Managing web forms

Prerequisites

Integration with web forms (like forms capturing cases or leads) works correctly only if all the preliminary steps are complete and configured correctly. Please go through this list of prerequisites before you register a web form in Salesforce:

1. Create a Web-to Lead form

2. Create a new Salesforce service

3. Create a new Border integration

4. Create an empty Border Configuration and save its details

5. Create an authentication provider

6. Register remote sites

7. Register named credentials in a Salesforce organization.

Configuring register form

This functionality allows you to register a web form and handle payloads with regulated data submitted through web forms (for example, Web-to-Lead or Web-to-Case). Regulated data goes through Border, so you need to create an empty Border configuration and then push the field configuration (redaction strategies for regulated fields) from the Salesforce package.

1. Open the package settings.

2. Locate the Register Form block.

3. Fill out parameters for registering a web form, as follows:

   • Salesforce Object – displays the list of objects with redacted policy with at least one PII field.

   • Form Path – displays the type of request: POST, GET, UPDATE, PATCH + URI path to form.

   • Synchronization endpoint - URL to the Portal endpoint where the configuration will be submitted.

   

4. Click Register to update the empty Border configuration you created on the InCountry Portal.

Upon the successful update of your Border configuration, you will see the following message.