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Setting up Episerver forms with Salesforce

Vote:
 

Hi,

We are trying to setup Salesforce to enable export of form data from our CRM 11 site. We are following this guide: https://webhelp.optimizely.com/21-1/en/addons/ma/salesforce.htm. But, when we come to step 6, i.e. selecting the “Mappings” tab (to select the database to which to map the form fields), we cannot see that tab. Any suggestions on what could be the issue would be greatly appreciated.

Note: We are using a custom form container (and custom form elements). Could that perhaps be an issue? Our components inherit from FormContainerBlock and BlockData etc., but the following text from the beginning of the guide has made me suspicious: “Depending on how your solution is set up, some features described in this documentation may not be available to you.” (although I’m not sure what that actually refers to).

#296509
Feb 14, 2023 10:14
Vote:
 

Duh! I had missed to install the EPiServer.Marketing.Automation.Forms.x.x.x (https://nuget.optimizely.com/package/?id=EPiServer.Marketing.Automation.Forms) NuGet Package.

#296511
Feb 14, 2023 11:12
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