---
title: "Salesforce Integration - Convert Forms"
description: "Create Salesforce forms in Joomla. Send form submissions to Salesforce. Map fields, use custom fields, and apply conditional logic for smarter lead generation."
url: "https://www.tassos.gr/docs/convert-forms/integrations/crm/salesforce"
date: "2026-04-07T04:03:15+00:00"
language: "en-GB"
---

[ Home ](https://www.tassos.gr/index.php?option=com_content&view=category&layout=blog&id=24&Itemid=1088) / [ Convert Forms ](https://www.tassos.gr/index.php?option=com_content&view=category&id=43) / [ Integrations ](https://www.tassos.gr/index.php?option=com_content&view=category&id=59) / [ CRM ](https://www.tassos.gr/index.php?option=com_content&view=category&id=105)

#  Salesforce Integration

##  Create Salesforce forms in Joomla. Send form submissions to Salesforce. Map fields, use custom fields, and apply conditional logic for smarter lead generation.

 Salesforce Integration is available in Pro  Unlock this and dozens of other powerful features by upgrading to Convert Forms Pro.

 [ Unlock this feature ](https://www.tassos.gr/joomla-extensions/convert-forms/subscribe)

The Salesforce integration in Convert Forms can help you connect your Joomla forms with Salesforce. You can automatically send form submissions to your Salesforce account, map form fields to any Salesforce custom field, and use conditional logic to control when leads are created. This functionality is ideal for bloggers collecting inquiries, e-commerce stores capturing customer interest, and service providers managing prospects. This guide will show you how to set it up.

## [Setting Up Salesforce Web-To-Lead Task](#setup)

To set up the Salesforce Web-To-Lead task and sync your submissions to the Salesforce Web-To-Lead service, go into your form, and follow the steps listed below:

### [Select App](#select_app)

From within your form, click on Tasks > **CREATE YOUR FIRST TASK**.

![Create First Task](https://www.tassos.gr/images/cf-tasks-click-create-task.png)

On the modal that will open, select the Salesforce Web-To-Lead task.

![Select the Salesforce Web-To-Lead task](https://www.tassos.gr/images/2025/02/cf-tasks-salesforce-web-to-lead-select-step.png)

Select New Submission under Trigger and Add Lead under Action on the next screen, and click **CONTINUE**.

![Select the Add Lead action](https://www.tassos.gr/images/2025/02/cf-tasks-salesforce-web-to-lead-trigger-action-step.png)

### [How to find your Organization ID](#org_id)

Your Salesforce Organization ID is required in order to sync submissions to your Salesforce organization. Furthermore, the organization ID of your production environment is different from your sandbox. If you need to sync submissions to a sandbox Organization ID, you must use your sandbox Organization ID.

Below you can find the steps to find your organization ID:

- Log into your organization.
- Click on the gear icon on the page's top right, and select **Setup**.

[![Find organization ID by clicking on the user settings > Setup](https://www.tassos.gr/images/2025/02/salesforce-get-org-id-1.png)](https://www.tassos.gr/images/2025/02/salesforce-get-org-id-1.png)

- In the search box on the left-hand side, type in "company", and select **Company Information** from the results.

![Click on Company Settings > Company Information](https://www.tassos.gr/images/2025/02/salesforce-get-org-id-2.png)

- Under the Organization Detail section, find the Salesforce.com **Organization ID** entry. This is your organization ID.

![Find and copy your Organization ID](https://www.tassos.gr/images/2025/02/salesforce-get-org-id-3.png)

### [Setup Action](#setup_action)

After you've set up the trigger, and action, it's time to set up the action itself and define what information to send to Salesforce. In this step, you can view all available settings and map each option with a fixed or dynamic value using Smart Tags.

![Populate the Salesforce Web-To-Lead task settings](https://www.tassos.gr/images/2025/02/cf-tasks-salesforce-action-step.png)

Let's see all available settings:

#### [Organization ID](#organization-id)

Set your Salesforce Organization ID. To find your Salesforce Organization ID click [here](#org_id).

#### [Email Address](#email-address)

Select the email address of the submitter. This is the user that will be created as a Lead in your Salesforce account. Choose the Email field in your form.

#### [First Name](#first-name)

#### [Last Name](#last-name)

Enter the last name of the Salesforce lead.

#### [Phone](#phone)

Enter the phone of the Salesforce lead.

#### [Company](#company)

Enter the company of the Salesforce lead.

#### [Title](#title)

Enter the title of the Salesforce lead.

#### [Street](#street)

Enter the street of the Salesforce lead.

#### [City](#city)

Enter the city of the Salesforce lead.

#### [State](#state)

Enter the state of the Salesforce lead.

#### [Zip](#zip)

Enter the zip of the Salesforce lead.

#### [Description](#description)

Enter the description of the Salesforce lead.

#### [Custom Fields](#custom-fields)

Salesforce allows you to create custom fields*,* which allow you to store additional information when a lead is saved on your Salesforce account, such as their name, age, company info, and more!

To create a custom field, log into your Saleforce account and then navigate to 'Setup->Objects Manager->Lead->Fields and Relation'. Click on the 'New' button and follow the instructions to create your new field.

[![Create Salesforce custom field](https://www.tassos.gr/images/2025/02/salesforce-create-custom-field-1.png)](https://www.tassos.gr/images/2025/02/salesforce-create-custom-field-1.png)

Once you've created your custom field, note down the 'Field Name' column value as you will need it later in order to map this custom field to a form field.

[![Copy the custom field name](https://www.tassos.gr/images/2025/02/salesforce-create-custom-field-2.png)](https://www.tassos.gr/images/2025/02/salesforce-create-custom-field-2.png)

Lastly, within your Salesforce Web-To-Lead task > Custom Fields section, type your custom Field Name and select the form field to map to this custom field.

[![Map Salesforce custom field to form field](https://www.tassos.gr/images/2025/02/salesforce-task-map-custom-field.png)](https://www.tassos.gr/images/2025/02/salesforce-task-map-custom-field.png)

Note that if you're trying to map core fields of Salesforce Web-To-Lead and the field in your Lead is empty, then Salesforce requires a different syntax for some of the core fields in order to set a value to them. One easy way to find the correct syntax is by going into your Salesforce account > Setup > Home > search for "Web-To-Lead" > select the form fields to include into the form > generate the form and look into the HTML code. This will allow you to view the exact field name you'll need to use in Convert Forms. For example, while the LeadSource is the Field Name in Salesforce, the correct Field Name to use is lead\_source.

### [Add Conditional Logic](#add_conditional_logic)

Conditional logic makes it possible to run tasks only if specific criteria are met, like a user’s email address matching a certain domain, the user being associated with a certain Joomla User Group, or a form submission having a specific value.

While editing the Salesforce Web-To-Lead task, go to the **Setup Action** step and scroll down to the Conditional Logic section to set up Conditional Logic. Here's where you define all the rules the task should meet to run.

For example, let's say we need to sync submissions to Salesforce, only if the email is coming from a specific domain: **@domain.com**.

1. Click to enable the **Run this task when certain conditions are met**.
2. Click **Add Your First Condition**.
3. Select the **Email** field in the **Trigger** dropdown.
4. Select **Contains** in the **Operator** dropdown.
5. Enter **@domain.com** in the value. Replace this with your domain name.

The condition should look like this:

![Salesforce Task Conditional Logic Example](https://www.tassos.gr/images/cf-tasks-conditional-logic-example.png)

You can read more on Conditional Logic on the [Working with Tasks](https://www.tassos.gr/joomla-extensions/convert-forms/docs/working-with-tasks#conditional_logic) documentation page.

### [Activate Task](#activate_task)

The final step is to enable our task. To do so, click the toggle on the dialog’s top right corner, as shown in the screenshot below.

![cf tasks salesforce web to lead enable task](https://www.tassos.gr/images/2025/02/cf-tasks-salesforce-web-to-lead-enable-task.png)

Finally, click **Save** to save the task, close the dialog, and then click **Save** from the top right corner of the form builder to save the changes on the form.

**Congratulations!** You’ve successfully created a form that syncs new submissions to the Salesforce Web-To-Lead email marketing service!

## [Frequently Asked Questions](#faq)

### [How can I view my leads?](#view_leads)

To view your leads on SalesForce, you can navigate to the *Leads* menu item on your SalesForce account and click on the arrow right next to the menu item. A list wil appear where you can click on *My Leads*. This will take you to a page where you can find all your leads.

 Salesforce Integration is available in Pro  Unlock this and dozens of other powerful features by upgrading to Convert Forms Pro.

 [ Unlock this feature ](https://www.tassos.gr/joomla-extensions/convert-forms/subscribe)

 Last updated on May 12th 2025 18:05

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