TOPIC:

Salesforce Export 3 weeks 14 hours ago #248980

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  • baxteda1
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I have setup Breezyforms to Salesforce using the advanced tab. It provides a variety of options on fields. I selected account. I tried some test records. I do not see in manage records that they show as exported to another platform.

How do I troubleshoot the connection between Breezy and Salesforce to see what was sent and any error messages?

I appreciate anything people know or have tried to see the Salesforce connection working as expected beyond setup of token and password. I think if the Salesforce piece works right in Proof of Concept it might be the option to purchase after. The rest of the requirements our team has seems to be satisfied. Thanks,

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Salesforce Export 2 weeks 6 days ago #249008

  • tihana.krivic's Avatar
  • tihana.krivic
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Hi,

did you put everything well in your form->Advanced->More options->Salesforce (check enabled, fill token, username and password)?

Try to test this with small form (only one element).

Regards,
Tihana

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