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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.