This module allows you to input a lead into SalesForce using the information submitted from a lead or user form within ppSD2.

Follow these steps to integrate ppSD2 with SalesForce:

Activate the Module

• Activate the SalesForce module from "SETTINGS" > "MODULES"
• Input your organization ID and select the fields you wish to send to Salesforce.

Create the Custom Action

• Create a custom action from "SETTINGS" > "ADD A CUSTOM ACTION"
• Apply these settings:
• Name: Salesforce Integration
• Type: PHP Code Inclusion
• Trigger: "Registration Complete" or "Lead Generated"
• Note: if you need both, you can create 2 separate custom actions
• File Location: Currently on server
• Absolute Path to File: /full/path/to/ppSD2/modules/salesforce.php
• If you want to limit when information is inputted into Salesforce based on either a purchased product or form used, do so under the "Product or Registration Form" section of the screen.
• Click on "Create Custom Action"

Setup Within SalesForce

Setting Ownership

The program should now be communicating will Salesforce when a form is submitted. If you are not seeing leads in Salesforce, please be sure that the "ownership" is being set to the correct staff member. This can be done within SalesForce by going to "Setup" > "Customize" > "Leads" > "Web-to-Lead" > "Default Lead Creator". Also ensure that the "Web-to-Lead Enabled" checkbox is ticked.

Field Names

Please note that the field names sent by ppSD2 need to exist within the SalesForce database. The following standard fields in ppSD2 are covered in salesforce:

• address_line_1
• address_line_2
• city
• state
• zip
• country
• phone
• fax
• email

For additional fields, you need to ensure that the "API Name" matches the ppSD2 field name.

Creating custom fields in SalesForce

Within Salesforce, fields can be created from "App Setup > Customize > Leads > Fields".

Last updated on 11 August 2011 12:11pm