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Third-party Integration Modules

Salesforce Webforms

Overview

The Salesforce Webforms module is designed to allow forms created using the Webform module to interact with Salesforce. It leverages the Salesforce Suite module to manage the actual connection to Salesforce. This simplifies setup in instances where multiple types of interactions between Drupal and Salesforce are required. This module's primary purpose is to allow for one or more Salesforce objects to be created and/or updated as the result of a user submitting a form created using Webform. However, it also provides limited support for pulling content from Salesforce and using within the webform presented to the end user.

Requirements

  • Drupal 7
  • Salesforce Suite 7.x-3.x
  • Webform

Sending Data to Salesforce

Data from the webform is sent to Salesforce by means of a mapping of webform fields, as well as hard-coded values, to fields within

Troubleshooting

No data is going into Salesforce

Using Salesforce Data In the Webform

Overview

Guide maintainers

dbcollies's picture