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Step 1: Open the Integrations Tab

With the editor open, navigate to the Integrations tab and select the Salesforce integration as shown below. Screenshot showing where to find the Salesforce integration in Weavely AI Is this the first time you set up a Salesforce integration? Then Weavely will first guide you through the steps to connect your Salesforce account to Weavely. Just press “Connect to Salesforce” to get started. Screenshot showing how to connect Salesforce to Weavely AI

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Step 3: Map Form Fields to Object Properties

Once you’ve connected your Salesforce account you’ll be able to set up the integration for your form. In a first step you’ll need to select which Salesforce object you want to create upon form submission. In a second step you can specify how fields of your form correspond to properties of your Salesforce object. The gif below showcases both these steps. Animated screenshot showing how to configure the Salesforce integration in Weavely AI

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Changing Your Salesforce Account or Resetting Your Connection

If you ever need to reset your connection with Salesforce, for instance to switch to a different account or reauthorize access, you can do so from your Weavely dashboard. Go to Settings → Connected Accounts and click the red “Disconnect” button next to Salesforce. You can then reconnect with the correct account.