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Integrations

Salesforce Opportunity CRM Integration Pro

This documentation page assumes you have read over the CRM Integration Overview page. 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.

TIP

This documentation page is for the Opportunity version of the Salesforce integration. Click here if you're looking for the Salesforce Lead integration.

Video: Setting up a Salesforce integration

Compatibility

The Salesforce Opportunity integration includes support for 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.

Duplicate Check & Update

Default Logic

A duplicate check on records is done in the following way:

  1. Check whether the Account already exists:
    • Check against the Name field as the identifier.
      • 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.
    • If no match, create a new Account.
  2. Check whether the Contact already exists:
    • Check against the Email address as the identifier.
    • 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.

Alternate Logic

An alternate duplicate check on records is also available. When the Check Contact email address and Account website when checking for duplicates? setting is enabled, the following logic will happen instead:

  1. Check whether the Contact already exists:
    • Check against Email address as the identifier.
    • If there's a match, update the Contact with new values, where supplied.
    • If no match, create a new Contact.
  2. Check whether the Account already exists:
    • Check against the Website field domain. If you are not mapping a domain to the Website field, Freeform will automatically sniff the Contact email address, take the domain from it and pass it off to the Salesforce Account as the Website field value.
    • If there's a match, update the Account with new values, where supplied.
    • If no match, create a new Salesforce Account.
    • If a new Contact was created, link the contact to the Account.
  3. Create new Opportunity.
    • Attach Opportunity to existing or newly created Salesforce Account.

Setup Instructions

WARNING

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.
  • 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.
    • Append checkbox group field values on Contact update?
      • If a Contact already exists in Salesforce, enabling this will append additional checkbox group field values to the Contact inside Salesforce, instead of overwriting the options.
    • Append checkbox group field values on Account update?
      • If an Account already exists in Salesforce, enabling this will append additional checkbox group field values to the Account inside Salesforce, instead of overwriting the options.
    • Check Contact email address and Account website when checking for duplicates?
      • By default, Freeform will check against Contact first name, last name and email address, as well as and Account name. If enabled, Freeform will instead check against Contact email address only and Account website. If no website is mapped, Freeform will gather the website domain from the Contact email address mapped.
  • At the top right corner of Freeform page, click Save button.
  • 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!

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