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:
Create a Web-to Lead form
Create a new Salesforce service
Create a new Border integration
Create an empty Border Configuration and save its details
Create an authentication provider
Register named credentials in a Salesforce organization.
Configuring register form
note
This functionality requires the configured OAuth connection to the InCountry platform. The package operating on the basis of certificates does not support this functionality.
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.
Open the package settings.
Locate the Register Form block.
Fill out parameters for registering a web form, as follows:
Salesforce Object – displays the list of objects with the redaction regulation policy applied at the object level and configured at least one protected field. Salesforce objects with data regulation policies at the record level are not displayed.
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.
Click Register to update the empty Border configuration you created on the InCountry Portal.
note
To see the JSON configuration, you can click the Preview Configuration button.
Upon the successful update of your Border configuration, you will see the following message.