Unfortunately, the username and password you have entered do not match!

Registration

Unfortunately, this username is already taken!

Unfortunately, this e-mail address is already used!

Please retype the verification code.

All fields are required

08 Sep 2010

How to capture Salesforce leads with RSForm!Pro

Posted by. Mihaela This article was posted in RSForm!Pro Tagged with Salesforce , forms , plugins
HomePrintE-mail

RSForm!Pro integration with SalesforceThe Salesforce Integration is one of the many hot new features added in RSForm!Pro 1.3.0.

With the RSForm!Pro component and the Salesforce plugin you will be able to pass users data from the form submission to your Salesforce account as leads.

Requirements:

To integrate RSForm!Pro with your Salesforce account you need to have installed on your website and enabled the RSForm!Pro Salesforce Web2Lead Plugin.
The plugin can be downloaded from your RSJoomla! account, in the Customer Downloads area.

Salesforce integration example

Suppose that you offer on your website, a free sample to your visitors.
Basically, a Joomla! form collects data about your potential customers in exchange of the sample data.
The users interested in downloading the sample represent the so called leads, an important marketing metric.

custom Joomla! form

After form submission, the user details are passed by the RSForm!Pro Salesforce Web2Lead Plugin to your Salesforce account and converted in leads.
Salesforce monitors these leads for marketing purposes, to determine the percent of leads converted into customers.

Let’s see how!

Step 1:

First of all, in the backend Joomla! panel, use the RSForm!Pro component to create a form that collects user information.

More info about creating forms

Step 2:

Install the RSForm!Pro Salesforce Web2Lead Plugin using the default Joomla! installer.

Extensions >> Install/Uninstall >> Browse the salesforce.zip package >> Upload.

Step 3: Configure the Salesforce plugin

After installing the Salesforce plugin, head to “Manage forms” and click on the new created “Salesforce integration” tab.

Salesforce integration tab

3.1 Enable “Use Integration” option to be able to use the plugin.

3.2 Add the “Organization ID”: the ID can be found in your Salesforce account, in the Setup tab >> Administration Setup >> Company Profile >> Company information >> Salesforce.com Organization ID

Notice:

When the “Organization ID” field is left blank, the lead isn’t recorded in your Salesforce account.

Salesforce Setup tab: Salesforce setup tab

Salesforce Organization ID: Salesforce organization id

3.3 Enable debugging mode to be able to receive emails with the leads URL.

3.4 Add the Debug Email: this is the email where Salesforce is sending the leads URL.

Configure the Salesforce plugin from RSForm!Pro

3.5 Add user data placeholders

RSForm!Pro automatically creates the corresponding placeholders for each form field.
Clicking on a field will display a list of available placeholders (these can also be typed in).

Lead Source:

In case of the lead source, Salesforce uses 11 preconfigured values: traditional marketing sources (e.g. Employee referral, Trade show ) and inbound marketing sources (e.g. web).

In the above form example, a dropdown component displays all 11 leads sources from the Salesforce account. We’ve used a placeholder to replace in your Salesforce account, the lead source with the user input value.

e.g. The form field How did you heard about us has the corresponding placeholder {How did you heard about us:value}

For users that prefer video tutorials, visit our RSForm!Pro TV channel and watch
Episode 32: Using RSForm!Pro and Salesforce to create new leads



Gravatar
Twan van Zeeland (17.09.2010 (04:39:49))
Salesforce Yes No Hi,

We have our own online lead software we want to use for our customers.
Is it possible to use/modify the salesforce plugin for our software ?

sincerely
Twan van Zeeland
Coach
Quote
http://www.coach.nl
Gravatar
Alexandru Plapana (20.09.2010 (07:16:15))
@Twan Yes No Hello,

It really depends on your software.... and how it accepts the data passing. Once you have a RSform!Pro license, you will also have access to the salesforce plugin and its source code.
Quote
http://www.rsjoomla.com
Gravatar
David Burger (23.09.2010 (04:03:07))
Salesforce Yes No Is there a way to add additional fields. And if so, which file needs to be modified?Quote
Gravatar
Mihaela (23.09.2010 (04:22:27))
Yes No @David,

The Salesforce custom fields are on our TO DO list and we'll include them in the next RSForm!Pro revision.
Quote
Gravatar
Michael Cutuli (23.09.2010 (08:22:30))
we use ringlead instead of salesforce Yes No they don't support socket connection, we have to submit data via action post, as an http or https.

Could you help me with code modifications?
Quote
http://www.lrn.com
Gravatar
Alexandru Plapana (29.09.2010 (08:13:53))
@Michael Yes No Unfortunately we are not providing customizations, but i ca point you in the right direction. You will actually have to use a silent post method as changing the action of form will affect is functionality:

http://www.rsjoomla.com/customer-support/documentations/34-custom-scripting/83-silent-post.html
Quote
http://www.rsjoomla.com
Gravatar
Chris Ryckeley (31.01.2011 (13:32:37))
error installing salesforce plugin Yes No Fatal error: Call to undefined method RSFormProHelper ::isj16() in /var/www/administrator/components/com_rsinstaller /install.rsinstaller.php on line 16

Any Ideas why I am getting this error on install?

Chris
Quote
Gravatar
Paul Gutch (15.05.2011 (22:14:06))
@Chris Yes No Quote :
Fatal error: Call to undefined method RSFormProHelper ::isj16() in /var/www/administrator/components/com_rsinstaller /install.rsinstaller.php on line 16

Any Ideas why I am getting this error on install?

Chris


Did you figure this out? I'm also getting the same error.

- Debbie
Quote
Gravatar
Alexandru Plapana (16.05.2011 (02:15:18))
@Tyrone Yes No Hello,

This is generated because your are using a rather old RSform!Pro version. Please update to a more recent version of RSform!Pro (above revision 35).
Quote
http://www.rsjoomla.com
Gravatar
David (04.09.2011 (19:42:25))
Country Field 1 Is it possible to pass the "Country" field from a RSFormPro into the address field in Salesforce.com?

I cannot find the unique ID for the Country field in Salesforce the way I found it for custom fields.
Quote

Page 1 of 2

1000 Characters left

Antispam Refresh image Case sensitive

Contact us
Feedback