SALES: Integrations - Salesforce CRM (storing data)

User Story

As a web administrator, I want to activate the integration between dotCMS and Salesforce CRM without any coding by simply dropping API keys, setting some configuration parameters, and adding relevant data (such as the URL of my Salesforce instance).

As a marketer, I want to create (NoCode) web forms on my website(s) to capture lead data and store the data directly in Salesforce CRM.

As a marketer, I want to create a web form (NoCode) that I can (re) use on my dotCMS-powered websites, landing pages, etc.

As a marketer, I want to be able to map dotCMS content type fields of my form onto Salesforce CRM fields for the appropriate object: Leads, Accounts, Opportunities) in a NoCode and intuitive fashion within the dotCMS UI and without having to go elsewhere (Third Party app, Salesforce).

As a marketer, I want to place the web form while in Edit Mode and via the Content Palette on my page in the appropriate container.

As a marketer, I want to push publish my updated page and start collecting web form data

Acceptance Criteria

Ability to activate a Salesforce CRM <> dotCMS integration via dotCMS APPS by dropping API keys and potentially adding relevant parameters (like URL of the Salesforce instance, user name, and password) in a slick UI and all without coding.

Ability to create a re-usable web form (NoCode)

Ability to map dotCMS fields onto Salesforce fields for specific objects (Leads, Accounts, Opportunities)

Ability to add the re-usable form via the content palette in Edit Mode onto my page

Proposed Objective

Sales

Proposed Priority

Priority 1 - Show Stopper

External Links... Slack Conversations, Support Tickets, Figma Designs, etc.

Documentation on how Optimizely does the integration with Salesforce CRM can be found here: https://support.optimizely.com/hc/en-us/articles/7841448143885-Salesforce-connector-CMS-12-

Assumptions & Initiation Needs

No response

Sub-Tasks & Estimates

### Tasks
- [ ] Need to define integration requirements around Salesforce; specifically pulling content fields over to match up to dot CMS users. @damen-dotcms
- [ ] Need to define integration requirements around DAM. Need to be able to browse, search, and select assets from external DAM and link to it from dotCMS UI. @damen-dotcms

dotCMS / core