{"id":2854,"date":"2023-07-05T01:13:05","date_gmt":"2023-07-05T01:13:05","guid":{"rendered":"https:\/\/obo.zoj.mybluehost.me\/uncategorized\/salesforce-create-lead-with-sfdc-api\/"},"modified":"2025-02-17T11:53:42","modified_gmt":"2025-02-17T11:53:42","slug":"salesforce-create-lead-with-sfdc-api","status":"publish","type":"post","link":"https:\/\/ioninteractive.com\/ionacademy\/salesforce-create-lead-with-sfdc-api\/","title":{"rendered":"Salesforce: Create lead with SFDC API"},"content":{"rendered":"<h3><strong>Before we begin<\/strong><\/h3>\n<p>There are a few items you&#8217;ll need to roundup <strong>from Salesforce<\/strong>&nbsp;prior to setting up the integration, listed below:<\/p>\n<ul>\n<li>SFDC account name<\/li>\n<li>SFDC password<\/li>\n<li>SFDC security token<\/li>\n<\/ul>\n<p>There are a few items you&#8217;ll need to have ready <strong>in ion<\/strong>&nbsp;prior to setting up the integration, listed below:<\/p>\n<ul>\n<li>Create data collection fields<\/li>\n<li>Create ion form(s)<\/li>\n<li>Set-up testing creative<\/li>\n<\/ul>\n<h3><strong>Let\u2019s Get Started!<\/strong><\/h3>\n<h3><strong>1. Add SFDC account credentials to ion<\/strong><\/h3>\n<ol>\n<li>Click the Integrations in your ion console\u2019s side nav<\/li>\n<li>Click \u201cSet up Account Credentials\u201d toward the top of the screen<\/li>\n<li>Under Salesforce, click \u201cNew Salesforce credential\u201d button<\/li>\n<li>Add a friendly label for your account then enter your SFDC username, password and security token<\/li>\n<li>Save<\/li>\n<\/ol>\n<h3><strong>2. Create field mapping<\/strong><\/h3>\n<p><em>Taking the steps below will map your ion data collection fields to their corresponding SFDC API field names. To get started, add your new field mapping:<\/em><\/p>\n<ol>\n<li>Click the Integrations in your ion console\u2019s side nav<\/li>\n<li>Click green \u201cNew field mapping\u201d button<\/li>\n<li>Label the field mapping and optionally add a description<\/li>\n<li>From the Integration type menu, select \u201c<a href=\"http:\/\/salesforce.com\/\" target=\"_blank\" rel=\"noopener\">Salesforce.com<\/a>\u201d<\/li>\n<li>Save<\/li>\n<\/ol>\n<h3><strong>3. Add Outbound fields to field mapping<\/strong><\/h3>\n<p><em>Outbound fields define the data you extend from ion to your external web form.<\/em><\/p>\n<ol>\n<li>Click the green \u201cNew outbound field\u201d button to add a new field to your field mapping<\/li>\n<li>When adding a new field, you will either select from the Data Collection drop-down menus, Core Field drop-down menu, implement a mashup template or add a field via JavaScript\n<ul>\n<li>To add a form field, use the Data Collection drop-down menus to select the data field category then data collection field<\/li>\n<li>OR, to add an ion Core field, select from the Core Field drop-down menu<\/li>\n<li>OR, to export multiple ion fields to one external field, use the Mashup Field by plugging {{DataName}} {{DataName2}}, etc. into the editor<\/li>\n<li>OR, to reformat a value prior to export, use the JavaScript field to add logic around the value collected in ion. To access data collection fields via Javascript, use respondent.dataname.<\/li>\n<\/ul>\n<\/li>\n<li>Optionally make your field required to run the integration<\/li>\n<li>Optionally add a default value<\/li>\n<li>Select the Salesforce lead field from the drop-down menu of your SFDC API field names<\/li>\n<li>Repeat these steps for each field that should be included in the Field Mapping<\/li>\n<li>Skip inbound fields<\/li>\n<\/ol>\n<h3><strong>4. Create integration<\/strong><\/h3>\n<ol>\n<li>Navigate back to Integrations screen<\/li>\n<li>Click into the Integrations tab<\/li>\n<li>Click green \u201cNew integration\u201d button<\/li>\n<li>Enter label<\/li>\n<li>Optionally add a description<\/li>\n<li>Select the Field Mapping you\u2019ve just created<\/li>\n<li>Set maximum retries\n<ul>\n<li>If there is a service interruption with the external platform, ion will retry the post on the top of the hour for as many retries as you indicate here.<\/li>\n<\/ul>\n<\/li>\n<li>Optionally set a value for the Salesforce Lead Source<\/li>\n<li>Save<\/li>\n<li>Optionally add yourself to the debug distribution list for testing\n<ul>\n<li>Click on the envelope icon beside the integration label and enter your email address<\/li>\n<li>This will deliver an email to you when the integration runs that indicates if the lead was successfully created in SFDC<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h3><strong>5. Add integration to ion pages<\/strong><\/h3>\n<p><em>The ion platform runs the integration based on rules you create. Rules can be added to any actionable item in your ion creative. Integration rules are typically run at the form-level, upon form submission, or on an assessment step. Follow the steps below to add the integration to your ion pages.<\/em><\/p>\n<ol>\n<li>Navigate into the creative<\/li>\n<li>Click on the form, button or link you seek to make the trigger to run your integration<\/li>\n<li>In Creative Studio, click on +rules<\/li>\n<li>Select the condition that needs to be met to run the integration\n<ul>\n<li>\u201cNo conditions required\u201d is typically used<\/li>\n<\/ul>\n<\/li>\n<li>Select \u201cRun integration\u201d then select your SFDC integration as the action<\/li>\n<li>Save<\/li>\n<\/ol>\n<h3><strong>6. Test integration<\/strong><\/h3>\n<p>To test your integration, use the creative you set up prior to beginning the integration steps. Please note, integrations do not run in Preview Mode, so you&#8217;ll want to open a URL for testing. The integration will run once you submit the ion form, or complete the action that runs the integration rule. If you\u2019re on the debug email distribution list, you\u2019ll receive an email that indicates if your test lead has been created in SFDC. You\u2019ll also want to verify success by ensuring the lead was created in your SFDC instance.<\/p>\n<h3><strong>Nice work!<\/strong><\/h3>\n<p>Once you\u2019ve completed these steps, your integration is ready for use. You can add the rule to run the integration on all applicable creatives.&nbsp;For more information on Salesforce, please visit their <a href=\"https:\/\/www.salesforce.com\/resources\/articles\/crm-apps-help-small-businesses-grow\/\" target=\"_blank\" rel=\"noopener\">website<\/a>.<\/p>\n<hr>\n<p data-pm-slice=\"1 1 [&quot;bullet_list&quot;,{},&quot;list_item&quot;,{}]\">If you have any questions, please contact us at <a href=\"mailto:help@ioninteractive.com\" rel=\"noopener noreferrer nofollow\">help@ioninteractive.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Before we begin There are a few items you&#8217;ll need to roundup from Salesforce&nbsp;prior to setting up the integration, listed below: SFDC account name SFDC password SFDC security token There are a few items [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":6003,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","footnotes":""},"categories":[2175,2078],"tags":[2173,2200,2208,2220],"class_list":["post-2854","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ion-integrations-the-advanced-capabilites","category-the-advanced-capabilites","tag-advanced","tag-data-management","tag-ion-integration","tag-salesforce"],"_links":{"self":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/2854","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/comments?post=2854"}],"version-history":[{"count":3,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/2854\/revisions"}],"predecessor-version":[{"id":6709,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/2854\/revisions\/6709"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/media\/6003"}],"wp:attachment":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/media?parent=2854"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/categories?post=2854"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/tags?post=2854"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}