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  • David Nelson 3 posts 73 karma points
    Apr 23, 2020 @ 12:04
    David Nelson
    0

    Send data from Contour form to Salesforce.com CRM (Web-To-Case)

    Created Web Form in Contour and placed on Umbraco Website Page.

    Problem is that data from form is not getting into Salesforce. (Web-To-Case functionality).

    I have checked in Contour that workflow is correct and verified endpoint. URL and hidden field where the Salesforce OrgID is sent from Contour.

    Any ideas, what the issue could be?

    Dave

  • Liam Dilley 82 posts 208 karma points
    Aug 25, 2020 @ 00:56
    Liam Dilley
    0

    Contour is no longer around - Umbraco forms are you referring too?

    Salesforce web to case is when you get Salesforce forms and place on a website. https://help.salesforce.com/articleView?id=settingupweb-to-case.htm&type=5 https://help.salesforce.com/articleView?id=webtocase_html.htm&type=5

    Unless you are building a custom workflow to API process, doing some extra work to submit both the Umbraco forms form and salesforce form with ajax/etc than it wont just automatically submit to salesforce.

  • Steve Morgan 1208 posts 3922 karma points c-trib
    Aug 25, 2020 @ 08:37
    Steve Morgan
    0

    HI, I'm assuming your using the "post to URL" work flow and posting to https://webto.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8

    You'll need to map each important field and ensure you've got your organisation id sent as "oid". Look out for data type mismatches.

    I think OID is the minimum. Check your log - you might find you're trying to send a date (that often mismatches) or there might be an error saying why the post has been rejected.

    I've just been setting up some and we've had fun with the lead type - there's a "WebtoleadID_c" field where we put the lead type.

    With these kinds of things I'd create a simple test form with just name, and OID and do a Proof of Concept then introduce the fields slowly (checking the logs for errors).

    HTH

    Steve

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