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The term Salesforce integration refers to secure communication and data sharing between the Salesforce and ProntoForms systems.
Benefits of a Salesforce integration
ProntoForms integration points
ProntoForms can pull data from Salesforce records of any Object type into your forms. ProntoForms can also create or update Salesforce records with data from submitted forms. The following integration points in ProntoForms enable this type of communication:
Salesforce Connection—to establish a secure, OAuth connection between Salesforce and ProntoForms
Salesforce Data Source— to use Salesforce reports or Salesforce Object Query Language (SOQL) to pull data into ProntoForms
Salesforce Data Destination—to push data from ProntoForms to Salesforce Objects
Tip:ProntoForms supports both Salesforce sandbox and production environments.
Supported Salesforce orgs, apps, and extensions
ProntoForms supports the following:
Any API-enabled Salesforce orgs and industry-specific cloud applications
Applications like Chatter
Extended solutions like ServiceMax Core, ServiceMax Asset 360, and other AppExchange partners