I have a site I sent my clients to who want to move forward with our order process and I want the information they submit to automatically fill in the form under the opportunity. I was wondering how this was possible. I know you can set up a web to lead form but I dont see this option for what I want to do.
There is no native Opportunity feature equivalent for Web-to-lead or Web-to-Case. You do have a lot of options though (ordered from simplest to most complex).
Use an app on the AppExchange that provide web-to-x functionality.
Use a pre-built connector for popular CMS apps to integrate with Salesforce.
Create a Visualforce Page hosted on Force.com sites and then embed that on your website
Create an Apex Web Service hosted on Force.com sites that can be posted to by your form
Write code on your web platform to post to the Salesforce API.
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Im trying to connect a website i've built using HTML, CSS and JS to the Apache OFBIZ database I have built.
The web app's main purpose is to allow the user to download the app and order the case, and allow them to put in their personal details including method of payment and purchase the case through, by connecting to the OFBIZ data base which has a number of fields that once approved will confirm the order and notify the relevant members of the manufacturing process and allow the user to see that their order has been received and confirmed.
thanks in advance,
H
OFBiz is a web development framework with ERP business modules on top of it. It's made to be enhanced and you can build your own web applications with OFBiz. I would simply build the website with OFBiz, providing a form for the user detail input. You will have all options to use the database, services etc..
If you have to access OFBiz with a native app (IOS, Android & Co.) you might want to implement some RESTful services to connect OFBiz with your app.
From what I understand, I would migrate the website to OFBiz. If it has a responsive UI design, it will run nicely on smartphones.
Let me start with a bit of background: I'm helping a non-profit organization that would like to have a browser-based application that is backed by Salesforce, but has very specific requirements.
I see Salesforce has a REST API that we can call, so we can develop a standalone application to serve the web pages they want and use the REST API to call Salesforce when needed.
I'm wondering if there is a way to host a web application directly on Salesforce; this way we don't have to have a separate application server. Any recommendations or pointers to documentation/open source products is greatly appreciated.
Yes, you can create services that will allow your app to hit Salesforce
Depending on the type of application, yes you can host it on salesforce using the Salesforce Sites feature, also you can develop and host your app on Heroku which is owned by salesforce and can sync data to and from salesforce using Heroku Connect, or you can build and host it on another service like AWS and connect via the REST API. You just need to investigate and choose the option that best fits your use-case. One thing to be aware of is that there are API limits (the number of calls you can make to salesforce in a rolling 24hr period). Depending the the needs of the app be sure to see if those limits will be an issue. Because if the app makes constant calls to salesforce that could be an issue. But there are things you can do to get around that, like caching.
Yes, both Force.com Sites and Site.com features allow you to host webpages on the Force.com Platform. The markup is stored in Visualforce Pages and can use Apex to access records in the Database. I have migrated multiple websites (including our company's www.mkpartners.com) to Force.com using Force.com Sites.
One thing to keep in mind is that you are limited to 500,000 views per month and the rendering of a page with images that are also stored on the platform will incur a single view for the page and a single view for each image. If you already have a very popular website, I wouldn't migrate. If you're a small business or nonprofit, then it should be fine.
Another thing to keep in mind is that dynamic functionality based on records in the database will not work during maintenance windows. There is the ability to upload a static version of your website to be rendered during these windows though.
I am looking to create a Salesforce app like mailChimp (https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3byfEAB) have. I want to create an interface under the salesforce to allow the user to do some field mapping, Just like Mailchimp app allow to map the Mainchimp field and Salesforce Contact fields. I have gone thought the Salesforce documentation but found it very vast not getting where to start and did not found which kind of scripting it require to create the app.
I have a developer and a partner account. If any one can put some light on it and give me some short answer for the below question will be really helpful.
Where to start for creating an slesforce app.
The app we create from the Salesform CRM account and app listing on AppExchange is different?
Is this apps are hosted on salesforce itself or hosted in our own server?
Which scripting language is required to code the Salesforce app?
Can we call the external API's inside the Salesforce app?
After asking question, I also work on this to get the answers for my question. I am sharing my RND below, So it may help someone and can save their time.
Here is the complete document link for the app creation and publishing on app Exchange, you can go thought it and find all the answers step by step.
So below are the very short answers of the question I asked.
Where to start for creating an slesforce app.
Step 1: Sign Up for the Partner Program
Step 2: Create a Development and Test Environment
Step 3: Get a Business Org
After doing the above 3 steps you can get a environment hub into Business Org, By which we can create different organization to create the app in one org (that is dev org) and install and test into the other org( that is test org).
The app we create from the Salesform CRM account and app listing on AppExchange is different?
Yes, From Your CRM account you can create the app, package the app in beta version. Once you done the testing with beta app by installing it into your Test Org you can deploy it for app exchange, After security review you app will be available into app exchange publicly. You can do it from your salesforce CRM account itself (See the above doc for more details)
Is this apps are hosted on salesforce itself or hosted in our own server?
There are two types of app:
1.VisualForce Pages app: This app is besically a collection of VisualForce Pages and reside or hosted into the saleforce itself.
2.Connected App: Connected app also includes the VisualForce pages as need but it also provide the client id and client secret key by which we can authenticate the user and call the Salesforce REST API from the outside of the CRM. So we can say this is something we can host the API access code into our own server.
Which scripting language is required to code the Salesforce app?
For Coding into the VisualForce pages we required Salesforce Apex Scripting and HTML.
Can we call the external API's inside the Salesforce app?
Yes, Using the Apex HTTP class we can call the external API's into the salesForce.
Hope this will help someone.
I would like to show number of visitors on a site since beginning of the month, number of users on the current day and currently on site.
I have Google Analytics installed, I tried to solve this issue with Embed API by enabling Google Analytics API from developer console - but I requires user authorization, etc.
What would be the easiest way to show analytics on-site without user authentication and accepting access by Embeded API, etc. Application is written in Angular, so Javascript API is the one I look for.
Thank you for any suggestion.
Authorization has to happen in order to get the data you want. Either you can let visitors to your site authorize themselves, or you'll have to authorize server-side on their behalf.
Once authorized, you can do something similar to what the Third Party Visualization Embed API demo shows. It uses a custom ActiveUsers Embed API component and includes the source code to show how it works.
Whether you use the ActiveUsers component or not, the basic gist is that once the users is authenticated via the Embed API, you have access to the method gapi.client.analytics.data.realtime.get, which you can use to query this data.
Here's where that happens in the source code for the ActiveUsers component:
https://github.com/googleanalytics/ga-dev-tools/blob/master/src/javascript/embed-api/components/active-users.js#L69-L87
Authentication with the Analytics service is mandatory. But the OAuth 2.0 Service Accounts (for Server to Server Applications) can be used to automate it in many cases.
It's unclear to me (from a quick scan) if the Auth options of the Embeed API would work with the automated authentication scheme, you may want to go through the details.
You should be able to use the Analytics Core Reporting API and maybe the Analytics Real Time Reporting API (beta) which work with the automated authentication according to their guides (look for the Authorisation sections on the left frames of the respective guides).
Donno if this qualifies as easy, tho, YMMV :)
I'm a web developer and I want to integrate a project of mine with salesforce.com. There is a tremendous amount of documentation on the salesforce.com site, but I can't figure out where and how to start.
I want to display part of the existing UI (HTML5) in a sf.com tab.
The functionality of this extra tab will need to access contacts etc. entered in sf.com.
What's the best strategy to do this? Is there a document/blog somewhere to get me started?
To display an external web page within Salesforce, it's possible to set up a "Web Tab" in Salesforce (Setup | App Setup | Create | Tabs). However, if you want to access Salesforce data with-in the web page in the Web Tab, I would recommend creating a Visualforce Page with an iFrame in it, instead. Using that method, you can pass querystring parameters like the Session ID for the current user, or other data.
To access data from the page in the Visualforce page iFrame or web tab, you would need to use one of the APIs Salesforce makes available such as:
Web Services API
REST API
AJAX Toolkit
For more information on this type of integration, see this answer to another question.