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  • Thomas Kingo 1 post 21 karma points
    Apr 03, 2014 @ 15:26
    Thomas Kingo
    0

    Integration with Salesforce?

    Contour boasts of it's connection abilities to Salesforce amongst others. But I can't seem to find any dokumentation describing how.

    Plain and simple. How do I connect Contour with Salesforce (SFDC), so my form data ends up i SFDC?

    I'm trying to connect using a Webservice Data Source, but it's not working. Probably because I'm using the wrong values, and I have tried a lot of combinations!

    Is this the right way, or could someone help me out with some guidance? :)

     

  • Marc Goodson 980 posts 6528 karma points MVP 4x c-trib
    Feb 14, 2019 @ 14:23
    Marc Goodson
    0

    Hi Thomas

    it's a while since I've done this, but I think in Salesforce there is (or was) a Web-To-Lead option - that would provide a Url to post leads to, and anything posted to that Url would be created in Salesforce.

    So if you create the form in Salesforce and take note of the form field names, and then create the same form in Contour with a hidden field for the Salesforce form Id.

    Then create a workflow step for your Contour Form of the type 'post to url' then you can configure that to post the details entered into the form to your Salesforce Url, and this should then pass on the values from the form into Salesforce,..

    ... or at least that is the gist of it.

    You can create a totally custom contour workflow steps, and write code to integrate with the Saleforce API if that is the preferred approach - have a look at this article by Tim Geyssens who outlines a way to integrate with Podio from a Contour form: http://www.nibble.be/?p=424

    regards

    Marc

  • ramdalli 2 posts 72 karma points
    Feb 18, 2019 @ 14:18
    ramdalli
    0

    What are Salesforce web testing tools?

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