This plugin works with the Pixel & Tonic Contact Form plugin. When visitors post to a contact form, their submission is sent to the Salesforce account indicated in the Craft general configuration file. A Lead is created in the indicated Salesforce account with the name, email, message, company and some other fields mapped from the contact form when the visitor submits the form.
Plugin settings allow you to:
NOTE: Solspace can assist with customizations to this plugin, as well as create additional Salesforce integration functionality. Just contact us!
The latest version of Salesforce Lead is 1.0.0. The chart below shows the current technical requirements and compatibility for the latest version of Salesforce Lead.
Setup and configuring:
Copy the sample API configuration settings below into the ./craft/config/general.php file. Update the settings in that array to match those of your Salesforce account:
'salesforcelead_api_test_mode' => 'n', 'salesforcelead_api_provider' => 'salesforce_soap', 'salesforcelead_api_user' => 'YOUR SALESFORCE EMAIL USERNAME', 'salesforcelead_api_password' => 'YOUR SALESFORCE PASSWORD', 'salesforcelead_api_security_token' => 'YOUR SALESFORCE SECURITY TOKEN'
If you are testing against a Salesforce sandbox account, make sure to set salesforcelead_api_test_mode to y.
Need help with an implementation of Salesforce Lead? Need Salesforce Lead to do more? We're available for hire!
If you're interested in any of the above services, or have questions about them, fill out the form below to begin our conversation!