API access in Salesforce

To connect your Salesforce account with Zoho Forms, your Salesforce administrator should enable API access for you.

To use Salesforce API, your organization must be on one of the following 4 editions (the API is enabled by default):

Enterprise Edition
Unlimited Edition
Developer Edition
Performance Edition

Enabling API access in Salesforce by Profile

Click Setup.
Click Manage Users > Profiles.
Click Edit next to the specific Profile.
Scroll down to Administrative Permissions and select API Enabled.
Click Save.

Enabling API Access in Salesforce by Permission Set

Click Setup.
Click Manage Users > Permission Sets.
Select the specific Permission Set.
Click System > System Permissions > Edit.
Select API Enabled.
Click Save.

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Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

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Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

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Quick Links	Workflow Automation	Data Collection
Web Forms	Retail	Online Data Collection Tool
Embeddable Forms	Banking	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Forms for Solopreneurs
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel	Features for Order Forms
Prefill Forms	Non-Profit	Forms for Government
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms	Insurance
Drag & drop form builder
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms	Wufoo alternative	Encrypted Forms
Accessible Forms	Typeform alternative	Secure Forms
		WCAG

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