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RhymeDigital / contao_rhyme_salesforce

A Contao CMS extension that integrates with Salesforce
GNU Lesser General Public License v3.0
1 stars 2 forks source link

What does this? #1

Open stefanschleich opened 9 years ago

stefanschleich commented 9 years ago

Hey there,

I'm looking for a Salesforce integration for one of our clients. I've just attended a demo of Web-to-lead, but this means to replace our existing Contao forms with the ones Salesforce provides. Do not want.

Does your extension create Salesforce-Leads upon form submission? What has to be done to map the form fields to Salesforce? What type of account is needed at Salesforce to get the Soap-API access used by your extension?

I have a feeling that this is what i need, but I am new to Salesforce and don't fully understand what your extension does :)

adamffyl commented 9 years ago

Hi, and thanks for your questions. This extension maps Form Generator forms to Salesforce Accounts, Cases, Contacts, and Leads. The form fields are mapped by selecting the Salesforce field from a drop down menu. I'm not exactly sure what account is needed, but we haven't had any issues so far. This is provided as-is but we love to get feedback, and will do our best to provide fixes and minor improvements. Please let us know if this works for you, we'd like to hear how others are using this too. Thanks!

stefanschleich commented 9 years ago

Thanks, Adam!

This sounds good. I'll check with my client and give it a try.

niebuhrhood commented 8 years ago

Hi, how did you manage to build up connection to salesforce? We like to use it, but we can't choose any field in the form generator.

Contao 3.5.6 rhymedigital/contao_rhyme_salesforce dev-develop

We saved an API config with API alias, Username, Pw, Token The setup with the WSDL files is not clear, which WSDL.xml file is the correct one? enterprise, partner, etc...

It must be a local relative directory? TL_ROOT/WSDL/partner.wsdl.xml

In form settings we have "Use Salesforce API" checkbox checked, our API config selected and chosen a Salesforce-related object "Lead". In a form element we can't select any Salesforce field.

Any idea?

adamffyl commented 8 years ago

The Custom WSDL path can point to any absolute URL—I don't believe it's a relative path. I typically leave this empty and use the one that comes with it, which I believe is using Enterprise (this allows for better custom Salesforce fields if I remember correctly). Once the API username, pw, and token are correct (and optionally the WDSL), you should get a list of fields from which to map your Form Generator fields. If not, please let me know and I'll try to assist you when I get more time. Thanks!

niebuhrhood commented 8 years ago

No, it doesn't work. There are no error messages in the logs. My client likes to use it, so maybe we can get support via email or PM?

adamffyl commented 8 years ago

Ok, I'll email you in a minute.