How do I send my submissions to Salesforce automatically?

Digioh Loves Salesforce… and Salesforce Loves Digioh.
Salesforce is one of the to used CRM systems and we totally get why you want your leads pushed into it. Follow this guide to make that happen. This step by step guide might look painful at first glance, but the average person can take care of this in under 15 minutes (we are also around to do a screenshare to walk you through it).

Step 1

Log into Digioh and click “Integrations”

Step 2

Click “Create New Integration”

Step 3

Select “Salesforce” for them list of vendors, in the “Integration” drop down

Step 4

Pick a Friendly Name that you will remember, like “Salesforce Leads”

Step 5

Select the Lightbox in the drop down that you want to tie it to

BONUS ITEMS:

#1: You can have multiple integrations for one lightbox 
#2: You use the same integration for multiple lightboxes

Step 6

Click “Create New Integration”

You will be taken to Salesforce, and you will need to authorize your Salesforce account to be used with Digioh. 

You may also need to go through a security email verification process through Salesforce.

Step 7

If all you are doing is sending First Name, Last Name, Email, and Phone Number as a LEAD. You are done! No further work is required :) 
** Feel free to take the next 2 days off! Because your boss will expect this step to take at least a few more days :) **

SENDING CUSTOM FIELDS IN DIGIOH TO SALESFORCE

Step 8

If you are sending more information than just the basics (see step #7) you will need to create Custom Fields and map them to Salesforce. These steps are super easy too just requires a little more configuration. Also scroll to the bottom, if you need to create custom fields in Salesforce.
The first thing you need to do to map your custom fields to Salesforce is find your Salesforce Custom Field API values, here is how you find it:
A. Login to Salesforce
B. Click “Setup” at the upper right hand corner (either next to your name or in the drop down next to your name)

C. Under “App Setup” in the left hand column, click on “Customize” > “Leads” > “Fields” (3 Clicks)

D. Scroll to the bottom go to “Lead Custom Fields & Relationships”
E. Look for the field you want your lead to get mapped and find the API Name. (This field should look something like this FIELDNAME___c)

Copy it EXACTLY including the underscores and the case sensitivity. If this isn’t exact, it won’t work. We recommend actually using the copy and paste functionality instead of typing it.
Now that we have the API Key we can continue :)

Step 9

Go into Digioh and click on “Custom Fields” next to your Salesforce Integration

Step 10

Enter in the API Key value you copied in Step 8E as the FIELD NAME

Step 11 

Enter what Digioh field you want to map it to. It will be one of the following:
[CUSTOM_1]
[CUSTOM_2]
[CUSTOM_3]
[CUSTOM_4]
[CUSTOM_5]
[CUSTOM_6]
[CUSTOM_7]
[CUSTOM_8]
[CUSTOM_9]
[CUSTOM_10]
Wondering which CUSTOM it is? You can find this by login into the Lightbox Editor, click on the “Field” element and looking at which custom field it is. If it is Custom 1, the Field Value would be “[CUSTOM_1]”. You MUST include the brackets.

Here is what it should look like:

Step 12

Click the “Add Custom Field”

Step 13

Repeat steps 11-12 for every custom field you want mapped. 

BONUS: SUBMITTING STATIC FIELDS IN SALESFORCE

What is cool about our Salesforce integration is we allow static and dynamic custom fields.
So, for example you can create a Custom Field in Salesforce call “Added_To_Digioh” and have the Field Value by YES. So whenever a new lead is pushed into your Salesforce account through Digioh that field value will always be marked as “YES”.

HOW TO CREATE CUSTOM FIELDS IN SALESFORCE

1. Login to Salesforce
2. Click “Setup” at the upper right hand corner (either next to your name or in the drop down next to your name)
3. Click on “Customize” under “App Setup” in the left hand column

4. Click “Leads”
5. Click “Fields”
6. Scroll to the bottom go to “Lead Custom Fields & Relationships”
7. Click the “New” button to create a custom field in Salesforce if you haven’t done already so
8. We will create “Text” custom field
9. Enter in the custom field you want to create 
For example:
Field Label: Hair Color
Length: 30
Field Name: Haircolor
Description and Help Text
Leave all other fields empty and click “Next”
10. Click next to bypass roles and assignments
The new field is now entered into the “Lead Custom Fields & Relationships” section TAKE NOTE of the API NAME, it will most probably be something like FieldName___c
If this API name is off your lead will not be pushed so it must be exact and is Case Sensitive and must include the right amount of underscores “___” (3 underscores)
Recommended approach: just copy/paste it!
Now, map this custom field to Digioh!
11. Copy the custom field in Step 10
12. Login to your Digioh Account
14. Click on “Integrations”
15. Create New Integrations
Field Name: THIS IS THE API VALUE (for example Haircolor___c)
Field Value: [CUSTOM_2]
This is the field value in your form CUSTOM_1, etc.
What is cool about our Salesforce integration is we allow static and dynamic custom fields.
So, for example you can create a Custom Field in Salesforce call “Added_To_Digioh” and have the Field Value by YES. So whenever a new lead is pushed into your Salesforce account through Digioh that field value will always be marked as “YES”.