# Salesforce







Surface Forms integrates with Salesforce to automatically create and update contacts, opportunities, and other objects from your form submissions.

## Integration Steps [#integration-steps]

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    <img alt="Salesforce Integration Setup" src="__img0" />
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1. Navigate to the **Workflow Builder**
2. Add any Salesforce action and click **Connect**
3. Log in to your Salesforce account when prompted
4. Authorize Surface Forms to access your Salesforce data

## Setting Up Workflows [#setting-up-workflows]

1. Go to **Workflow Builder** from the sidebar
2. Click "Create workflow"
3. Select source:
   * Choose "Surface forms" as source
   * Select your form
   * Choose trigger type (Finished/In Progress/Dropped Off)
4. Add Salesforce action:
   * Click "+ Actions"
   * Select "Salesforce" from the actions list

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         <img alt="Salesforce Actions Selection" src="__img1" />
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## Available Actions [#available-actions]

1. **Create Contact:** Create a new contact in Salesforce from form submission data. Map form fields to Salesforce contact fields.
2. **Create Opportunity:** Generate a new opportunity and associate it with contacts. Set opportunity details from form data.
3. **Create Account:** Create a new account in Salesforce from form submission data.
4. **Get Owner:** Retrieve a Salesforce user by email address.