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What is Salesforce

Salesforce is a cloud-based platform that provides customer relationship management (CRM) software solutions to help businesses manage and analyze customer interactions and improve sales and marketing efforts.

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Video tutorial

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How it works

1

Connect your form to Salesforce

+ Make a Fillout or open an existing form. Navigate to Integrate page and look for Salesforce.Screenshot2025 02 12at5 11 15PM PnClick Connect to Salesforce to sign in with your Salesforce account. Then, choose an object where you would like to store responses to.
2

Map your form fields

Under Mappings, match the Salesforce fields on the left with the corresponding questions in your Fillout form using the dropdowns on the right.
Screenshot of the Salesforce form creation page
Alternatively, you may choose to create a blank page, and drag and drop Salesforce fields in the left sidebar to your form.
Screenshot of the Salesforce form creation page
Good to know: These fields are automatically mapped to their corresponding columns on Salesforce.
3

Publish and share

That’s it! Click Publish in the upper right corner and share your link. Form responses will now automatically populate inside your Salesforce database.
Note: The Salesforce integration is available on the Enterprise Tier 1 and 2 plans. Learn more here.

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Connect to a salesforce sandbox

After selecting Salesforce in the Integrate page, tick the Connect to a sandbox organization checkbox. Then, click Connect to Salesforce.
Screenshot of the Salesforce form creation page

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IPs to whitelist

If your Salesforce organization restricts IP addresses for 3rd party app connections, you’ll want to whitelist the following IPs: 
35.160.120.126
44.233.151.27
34.211.200.85

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Updating records from a form

You can create a form that pre-fills with Salesforce data and updates an existing record when submitted: Update existing Salesforce records with a form

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