Salesforce Integration

Article Overview The following article describes an overview of our native Salesforce integration. Overview (See Figure 1 ) Our platform offers native integration with Salesforce directly from the Webflow screen. You will connect your Salesforc...

Article Overview The following article describes how to connect your Salesforce environment to a process. Connecting Your Environment  (See Figure 1 to Figure 4 ) To connect your Salesforce environment, perform the following steps:...

Article Overview The following article describes how to add Salesforce fields to the Webflow. Salesforce Fields Description (See Figure 1 ) After connecting a Salesforce environment and selecting an object, Salesforce fields appear (1): ...

Article Overview The following article describes how to detach and map Salesforce fields. Detaching and Mapping Salesforce Fields When a webflow is connected to a Salesforce environment, you can map fields to Salesforce or detach them from ...

Article Overview The following article describes steps to initiate an EasySend process from Salesforce and a use case. Step 1: Building the Process Drag and drop all the required components. Build the business logic (conditions and valid...

Article Overview The following article describes steps to create new records in Salesforce using an EasySend process and a use case. Step 1: Building the Process (See Figure 1  to   Figure 3 ) Drag and drop all the required componen...