RSForm Pro, Salesforce.com

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TOPIC: RSForm Pro, Salesforce.com

RSForm Pro, Salesforce.com 2 years ago #10432

Gregory Banig
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Fresh Boarder
Posts: 1

Hi,

I am looking to integrate rsforms pro with the CRM system, Salesforce.com. Salesforce.com receives website forms via a function called Web-to-Case. The web-to-case function passes the form information from the website to Salesforce.com.

The attached document "Sample Web to Case.html" shows the code for a Salesforce.com Web to Case form.

I am using a script in the RS Forms setup ("Script called after form has been processed') that process the required form action.

Some information is being passed to Salesforce.com, but not all information is being passed.

Specifically, Drop-Down fields and Checkbox fields are not passing.

When I look at the code for how both checkboxes and dropdowns are rendered I see an example like the following:

name="form[origin][]" id="origin"

A text box field does not have the extra set of brackets. Those fields are displayed as

name="form[origin]" id="origin"

Any thoughts on how I could add a script to get fields to pass correctly? How could I remove the extra [] form being in the code?

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Re:RSForm Pro, Salesforce.com 1 year, 8 months ago #11339

Guillermo Vargas Valencia OFFLINE Fresh Boarder Posts: 2	Hello Greg, Did you manage to effectively submit to SalesForce ? Can you please share your code, i am trying to do the exact same thing.
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Re:RSForm Pro, Salesforce.com 1 year, 8 months ago #11343

Andrei Cristea NOW ONLINE Moderator Posts: 511	Hello, We have added an integration between RSForm!Pro and SalesForce when we released revisions 30. You can read more about this in the following article: www.rsjoomla.com/joomla-plugins/rsform-p...eb2lead-service.html
	Please note: my help is not official customer support. To receive your support, submit a ticket by clicking here Regards, RSJoomla! Development Team Reply Quote

Re:RSForm Pro, Salesforce.com 1 year, 8 months ago #11366

Guillermo Vargas Valencia
OFFLINE
Fresh Boarder
Posts: 2

Problem is the plugin only supports some limited predefined fields: first name, last name, lead source, title, company, email, phone, street, city, state and zip.

We would like to submit to salesforce some rsform custom fields as well, and this actually seems to be possible and not so hard, given the provided "web2lead" and "silent post" tools available.

But i just cant figure out how to addapt the provided "web2lead" SF custom provided form, to a "Script called after form has been processes" in order to Silent Post to SalesForce the provided form data

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Re:RSForm Pro, Salesforce.com 8 months, 3 weeks ago #14642

Robert Magaletta OFFLINE Fresh Boarder Posts: 1	Does the same plugin for web2lead work with web2case in Salesforce?
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Re: RSForm Pro, Salesforce.com 8 months, 2 weeks ago #14703

Brian Pozar
OFFLINE
Fresh Boarder
Posts: 1

I am trying to integrate this with Web to Case as well. I have changed the code in rsfpsalesforce.php so that the first header line is:

$header = "POST /servlet/servlet.WebToCase?encoding=UTF-8 HTTP/1.0\r\n";

instead of:

$header = "POST /servlet/servlet.WebToLead?encoding=UTF-8 HTTP/1.0\r\n";

This works to an extent. The problem is that the debugging email I get back from salesforce says:

"We could not create this case due to an INVALID ORGANIZATION ID — The organization id submitted from the Case Capture Page is invalid: {0}."

I have triple checked the org id and it is correct. I have tried passing it with and without quotes. It seems that some syntax is off somewhere but cannot determine where.

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Re: RSForm Pro, Salesforce.com 5 months, 3 weeks ago #15532

Peter Konstantakos OFFLINE Fresh Boarder Posts: 5	Have you found a solution to this yet? Would you mind sharing it? Thanks
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Re: RSForm Pro, Salesforce.com 1 month, 4 weeks ago #16869

Darren Peterson
OFFLINE
Fresh Boarder
Posts: 4

I have found a solution. The reason this error is showing is because Web2Case uses the parameter "orgid" for the organization id, whereas the web2lead plugin uses the parameter "oid" to specify the organization id.

You can update the code to make this work:
on line 129 of the file PLUGINS > SYSTEM > rsfpsalesforce > rsfpsalesforce.php

change the value "&oid=" to "&orgid="

I have created a new plugin for the Web2Case feature and I am testing it now. I will share once it has been tested.

Regards,
Darren

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Re: RSForm Pro, Salesforce.com 5 hours, 1 minute ago #0

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