Now, when you subscribe to our Enterprise Plan, you can send your form submission data directly to your Salesforce account. You can choose any of the editable Salesforce objects to map submission data and create new records within your Salesforce account. Creating new leads during sales visits, adding new contacts, or even updating custom objects you have created specifically for your business are among the many possibilities you have utilizing our new Salesforce Destination.  Below we'll walk through how to set it up on your account.

Once you have saved your form and exited the Form Builder, you will arrive back at the "Forms" page. On this page, click the link in the Destinations column of the form you would like to add the Destination to.

Note: If there are no destinations added to your account, this button will read "0."

You'll then be brought to the Destinations page for the form, where you can click "New Destination."

A new page will load, and on it you will see the Destinations options for where you can send your data. Select Salesforce. Then select "XML" when prompted to choose a format.

You will also see an option to send your images to a different location. Check the box if you would like to do this, and select from the Destinations provided.

If you like, you can add a description in your "Destination Options" box, but this is optional.

Next, within the "XML Options" section you have the option to customize the file name and download a sample version of the XML file generated. Please note, you can use submission data from your form to dynamically generate file names for the XML document.  

To do this, simply click the "Show me placeholders I can use in this file name" button and copy/paste any listed {{placeholders}} that you'd like to include.  Here's a sample:

Then, click the "Start authorizing with Salesforce" link and a new window will appear with the sign-in options.

After signing into your account, the window will close. You'll then have the option to fetch the objects from your Salesforce account. Click the "Fetch Objects from Salesforce" button and a list of all the available options for where to map your Device Magic answers will appear.

For this sample, I've chosen "Account."  All of the field templates will appear for you to map your form fields.

Populate the columns using the placeholders provided. 

After, you can create any destination rules that you need. For more information on Destination Rules, please visit this link.

When you're done, click "Create Destination."

If you have any questions or comments feel free to send us a message at support@devicemagic.com.

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