Using Sales Force form in AEM as cloud | Should we do integration ? |AEM sites | Sales force Forms

[georhe6]

Hi Team,
AEMasCS -Sites

We have received a Salesforce form from the business team and were asked to add it to AEM. Our initial analysis suggested using the Embed component to include the form. However, we're considering whether that's the best approach or if we should use Connected Apps instead. This is part of a migration from another CMS to AEM. The business team mentioned that the previous CMS did not have any backend configuration and that they simply used Salesforce forms directly. Given this, what would be the most appropriate way to handle this in AEM?

Geo

[ShivamKumar]

Hi @georhe6 ,

According to my understanding, since the business previously used Salesforce forms by embedding them directly, the best approach in AEMaaCS is to use the Embed Core Component to insert the form using an iframe or script. This replicates the old behavior, requires no backend integration, and avoids the complexity of setting up a Salesforce Connected App.

[SantoshSai]

Hi @georhe6,

Given that the business team previously used Salesforce forms directly without any backend integration and the form submissions were handled entirely by Salesforce, the most appropriate and straightforward approach in AEM would be to use the Embed component to include the Salesforce form (usually via iframe or script snippet as @ShivamKumar suggested).

This approach has several advantages:

• No need for backend configuration in AEM.

• Form data flows directly into the existing Salesforce setup, preserving existing workflows.

• Minimal development effort - quick to implement and maintain.

I recently implemented this approach in a live project here: https://www.epcor.com/ca/en/ab/edmonton/account/meters/meter-reading/submit.html The previous CMS also embedded Salesforce forms directly, and we replicated that setup in AEM using the Embed component. It worked seamlessly and kept all Salesforce processes intact.

Connected Apps would be more applicable if you're building custom forms in AEM and need secure, backend-driven data transfers (eg. via REST APIs or for handling authentication).

An even bigger advantage in your case is that the form data continues to be stored in your existing Salesforce environment without any disruption.

Hope that helps!

[kautuk_sahni]

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