Drupal Salesforce-integrated Contact Form: Specific Use Case
As discussed, for the contact page, I want the following fields automatically submitted through to the LEADS tab in Salesforce:
1. Company Name
2. Contact Name (First Name and Last Name – 2 fields)
3. E-mail Address
4. Phone Number
5. Address (Address, City, State, Postal/Zip code, Country)
6. Additional comments box (optional)
I can add any field to Salesforce so let me know if you need me to do that.
Under the contact page I only want a SUBMIT button, NO reset or clear button. I’d like to ask as few questions as possible on the initial contact page and also have this page submitted before anyone can view a demo online (I believe this was already happening). These fields would be loaded into Sales force and tell me from what page they came from before they submitted the request as well as what keyword search they did to get to our website. I’m thinking I’d like to have a follow up questionnaire form right after information is submitted but we’ll discuss that once this Salesforce integration is a little further along.
My notes back:
This is great. I did have one quick question you may be able to help me with-- as I look for a way to set the Lead Source programmatically from Drupal, it would help if I could confirm that there's a way to define additional lead sources through the user interface. Do you know of a way?
Alternatively we just leave the Lead Source as Web and create a custom field to record what landing page (or other page) that the lead was generated from.
And then an additional field (ideally a multiple value field) should be available for Drupal to provide what search terms people may have used to find the site and page.
On that note did you see the recent announcement of Salesforce and Google integration? I don't see where it does anything new or exciting with Adwords or Analytics, however.
What I'm wrestling with now is how should this form, which will ideally be admin-configurable, be implemented? I'm not so sure a CCK content type is the way to go anymore. It was my first choice because it's the standard, but it seems a bit overkill.
Could something like Webform be a much better candidate for Salesforce integration?
Or should we just make a custom form, that maps to the Salesforce fields by hand, but allows for the administrator to to turn on or off which ones show on the form?
Resolution
Update and Conclusion: Our Salesforce module allows the matching of Webform fields to Salesforce object fields. It works quite nicely!
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