This is a very simple helper module to map webform data to SF data.
Step-by-step:
1. Create a entityform or other entity type
2. Create a salesforce mapping for it and note the name (ex. lead_mapping)
3. Create a webform
4. Add a hidden field salesforce_mapping to the webform
5. Use the salesforce mapping "machine_name" and add it as key; example: 'lead_mapping'|webform_anonymous
6. The data after the | can be one of 4 types:
a. webform - Use the webform data.
b. node - Will be replaced with the Webform's SF ID (usually mapped to a campaign).
c. user - Will be replaced with the User's SF ID (usually mapped to the global user - if user is logged in).
d. webform_anonymous - Use the webform data, but process only if user is anonymous.
Now every webform having the salesforce_mapping hidden field will automatically create the entities specified as mappings and sync them to salesforce.
Project information
- Minimally maintained
Maintainers monitor issues, but fast responses are not guaranteed. - Maintenance fixes only
Considered feature-complete by its maintainers. - Module categories: Integrations
- 2 sites report using this module
- Created by Fabianx on , updated
- Stable releases for this project are covered by the security advisory policy.
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