Join us this Friday for AI in Action at the Virtual Happy Hour! This free virtual event is open to all—enroll now on Academy and don’t miss out.
AI OnAI Off
Salesforce connector mapping to multiple entities
Here's a recent blog post with a custom forms connector to Hubspot -- https://world.optimizely.com/blogs/matt-pallatt-is-not-a-developer/dates/2024/6/integrating-crm-without-the-ma-connector/
It's a slightly different approach (it basically maps the Opti form to a Hubspot form), but the repo linked there may be a good starting point for a custom Salesforce connector.
Aug 22, 2024 14:44
The Salesforce connector only seems to allow the mapping of a form to a single entity at a time (Account/Campaign/Contact/Lead/Case).
Has anyone developed a solution to update multiple entities in a single form?
Is creating a custom connector the route to take?
https://docs.developers.optimizely.com/content-management-system/docs/custom-connector
Or it looks as though mapping to an external system is a more simple approach but the API is still in Beta
https://docs.developers.optimizely.com/content-management-system/v1.2.0-forms/docs/external-system-form-mapping-beta
With both these routes it looks as though we would need to list all the entity and fields in a single drop down.