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jazkarta.easyformplugin.salesforce

This is a Plone addon for collective.easyform which uses the Salesforce REST API to create records in Salesforce when a form is submitted.

It is a successor to Products.salesforcepfgadapter, but has a more basic UI and doesn't have all the same features.

Features

  • Create a new record in Salesforce
  • Map field values from the form to Salesforce fields
  • Calculate values from TALES expressions and map them to Salesforce fields

Installation

To install jazkarta.easyformplugin.salesforce, first add it to your buildout::

    [buildout]

    ...

    eggs =
        jazkarta.easyformplugin.salesforce

and then run bin/buildout

You must also make sure the following environment variables are set while running Zope:

  • SALESFORCE_USERNAME
  • SALESFORCE_PASSWORD
  • SALESFORCE_TOKEN (if needed)
  • SALESFORCE_DOMAIN: the subdomain to use for authentication to Salesforce, e.g. login for production orgs or test for sandboxes.

Usage

  1. Create an Easyform.
  2. Open the Actions menu and choose "Define form actions"
  3. Click the "Add New Action" button
  4. Enter a Title and Short Name for the action. Choose "Send to Salesforce" as the "Action type". Click the "Add" button.
  5. Close the modal.
  6. Click the "Settings" button for the new action.
  7. Edit the "Salesforce Operations" field to specify the field mapping in JSON.
  8. Click the "Save" button.
  9. Test submitting the form.

Migration from PloneFormGen & salesforcepfgadapter

This addon integrates with Easyform's tool for migrating from PloneFormGen. This will happen automatically as long as jazkarta.easyformplugins.salesforce is installed when you use the /@@migrate-ploneformgen view. It will try to migrate every salesforcepfgadapter, but will throw an exception if the adapter uses settings that are not supported by jazkarta.easyformplugins.salesforce (such as chained adapters to write to multiple Salesforce records).

Contribute

Support

This package is offered as open source but without any guarantee of free support. If you are interested in paid support, please contact david at glicksoftware.com

License

The project is licensed under the GPLv2.