Account Engagement Form Handler Creation and Testing

Best Practice

Overview

Account Engagement (formerly known as Pardot) helps streamline sales and marketing efforts when combined with Salesforce. As a Salesforce Consulting Partner, we leverage our expertise to optimise these integrations for your business. One of the key functionalities is the use of Form Handler.

Form Handler is a helpful tool in connecting external forms to Salesforce Account Engagement. This article will:

Explain what a Form Handler is;
Demonstrate how to create a Form Handler;
Demonstrate how to test the Form Handler.

What is a Form Handler?

Account Engagement Form Handler can integrate an existing form on your website with Account Engagement.

Imagine the Form Handler as a bridge between the existing form and the Account Engagement Form; once the visitors/prospects submit the form on website, the handler will help map the fields to the Salesforce and create the Leads for users to engage.

How do we create a Form Handler?

Make sure the field(s) that require filling and mapping are ready. Otherwise, create custom fields in Salesforce and/or Account Engagement on the relevant objects and map them first.
Go to Content > Form Handler> Add Form Handler
Enter the Name, Folder and Campaign
If needed, provide a specific Success Location by pasting the URL (usually a Thank You page)
Add Completion Actions if needed
Under Form Fields, click “Add New Fields” and the enter the External Field Name, the Account Engagement field you need to map to and the field type. Uncheck the “required” checkbox unless required.
Click “Create Form Handler” at the bottom.

How do we test if a Form Handler is working?

Copy the Endpoint URL on the Form Handler created
Paste it on a browser and edit the URL by adding
1. Question mark (?)
2. email=(prospect email)&
3. External Field Name (if it is more than 1 word, put underscore in between words, e.g. last_name)
4. Equal sign and then the value of the field that needs to be captured
5. If there are more fields and values, put “&” before repeating (c) and (d)
Press enter and you should be redirected to the Success Location page if configured
Go to the relevant prospect in Account Engagement and check if the mapped field(s) have the value input

Here is an example where the prospect we want to test:

1. Has an email “test@adaptal.com.au”
2. Feedback = Good
3. Current Status = Negotiation

https://go.sampleclient.com.au/l/1077692/2024-08-21/32vyhq?email=test@adaptal.com.au&Feedback=Good&Current_Status=Negotiation

Conclusion

Creation of Form Handler provides great flexibility especially when users / clients already have existing web forms. This way they do not have to build new forms to substitute the existing ones.

CONTACT US

Email : Success@adaptal.com.au

Melbourne (Head Office) : 2/15-17 Pakington St, St Kilda VIC 3182

Taipei : 110, Taiwan, Taipei City, Xinyi District, Songren Rd, No.97

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Adaptal acknowledges the Traditional Owners and Custodians of the land on which our Melbourne office is based, including the People of the Eastern Kulin Nation, the Boonwurrung and the Wurundjeri People, and pay our respects to their Elders past, present and emerging. Being an organisation with national reach, we further extend our respect to all the Traditional Owners and Custodians across Australia.