By amariotti on

The College I work for is in the process of integrating the Salesforce.com (Customer Relationship Management) CRM into our college-wide processes. I am currently developing a new & improved site using Drupal for the college that needs to go live with the CRM for a number of reasons. Salesforce supplies HTML code to embed an HTML form that feeds right into the CRM (a Lead form). While this is super simple it doesn't allow as much control as I would like.

Here's what I'm hoping to have... I would create the form through the webform module just like I would any other form. When the form is submitted it will save into the Drupal database but also into my Salesforce.com instance. The advantages being CAPTCHA Control, field validation, and a better interface to manage the form.

Anyone have ideas? I've been in contact with someone on the forums that claimed to have a functional version of it but haven't heard a final word from him yet. The salesforce module works great with some cool features, but has been out of development for a year. Any ideas would be appreciated.

Comments

shankarr’s picture

shankarr commented

Hello!

The same can be easily achieved using the WebForms available in Zoho CRM.
Would suggest that you try using Zoho CRM to attain the desired goal.
It is straightforward and simple.

I work for Zoho CRM.

Shankar

amariotti’s picture

amariotti commented

Thanks for the reply. After glancing at the feature set I don't see anything talking about integration with Drupal. I noticed the Web 2 Lead forms (similar to Salesforce) but nothing else.

I may try out your software. Looks pretty good!

After reading your response I'm now thinking that webform should have a feature that would allow the admin to submit the submissions using the web 2 lead html generated from Salesforce or Zoho CRM.

Salesforce's looks like this:

<form id="webtolead" action="https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8" method="post">
--form elements here some with unique ids (id=...) and names (name=...)--
<input name="oid" value="UNIQUE-15-DIGIT-CODE" type="hidden" />
<input name="submit" class="subbtn" value="Submit" type="submit" />

I imagine that Zoho's is pretty similar. Might be worth a look though. Is there some way to embed these things into the settings of the webform that I'm not aware of? This could be really big for Drupal because Salesforce is huge, and it could also be big for any other generated html code from other apps.

kirtimansharma’s picture

kirtimansharma commented

Dear I m trying to use the web 2 lead feature for sales force. could you please elaborate on the process. the new webform saleforce module integrates only the enterprise version or ultimate version of sales force. I have a webform and I want to create leads from the submission of this webform into sales force. please help.

kirtimansharma’s picture

kirtimansharma commented

Dear I m trying to use the web 2 lead feature for sales force. could you please elaborate on the process. the new webform saleforce module integrates only the enterprise version or ultimate version of sales force. I have a webform and I want to create leads from the submission of this webform into sales force. please help.

redbox2000@drupal.org’s picture

redbox2000@drupal.org commented

I'm in a similar situation as you. Were you able to get it to work with the SF.com demo account, or is it actually a limitation of that account type?

Thanks ...
-martin.

----------------------------------------
...coding in circles.

amariotti’s picture

amariotti commented

Not sure what you're referring to. The demo account, from what I can tell (and have been told), is fully functional except for a few little things. There's also a dev account that you can get for free to use for stuff like this. I'd highly recommend it.

Are you looking for something similar to me with the Webform module integration?

amariotti

amariotti’s picture

amariotti commented

For anyone that's interested. This module has been created and is available on d.o:

Here is my post about it on g.d.o: http://groups.drupal.org/node/14250

And here is the module: http://drupal.org/project/salesforcewebform

ceege111’s picture

ceege111 commented

I have the salesforce module working fine but it does not work with a professional account, you have to have a "enterprise" account which is twice as much per login. I would expect that this one has the same requirement since it seems to use the APEX api. Anybody know?

Thanks

C.J.

amariotti’s picture

amariotti commented

Not sure on that one. I knew there was a difference between the Enterprise and Professional accounts but didn't know if it would effect this module or not. If that's the case then I'm guessing that the other Salesforce module won't work either. Is that the case?

obsidiandesign’s picture

obsidiandesign commented

The module uses the Partner API, which doesn't require an Enterprise account - it works with professional and development accounts as well.

amariotti’s picture

amariotti commented

Good to know!

chadwick wood’s picture

chadwick wood commented

Reading the Salesforce API it looks like you have to have a Developer, Enterprise, or Unlimited account to use the API...

acronym’s picture

acronym commented

Give it a try... If you need help i can assist with a test env

acronym’s picture

acronym commented

There is a catch... and with most salesforce things it involves money. The SalesforceWebform Module uses the API to submit info into SalesForce.com [SFDC]. The professional version of SFDC doesn't have API access unless you pay extra for it... i think it is and extra $180.00/yr. Dev, unlimited, and enterprise all contain access to the API. Call your SFDC rep and i am sure they would be more than happy to sell it to your org (they can also give you a more accurate price).

If you still need this functionality... one can look at using the Web to Lead form generation built into SFDC and just making a page/module that uses that. The stock SFDC web to lead form doesn't use the API.