msun
New Creator

Form Connectors

Hello,

I am looking for an updated explanation of how to create and manage form connectors. I am attempting to integrate with Salesforce. The existing documentation is out of date and doesn't match the current version of the CMS, making it not very useful:

https://community.crownpeak.com/t5/Editing-Content-in-the-CMS/WCO-Form-Connectors/ta-p/1023

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EdwardChan
Crownpeak Employee
Crownpeak Employee

Re: Form Connectors

The PDF found on https://community.crownpeak.com/t5/Editing-Content-in-the-CMS/WCO-Form-Connectors/ta-p/1023 is still relevant as the WCO interface has not really changed. In the CMS, if you navigate to WCO > Settings, the screenshots from the PDF should look the same as we have today and you would need to create your connectors from here. Once the connectors are created, you can include them from the Form Builder. See attached. The connector you've created under WCO > Settings should show up in the "Connectors" dropdown under the Rules tab. 

 

 

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