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Salesforce setup FAQs

Our Salesforce integration makes typeforms an essential part of your team’s workflow. This page contains answers to common questions about the integration. You can find a Salesforce question mapping FAQ guide here.

Haven’t found what you’re looking for? Click the button at the bottom of the page to contact our Support team.

Is there a guide to setting up the Salesforce integration?

Yes, check out our step-by-step guide here!

I edited and republished my form, but the field mappings in Salesforce don’t reflect how my form looks. Why not?

The Salesforce integration refreshes the forms periodically. The exact frequency is specified by you during the setup stage of the integration (see the screenshot below).

To update the forms so your recent changes are available in your mappings, open the Typeform app in Salesforce, go to the Connect page in Typeform Admin, and click Run Now under Retrieve Forms.

salesforce1.png

What objects can I map typeforms to?

Currently, you can map typeforms to Lead, Opportunity, Contact, Account and Case objects. Other standard objects are not supported at the moment.

How do Typeform questions map to Salesforce fields?

You can check out our mapping guide and FAQs here.

Can I map my typeforms to custom objects in Salesforce?

Yes, you can - here’s a step-by-step guide.

Can I use this integration with a Salesforce sandbox environment?

Yes, you can. If you need to move the integration to a Salesforce production environment later on, simply delete the Salesforce integration on Typeform, then set it up again for the new Salesforce environment.

Can I use this integration with Salesforce Marketing Cloud?

The integration is compatible with Salesforce and Salesforce Essentials. It does not support Marketing Cloud at the moment. (If you are a Marketing Cloud user, Automate.io has an upcoming integration to link the tool with Typeform.)

Why is my Typeform app showing as “suspended” on Salesforce?

This may be because your Typeform account has been downgraded to a level that does not include the Salesforce integration. In this case, you will need to upgrade your account to reactivate the integration. Go to the Plan & Billing section of Settings in your account to check.

Alternatively, try deleting and reinstalling the Salesforce integration.

If neither of the previous suggestions fix the issue, reach out to Support using the button at the bottom of this article. In your message, please provide the email associated with your Typeform account and your Salesforce Organization ID.

Why am I seeing a “401 - Unauthorized” error?

This can happen when your Typeform or Salesforce account ownership has changed. You can fix the error by removing the integration on Salesforce (using the Remove connection button under Typeform Admin) and setting it up again following the instructions here.

Why am I seeing an error telling me that my field “can not be sorted in a query call”?

You may see this error if your organization has any sort of platform encryption enabled. Unfortunately, the Typeform package on Salesforce is not verified with a platform encryption feature, and our Support team cannot currently offer solutions for these situations.

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