Features

• Seamless integration between Everest Forms and Salesforce, enabling smooth data transfer.
• Ability to map form fields directly to Salesforce objects and fields for customized data collection.
• Support for multiple Salesforce accounts, allowing users to manage various projects within a single platform.
• Conditional logic to control when and how field data is sent to Salesforce based on user input.
• Real-time data submission from forms directly to Salesforce, ensuring up-to-date information.
• User-friendly interface that simplifies the setup process for connecting forms to Salesforce.
• Automatically create or update Salesforce records based on new form submissions, streamlining workflow.
• Full support for error handling, helping to identify and resolve issues during data submission.
• Easy management of form settings and Salesforce configurations directly within the WordPress dashboard.
• Secure transmission of data to maintain compliance with privacy regulations and protect sensitive information.