> ## Documentation Index
> Fetch the complete documentation index at: https://fillout-005a867b-dependabot-npm-and-yarn-form-data-4-0-6.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create a Salesforce form

> Add or update your Salesforce records with a Fillout form. Embed your forms or share them anywhere via link or QR code.

## What is Salesforce?

[Salesforce](https://www.salesforce.com/ap/?ref=filloutforms-helparticle) 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.

## Video tutorial

<iframe class="notion-asset-object-fit" src="https://www.loom.com/embed/c9e1d9e4470446fb97501d31b843c472" title="iframe video" frameborder="0" allowfullscreen loading="lazy" scrolling="auto" width="100%" height="420" />

## How it works

<Steps>
  <Step title="Connect your form to Salesforce">
    On the form editor, click `Integrate` on the top menu followed by `Salesforce`.

    <img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-form-data-4-0-6/n9ebohD05VHZJ-H5/images/Screenshot2025-11-11at4.37.01PM.png?fit=max&auto=format&n=n9ebohD05VHZJ-H5&q=85&s=7c3bbe1fff1c5c970f551f2b88450c53" alt="Screenshot 2025-11-11 at 4.37.01 PM.png" width="2621" height="1439" data-path="images/Screenshot2025-11-11at4.37.01PM.png" />

    Click `Connect to Salesforce` to sign in with your Salesforce account. Then, choose an **object** where you would like to store responses to.
  </Step>

  <Step title="Map your form fields">
    After finishing the setup, Salesforce fields will automatically appear as Fillout fields on the form editor. Simply drag these to your form from the left-hand panel.

    <img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-form-data-4-0-6/n9ebohD05VHZJ-H5/images/Screenshot2025-11-11at4.51.19PM.png?fit=max&auto=format&n=n9ebohD05VHZJ-H5&q=85&s=2b45e4c04c81dfe7288f1e0da08d10fb" alt="Screenshot 2025-11-11 at 4.51.19 PM.png" width="2620" height="1442" data-path="images/Screenshot2025-11-11at4.51.19PM.png" />

    <Tip>
      To [update your Fillout form](https://www.fillout.com/help/additional-integration-mappings#updating-fields-and-options) after editing your Salesforce object, click <Icon icon="arrows-rotate-reverse" size={12} /> on the left-hand panel.
    </Tip>

    Alternatively, you can go to the Salesforce connection in the `Integrate` page and [manually map](https://www.fillout.com/help/additional-integration-mappings#how-to-map-fields-manually) them. `+ Add new` Salesforce on the left and select the corresponding Fillout field on the right.

    <img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-form-data-4-0-6/n9ebohD05VHZJ-H5/images/Screenshot2025-11-11at4.53.55PM.png?fit=max&auto=format&n=n9ebohD05VHZJ-H5&q=85&s=484019c89497902d9d480be54f8942be" alt="Screenshot 2025-11-11 at 4.53.55 PM.png" width="2142" height="1026" data-path="images/Screenshot2025-11-11at4.53.55PM.png" />
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Info>
  The Salesforce integration is available on the **Team** and **Enterprise** plans. Learn more about the [Team plan](/team-plan).
</Info>

## Connect to a salesforce sandbox

After selecting `Salesforce`, tick the `Connect to a sandbox organization` checkbox. Then, `Connect to Salesforce`.

<img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-form-data-4-0-6/O73a9Lw1a3atcmLD/images/Screenshot2025-05-09at4.39.55PM.png?fit=max&auto=format&n=O73a9Lw1a3atcmLD&q=85&s=66d910b8ce4613921f8251d7d3c8bf2e" alt="Screenshot of the Salesforce form creation page" width="2022" height="1410" data-path="images/Screenshot2025-05-09at4.39.55PM.png" />

## 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
74.220.48.0/24
74.220.56.0/24
```

## Update records from a form

You can also create a form that pre-fills with Salesforce data and updates an existing record when submitted. Check out [this guide](/salesforce-update-form).

## Related article

<CardGroup cols={3}>
  <Card title="Update Salesforce records" icon="arrow-rotate-right" iconType="solid" color="#FFC738" href="/salesforce-update-form">
    Edit existing records and pre-fill fields.
  </Card>
</CardGroup>