lead
    5. Fields & Relationships (top middle menu)

​Setup Instructions

1

​Prepare Salesforce's end for Integration

This integration will not work with the Salesforce Essentials plan as it does not have access to the API.

  • Open another browser tab and go to Salesforce website and log into your account.
  • On the left navigation menu, click on Apps, then click App Manager.
  • At the top right corner of the page, click the New Connected App button.
  • Fill out the fields in the Basic Information section.
  • In the API (Enable OAuth Settings) section, click the Enable OAuth Settings checkbox.
  • More fields will appear. In the Callback URL field, enter any valid URL that begins with https (it could even be https://google.com, as we don't use this part).
  • In the Selected OAuth Scopes field, select the following permissions from the list and click Add arrow button:
    • Allow access to your unique identifier (openid)
    • Perform requests on your behalf at any time (refresh_token, offline_access)
  • You shouldn't need to fill out any further fields, and then click Save button.
  • You will be taken to a new page that lists info about your newly created app, including Consumer Key and Consumer Secret values. You will need to copy each of these values.
    • Salesforce gets tricky to navigate, so do yourself a favor and copy and paste these 2 values into a text editor for now, being sure to label each too. You'll save yourself some extra steps later on.
  • At the top middle of the page, click on the Manage button.
  • At the top middle of the next page, click the Edit Policies button.
  • Under the OAuth policies section, adjust the following settings:
    • In the Permitted Users field, be sure that it is set to All users may self-authorize.
    • In the IP Relaxation field, change the setting to Relaxed IP restrictions.
    • Click Save button at bottom of page.
  • If you copy and pasted the Consumer Key and Consumer Secret values in a text editor, you can skip these next couple steps:
    • To go back to your app to see these values, click on the App Manager navigation item (under Apps)
    • Find your app in the list. Then in the right column, click the down arrow, and then click View.
2

​Set up Integration on your site

  • If you wish to use a config file for Salesforce credentials instead, please see Alternate Config File Setup documentation further below.
  • Go to the CRM section in Freeform Settings (Freeform > Settings > CRM).
  • Click the New CRM Integration at the top right.
  • Select Salesforce Lead from the Service Provider select dropdown.
  • Enter a name and handle for the integration.
  • Enter Salesforce credentials in the next 4 fields:
    • Paste the Salesforce Consumer Key value into the Client ID field in Freeform.
    • Paste the Salesforce Consumer Secret value into the Client Secret field in Freeform.
    • Enter your Salesforce account username/email address into the Username field in Freeform.
    • Enter your Salesforce account password into the Password field in Freeform.
  • Additional configuration options:
    • Assign Lead Owner? - Enabling this will make Salesforce assign a lead owner based on lead owner assignment rules in Salesforce.
    • Sandbox Mode - Enable this if your Salesforce account is in Sandbox mode.
    • Using custom URL? - Enable this if you connect to your Salesforce account with a custom company URL such as mycompany.my.salesforce.com.
  • At the top right corner of Freeform page, click Save button.
3

​Verify Authorization

  • After the integration is saved, it'll return you to the list of CRM integrations.
  • Click into the newly created integration.
  • Confirm that there is green circle with Authorized in the middle of the page.
Finished!

​Alternate Config File Setup

The Salesforce Lead integration allows you the choice of entering your API keys and credentials via a config file instead if you wish. For more information about Freeform's config overrides, please see Freeform Config Overrides documentation. A brief overview is below:

  • Copy and paste the following code into a new file named freeform.php and place it into your Craft /config/ directory:

    <?php

    return [
        "salesforce_client_id"     => null,
        "salesforce_client_secret" => null,
        "salesforce_username"      => null,
        "salesforce_password"      => null,
    ];

  • Replace the null value for salesforce_client_id with the Salesforce Consumer Key value.

  • Replace the null value for salesforce_client_secret with the Salesforce Consumer Secret value.

  • Replace the null value for salesforce_username with your Salesforce account username/email address.

  • Replace the null value for salesforce_password with your Salesforce account password.

  • Save the changes in the freeform.php file.

  • Your final file should look something like this:

    <?php

    return [
        "salesforce_client_id"     => "7SDf7GFDG6O76sd798FdG98s9897F9G7dSFDF9G7sd980G8dfG9FG_aSD650g8dsh7D98g79Fs98ds0788Ps",
        "salesforce_client_secret" => "1234567890123456789",
        "salesforce_username"      => "you@youremail.com",
        "salesforce_password"      => "yourSalesforcePassword",
    ];

​Salesforce Opportunity CRM IntegrationPro2.5.0+

Click here if you're looking for the Salesforce Lead integration.

Salesforce Opportunity integration includes support for the following:

  • Field mapping to standard and custom Opportunity, Account and Contact object fields.
    • There are some limitations to types of fields that can be mapped, such as Lookup fields.
  • Freeform performs a duplicate check on records in the following way:
    1. Check mapped Freeform field against Account Name field.
      • If no match, create a new Salesforce Account.
    2. Check mapped Freeform fields against Contact First Name, Last Name and Email fields.
      • If email address exists in Salesforce Contact, update the existing Contact with other details.
      • If no email address match, check if first name and last name exist in Salesforce Contact, then update the existing Contact with all other values including the new email address.
      • If no matches at all, create a new Salesforce Contact.
      • If Account Name matched, assign the new Contact to the existing Salesforce Account.
    3. Create new Opportunity.
      • Attach Opportunity to existing or newly created Salesforce Account.
  • Freeform will create an Account with the First Name and Last Name mapped to the Contact if you leave the Account Name field empty.
    • This is helpful if you are dealing with customers not necessarily belonging to a company or organization, and just wish to have a Salesforce Account matching the Contact.

​Setup Instructions

1

​Prepare Salesforce's end for Integration

  • Open another browser tab and go to Salesforce website and log into your account.
  • On the left navigation menu, click on Apps, then click App Manager.
  • At the top right corner of the page, click the New Connected App button.
  • Fill out the fields in the Basic Information section.
  • In the API (Enable OAuth Settings) section, click the Enable OAuth Settings checkbox.
  • More fields will appear. In the Callback URL field, enter any valid URL that begins with https (it could even be https://google.com, as we don't use this part).
  • In the Selected OAuth Scopes field, select the following permissions from the list and click Add arrow button:
    • Allow access to your unique identifier (openid)
    • Perform requests on your behalf at any time (refresh_token, offline_access)
  • You shouldn't need to fill out any further fields, and then click Save button.
  • You will be taken to a new page that lists info about your newly created app, including Consumer Key and Consumer Secret values. You will need to copy each of these values.
    • Salesforce gets tricky to navigate, so do yourself a favor and copy and paste these 2 values into a text editor for now, being sure to label each too. You'll save yourself some extra steps later on.
  • At the top middle of the page, click on the Manage button.
  • At the top middle of the next page, click the Edit Policies button.
  • Under the OAuth policies section, adjust the following settings:
    • In the Permitted Users field, be sure that it is set to All users may self-authorize.
    • In the IP Relaxation field, change the setting to Relaxed IP restrictions.
    • Click Save button at bottom of page.
  • If you copy and pasted the Consumer Key and Consumer Secret values in a text editor, you can skip these next couple steps:
    • To go back to your app to see these values, click on the App Manager navigation item (under Apps)
    • Find your app in the list. Then in the right column, click the down arrow, and then click View.
2

​Set up Integration on your site

  • Go to the CRM section in Freeform Settings (Freeform > Settings > CRM)
  • Click the New CRM Integration at the top right.
  • Select Salesforce Opportunity from the Service Provider select dropdown.
  • Enter a name and handle for the integration.
  • Enter Salesforce credentials in the next 4 fields:
    • Paste the Salesforce Consumer Key value into the Client ID field in Freeform.
    • Paste the Salesforce Consumer Secret value into the Client Secret field in Freeform.
    • Enter your Salesforce account username/email address into the Username field in Freeform.
    • Enter your Salesforce account password into the Password field in Freeform.
  • Additional configuration:
    • Close Date - Enter a relative textual date string for the Close Date of the newly created Opportunity (e.g. 7 days).
    • Stage Name - Enter the Stage Name the newly created Opportunity should be assigned to (e.g. Prospecting).
    • Sandbox Mode - Enable this if your Salesforce account is in Sandbox mode.
  • At the top right corner of Freeform page, click Save button.
3

​Verify Authorization

  • After the integration is saved, it'll return you to the list of CRM integrations.
  • Click into the newly created integration.
  • Confirm that there is green circle with Authorized in the middle of the page.
  • That's it! You can now use this integration inside Composer.
Finished!
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