Creating Salesforce Entities Using MyHub Forms

Creating new Salesforce entity records when your MyHub users submit forms is easily achieved using a single Salesforce user account. This is a very cost-effective approach if you have a business requirement that needs the creation of Salesforce entity records but you don't want the additional licenses and training costs associated with providing full access to your Salesforce instance.
MyHub currently supports the creation of the following Salesforce entities: 
  • Lead
  • Contact
  • Case
  • Account
Setting up your MyHub forms so that when a user submits a form, a Salesforce entity is created with the values entered, can we achieved is three simple steps: 

Step One: Add An On Submit Action

While in design mode within the forms module, click the Actions button and select the On Form Submission option. Then select the Salesforce "Create Entity" option available in the Add Action drop-down list: 

Step Two: Enter Your Salesforce Credentials

In the action popover enter the following field values: 
  • Action Name: Specify an action name, this can be anything that helps you recognize the action. 
  • Username: This is where you enter the Salesforce username that you've set up beforehand that has the relevant permissions to create the entities via the Salesforce API. 
  • Password: Enter the password associated with the Salesforce username. 
  • Security Token: In order for a cloud-based system to access Salesforce outside of your company such as MyHub an extra level of security is required using a security token associated with the Salesforce user account you would like to use. Information on how to find and reset your Salesforce user security token can be found here. Enter the security token value found in Salesforce in this field.
  • Sandbox: If you are using a sandbox instance of Salesforce to test your form integration before connecting it to your production instance of Salesforce make sure you check this box and then uncheck it when you are ready to make the form live. 
  • Entity: Once you have entered your Salesforce user account credentials, you will be able to select the appropriate Salesforce entity record that you would like created when the form is submitted from the Entity drop-down list. 

Step Three: Map Your Salesforce Fields To Your MyHub Form Fields

If the credentials entered in the previous step are all correct and the Salesforce user account has the appropriate permissions, MyHub will make a connection to your Salesforce instance and retrieve a list of the available field names for the entity selected. You will then be able to map the MyHub form fields to your Salesforce fields as shown in the example below:

Tips:
It is important that the make sure that each field has the proper field level security for your Salesforce fields to be available for mapping to your MyHub form fields. Please see Why are Web to case and Email to case fields not displaying on the Case Detail page?  for further information. 
If you need to connect to a different Salesforce instance once you have already established a connection you will need to do so with a brand new action.