Step 4 - Setup Action Form

Once you have the Salesforce username, password and security token, you can proceed to setup Action Form. The Salesforce integration is provided as an add-on that can be purchased from DNN Store. So you will need to already have Action Form on the server before installing the Salesforce add-on. You can install both packages from Host > Extensions.

In this guide we will create two simple forms: one to create a Lead and one to query some data from Salesforce.

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