glos / myglos

Repository for MyGLOS (GLOS Data Portal)
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Reroute portal feedback/contact forms to GLOS CRM #192

Closed tslawecki closed 6 years ago

tslawecki commented 6 years ago

Per Becky,

We are implementing a Saleforce-based CRM, and we would like to get all those who contact us via the Data Portal or the GLBuoys feedbacl forms integrated into Salesforce. Attached are the code for both data products. I hope it isn't too much trouble to reformat these forms. Let me know if you have any problems.

For the portal forms, the intent is to transmit the form information to the CRM using new HTML based on the attached; the CRM will then send on appropriate e-mails. @kknee, could you have someone look at the attachments and assess LOE?

html.zip

kknee commented 6 years ago

@tslawecki - @gitchrisadams is looking at this.

It's difficult to assess effort until he can test locally with the saleforce endpoint. It hits this endpoint: https://webto.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8 Chris has some local code to test, be we don't want to be sending data to salesforce crm if it will cause issues. Is there a test endpoint? Also to see if it actually gets to salesforce, we would need some way to view the sales force data, such as a login or someone to check for us whether data is coming through.

kkoch commented 6 years ago

@kknee @gitchrisadams From Kristin: We are trying to get our contact forms to play nice with Salesforce. The one on the portal does not, so I have some code for you to use so it will. Let me know if you have questions, I'll connect you with our Salesforce consultant. (@kknee I've also forwarded the email to you)

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kknee commented 6 years ago

This is working on dev.

kkoch commented 6 years ago

Message to Kristin & Becky to see if we are good to close this.

kkoch commented 6 years ago

From Becky >the leads are getting populated from the portal, the glbuoy feedback form and the general web contract form. So, it looks like you can close the issue in github.