Salesforce form plugin

  • Views Views: 14,452
  • Last updated Last updated:

Navigation

         Form Article Plugin Tutorial
      Autofill form plugin
      Clone form plugin
      Comment form plugin
      Email form plugin
      EXIF form plugin
      FTP form plugin
      J2store form plugin
      Kunena form plugin
      Limit form plugin
      Logs form plugin
      Mailchimp form plugin
      Paginate form plugin
      Paypal form plugin
      PHP form plugin
      Pingdotfm form plugin
      Receipt form plugin
      Redirect form plugin
      REST form plugin
      Slack form plugin (+)
      SMS form plugin
      Twitter form plugin
      Upsert form plugin
      VBforum form plugin
      Create a Search Form
      Accordion Form Groups
  • Introduction​


    This plugin allows you to sync data from Fabrik to your sales force application

    Options​


    salesforce.png


    • Update object - determine which object type will be created/modified with the fabrik form's data :
      • Contact
      • Community
      • Contract
      • Document
      • Event
      • Event Attendee
      • Folder
      • Group
      • Lead
      • Note
      • Opportunity
      • Opportunity Competitor
      • Organization
      • Partner
      • Product2
      • Profile
      • Solution
      • Task
      • User
      • Vote
      • WebLink
    • Username - your sales force login user name
    • Password - your sales force password
    • Token - Get a Salesforce API token by going to salesforce.com and selecting setup (top menu) -> my personal information -> Reset your security token
    • Custom ID field To link your fabrik data to the salesforce object, the salesforce object needs a custom field defined as an external id.Please understand that an external id has to be one of the following field types:
      • Text
      • Number
      • Email
      • Auto Number
    As a sforce administrator, you login to Salesforce.com and go to Setup -> App Setup -> Accounts -> Fields. Then scroll down to Account Custom Fields and Relationships. Either Create a new field that you will be utilizing or edit a existing field which is a valid field type and make it an external field.
    • Allow upserts - If yes then salesforce records whose ids match the 'Custom id field' value will be updated (none matched records will be created). Otherwise a new salesforce record will always be created
Back
Top