I have been following this module closely as really need to get it to work. I have installed it and set it up as required but when i submit my webform (and expect to get my lead in salesforce) i dont get any lead in saleforce. Do you have any idea why it might not be working or is there a way I can debug to find out where it is not working?
In the module setting I have set my OID, path and mapped the fields. I created a webtolead form in salesforce and testing this is works fine so I used the same details to set up the module but I get nothing in salesforce! Is there something else I am missing?
thanks
Comments
Comment #1
chriscalip commentedHi aisha16,
I hear you, I've been meaning to add a debug feature in this module. I'll quickly make one during my lunch time and release a dev version. I should be able to do a release in 2 hours. Then we can double check what's going on with your situation through the debug feature.
kind regards,
Chris Calip
Comment #2
chriscalip commentedhey aisha16.
So I added a debugging feature in the latest version of this module; so we can figure out what's going on. If you could please do the following things:
1) Please make sure you got the Web-to-Lead Enabled its found at your profile->App Setup->Leads->Web to Lead
please check the box Web to lead enabled.
2) on your drupal site please go to Salesforce Web-to-Lead Configuration Settings @ admin/settings/sfweb2lead
Please check the box DEBUG Mode .
3) Before submitting the webform please be sure to check the webform node salesforce setting to yes.
For example: http://web2lead.ccalip.devsn.com/node/277/edit -> Salesforce Settings ( Submit to Salesforce "Yes" )
4) Check the Recent Log Entries @ admin/reports/dblog copy and paste message of the log entry type: sfweb2lead_webfo
Please be sure not to paste your oid :)
Comment #3
chriscalip commentedComment #4
aisha16 commentedhi chriscalip,
thanks so much for the reply and update.
I have installed the update and followed what you said with still no joy.
1) web-to-lead is enabled in salesforce
2)debug mode is turned on
3)submit to salesforce is set to yes
4)when i post the webform I get the following in the log - Type sfweb2lead_webfo
Date Monday, March 28, 2011 - 09:08
User admin
Location http://drupal.xxx.xxx/free_trial
Referrer http://drupal.xxx.xxx/free_trial
Message oid=XXXXXXXXXX&submit=submit&lead_source=Web&fthoneytrap=&first_name=ryrty&last_name=rtyrtyrtyrty&company=ryrty&title=rtyrty&email=elena%40esearch.ie&phone=5446456
Severity notice
Hostname 192.168.102.84
Operations
One thing I am noticing is I have a required field in salesforce called country. Country is set as a hidden field in a markup component in the webform. Country is been picked up by your IP address. If country is not part of the message sent to salesforce then the lead will not get created. How do i get it included in the message if you think this could be the problem?
I do have it mapped in the Salesforce Web-to-Lead Configuration Settings. I have also tested the submit to saleforce using just the basic html form that salesforce generates for you and this works fine (once I have all the required fields included)
Thanks again for you help
Comment #5
chriscalip commentedHi aisha16,
Given the data here's how i see things.
From the logs, I can see Drupal is doing a curl submit to salesforce. There were no problems with the curl format's because we didn't get any error log tagged as "Error submitting Salesforce WebToLead:" . So salesforce got the data it just ignored your submit.
** If country is not part of the message sent to salesforce then the lead will not get created. How do i get it included in the message if you think this could be the problem?
That might be the case because the data being submitted to salesforce does not have the country information. Have you made a hidden field in webform called country? Now I know you want to do a logic with the default value of country.. maybe it might be a good idea just for testing ... to have a static default value. Now once you see this works.. put a dynamic value in country..
Now about the dynamic value in country.. this module does not handle that... its a feature handled by webform. You might have to check how to go about it... might i suggest you make use of the token values or some custom form_alter module programming.
best of luck,
Chris Calip
Comment #6
aisha16 commentedthanks for your reply, Im still not having any luck getting it to work. Already tried putting in the country field and made sure it was carrying across just to test it anyway but still no joy and no leads in saleforce. I cant just cant figure out why saleforce would be ignoring the submit - if i use the html form generated by salesforce it works fine and I have all the exact same data in both!
will keep trying as need to get this working
thanks again
Comment #7
leoli commentedSuggest you do the following:
1. Check your submits in drupal first. to see if it's working as expected.
2. Using fewer fields to test, after succeed then increase fields.
3. Check if your server is connected to Internet.
4. Take care, especially for multiple choice values, the "safe_key|Some readable option", safe_key is send to salesforce filed value. for example "01|North area", the 01 is send to sales force. if you want "North area" to be send to salesforce, you need to set key pair as "North area|North area". And "Oil & gas|Oil & gas" will failed to submit, because & is special.
5. Except that, in the form setting, you need to check "yes" for Submit to SalesForce:
Yes (check this option on)
No
If yes, the form will be sent via CURL to SalesForce.
Otherwise, the form will not be submit to salesforce.
Good luck.
Comment #8
aisha16 commentedThanks for all the replies, I actually got it working yesterday - had a suspicion if was a salesforce issue and not a module issue and I was correct so we have it all sorted now and working great! I am going to look into the dynamic country field this morning and if I get it working I can post how for others hopefully.
Thanks so much for all you help, the support has been fantastic, great module too
thanks again
Comment #9
chriscalip commentedComment #11
kirtimansharma commentedcould you please share how you sorted it out. I m facing the same problem. the DB log says the message is being sent and there is no error. Webform is submitting fine on the website. And I have a hidden Company field but with a static valve "Company"
Comment #12
chriscalip commentedComment #13
kirtimansharma commentedOk I got it working. I thought I should share for benefit of other like me.
1) Install the Salesforce Web-to-Lead Webform Data Integration Module and enable.
2) Install the Multicrud v1.0 + module and enable.
3) Goto sales force setup > customize > leads > web-to-lead
4) You will be asked to choose the fields that you want to import tot sales force from webform.
Important Point: What ever field you choose, apart from them also consider the any field compulsory to create a lead according to salesforce. (In my case it was Company)
5) After the point 4 you will be asked to generate a code. Do it. You will get a code something like this on the screen which, if you have a static site - you can copy it and use it (I have no idea about this as I have not tried it) and if you have a Drupal site follow the following steps .
6) see link 13 of the code -
<form action="https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8" method="POST">This address after https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8 is the code to be pasted in the "Salesforce URL:" field while configuring the module. Good work by chriscalip, its already pre-filled.
7) see link 15 of the code
<input type=hidden name="oid" value="XXXXXXXXXXXXXXX">The value in "" is the OID and is to be filled during module configuration.
8) Now the mail part. See the code for any field. Example for Last Name (a compulsory field to make leads in my case)
<label for="last_name">Last Name</label><input id="last_name" maxlength="80" name="last_name" size="20" type="text" /><br>The field matching has to be done considering the value to name. In the above example name="last_name"
If you already have a webform (link in my case) (and you might not have to do this, but I did it just to make it simple for me.)
change the "Webform Field Key" by editing the webform components to this name variable value talked above.
9)As talked in the step 4, if your salesforce configuration as a compulsory field to create a lead and this field is not present as a component field in your webform, or you do not want the site user to fill this field - to make the form very small and easy for user to fill (like in my case) - Add a hidden field with the field key as the name variable in the code you get from salesforce.
Advantage of changing the field key in webfore to the value as provided by salesforce to me was:
- It was easy to remember and no point of confusion during the matching.
- Now I have changed the values in more that one form (again, easy to remember as I changed to the same value in all the webforms), so now I m able to generate leads from different webforms - just the compulsory field were the same in all the webforms like Product Inquiry from, General Inquiry form etc.
Comment #14
chriscalip commentedThank you for the information :) Hopefully it does help our fellow users of this module. Incidentally I am planning on upgrading this module to d7 and making some d6 enhancements. Well its on my to-do list..