Salesforce

Your business relies on your CRM. That’s why we’ve added the option to connect your Salesforce account to your Lumavate studio in just a few minutes. No matter if it's a trade show booth, product registration, or even customer support, our integration to Salesforce enables you to generate more opportunities for your business. 

Adding Lumavate as a New Connected App in Salesforce

There are two parts to connecting your Salesforce Instance to Lumavate. First, you'll need to set up Lumavate as a new connected app within Salesforce. Your Salesforce Admin will need to complete the following steps:

1

Within the Lumavate Studio, navigate to Data in the left navigation, then click on Salesforce.

2

At the same time, go to your Salesforce instance and navigate to App Manager located under Platform Tools. 

3

Click the button, " New Connected App”.

4

Name the new connected app "Lumavate" and enter in your Salesforce admin's contact information.

5

Click the checkbox to Enable OAuth Settings

6

Return to the Lumavate Studio, copy the Callback URL. Then in your Salesforce Instance, paste it into the “Callback URL” box. 

7

Select the "Access the identity URL service”, “Manage user data via APIs”, and“Perform requests at any time” checkboxes in Salesforce. 

8

Make sure the "Requiring the Secret for Web Server Flow" and "Refresh Token Flow" checkboxes as well in Salesforce.

9

Save the page.

NOTE: Give the data about 10 minutes to process in Salesforce before completing the next part in connecting your Salesforce instance to Lumavate.

Connecting Your Salesforce Instance to Lumavate

Once you've added Lumavate as a new connected app in Salesforce, you can begin to sync the data from Salesforce to Lumavate following these steps:

1

Navigate to App Manager in Salesforce and click on the Lumavate connected app. 

2

Copy the Consumer Key.

3

Return to Data in the Lumavate Studio, click the gear icon next to "Salesforce", and paste the Consumer Key you just copied under the " Client ID" field.

4

In Salesforce, reveal your ConsumerSecret. Copy it and paste it under the "Client Secret" in Salesforce Settings in Lumavate. 

5

Enter your custom  Salesforce Domain name into the Salesforce setting box in your Lumavate Studio. 

6

Add the list of custom objects you want to sync from Salesforce. To find the object name, go to Object Manager in Salesforce and use the API Name. Then separate your list of Objects with a comma. 

7
Click the green Save button. 
8

Next, you'll want to sync the data. Click the orange Sync button located at the bottom right of your screen to bring over the Object details. You may need to refresh the page to see the newly synced Objects. 

NOTE: If you want to sync additional Salesforce Objects in Lumavate, be aware that any Objects not included in the list of Objects to sync under Salesforce Settings will automatically be unsynced. This means you'll need to include any Objects previously synced to this list if you wish to keep them. Otherwise, any Objects you choose to unsync will cause existing Forms using these Objects to stop working.

Connected Objects

Viewing Data

After you complete both parts of syncing your Salesforce instance to Lumavate, you can click on any synced Object to view the data. While you won't be able to view all of the data in a synced object, you can utilize this data as a spot check to ensure all of the records are set up properly. Note that you cannot export or import the data within your connected objects. 

Permissions

You can add permissions surrounding your connected Salesforce instance with Lumavate. The permissions granted to the Salesforce integration user will automatically be carried over to your Lumavate Studio. While you cannot make your Salesforce integration user permissions less restrictive, you can add more granular permissions that restrict access for users. 

Create a Form with Salesforce

Once your Salesforce instance is connected to your Lumavate Studio, you can begin building Forms in Lumavate and have the submitted data go directly into Salesforce. Here's how you can begin creating Forms using the Salesforce integration. 

1
Login to your Studio.
2
Click  Content in the left navigation.
3
Click  Form Builder
4
Click the  Green Plus Sign to build a new Form.
5
Enter a name for your Form and click  Save.
6
Select Salesforce as the applicable Connected Data Source for the Form.
7
Select the applicable Salesforce Object for the Form. The Object MUST be synced from Salesforce prior to building a Form. 
8
Click the  Green Plus Sign to add a Form Field to the Form.
9
Select the applicable Connected Data Field for the Form Field. The Connected Data Field is an existing field in your Salesforce you selected as the Connected Data Source.
10
Enter any other applicable Properties for the Form Field.
11
Add any other applicable Form Fields to the Form.
12
Click  Publish once you're ready to make the Form available to experiences within your Studio. 

Add a Form to an Experience

1
Create or open an existing
2
Click the Edit Pencil on a Page.
3
Click the Green + Icon, located in the bottom right. 
4
Either scroll to Form in the list, or begin typing Form to search the list. 
5
Select Form. The Form Component will appear at the bottom of the content list in the left-hand column. The Form Properties will appear in the right-hand column. 
6
Select the applicable Form from the dropdown in the Form Properties. 
7
Stylize the Form to match the branding of your experience in the Form Properties.  

Watch: Using Salesforce with Form Builder

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