Salesforce

Create or update standard and custom Salesforce CRM objects based on your form submissions.

What you need

How to set up

Navigate to the Feathery form that you want to connect to Salesforce. Click on the Integrations tab.

Open the Salesforce integration and choose the Feathery form event to trigger the Salesforce action. Your options are when someone completes the form, reaches a specific step of the form, or whenever data is received from your end user (partial submissions, data enrichment, etc.)

Authorize and connect your Salesforce account.

Choose which objects you'd like your Feathery form data to map to and whether they should be created, updated, or both. You can also prefill your form with data from your Salesforce instance.

Map your Feathery fields to the corresponding Salesforce object fields that you want them to populate.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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