I have to work on this task..but I have no idea how to start. I googled it..but did not get the relevant answer.
I have various forms on website. These forms are made using drupal. On the submission of form I have to push the contents in the contacts and activities of salesforce. For eg let's say ABC has downloaded a newsletter. Then ABC will go in contact(of salesforce) and newsletter will go in activity(of salesforce) of ABC in salesforce. Now using the activity I have to create a custom list and import it to mail chimp.
My research :
Drupal to salesforce :
It says drupal has salesforce suite module where you can map drupal entities with salesforce field. And on submission it will automatically go to salesforce.
Salesforce to mailchimp:
Am not sure of this part. Any help will be greatly appreciated. Thanks .
You can use Zapier for this. I believe this zap will do what you want.
If you want to customize the integration you can see a full list of triggers and actions for both mailchimp and salesforce here
Essentially, you can connect any of those triggers on the left to any of the actions on the right. This way you can make your own custom integrations to do whatever you need. You should be able to satisfy this requirement with this.
Related
Okay so I’m need guidance on where to start.
What I want to do is upon clicking a button in my web app which will be labelled “search” the web app will connect to my realism database and search the data base for the “search criteria” and the once found all matching cases it will create div blocks with the information inside it, in a list view and assign the ID of the div to the UID it gets back from the database.
database:
Users
--> Country
---->State
----->City
------>Post/ZipCode
------->UID
--------> Users informantion
Welcome to StackOverflow!
A great place to get started is the Firebase Realtime Database doocumentation or searching for Firecasts on YouTube (linked below).
As requested, here are some questions to ask yourself to get started and help scope out and define your new Firebase project.
What language are you going to use?
Are you planning on using any frameworks/libraries? e.g. For Javascript, these would include things like jQuery, Polymer, and React
What information are you storing in your database? e.g. user profiles, private user data/settings, public indexes, username lists, etc.
How is your database structured?
What data is being searched? The entire database? Values in a certain location?
What data needs to be displayed in your view?
Is the data accessible for just the current user or is it a public database that anyone can use?
What search criteria will be used? Is it just one filter at a time or many?
The answers to these questions aren't set in stone, but are to help you start thinking about the future of your project. They can be changed at any time as this isn't SQL where everything has to have its own schema.
If you intend on using "advanced searches" where you'll filter by multiple parameters at the same time, consider using Cloud Firestore instead.
I recommend looking at some Firecasts to help guide you through these questions. Here are some links to them:
Firebase YouTube Channel
Video: Getting Started with the Firebase Realtime Database on the Web
Playlist: Firebase on the Web
We are trying to create a solution that would allow us to dynamically create an envelope using pre-defined DocuSign templates. Meaning that the templates will be pre-built, but depending on certain field values in Salesforce, we could programmatically (dynamically) create an envelope so that:
In one scenario, an envelope will be created with documents A and B
In another scenario, an envelope will be created with documents A, B, and C
In a third scenario, an envelope will be created with only document C
Our requirement being that the selection and creation of this envelope is not manually done by the user, but programmatically and dependent on Salesforce field values from a custom object.
We're beginning to explore the newly released Apex Toolkit, and we'd greatly appreciate a point in the right direction & some insight from the devs behind the Docusign for Salesforce - Core package.
Thank you!
This is one of the potent use cases for us building the Apex toolkit. The scenario outlined above can be definitely achieved via the pre-built envelope creation methods exposed as a part of the Apex toolkit. Please go through the sample code provided in this link below.
https://developers.docusign.com/salesforce/code-examples/salesforce-sending-signing-template
Ideally you should be able to invoke this and tie it to any custom logic that references Apex in your Salesforce instance. Do let us know if you have any specific question regarding the same and we will assist you.
Sample example:
Account Stage set to XYZ
Trigger on Account for after update
Incorporates a future method with callout=true and this future method will call the Apex toolkit methods for creating envelopes
I have a site that was done in CakePHP but I want to redevelop to give it a fresher feel.
The object of the site is to create a document the user can download or email to them. The user will select options from a drop down menus from data stored in the DB, the user is given many forms and options in about 5 steps, and the end product is a file (which I would like to be in word, pdf, txt...something the user will select).
The user will also have the option to select the look of their document from various layouts.
Main functionality required is the ability to spell check, create a preview, create a document in various formats.
Thanks for the advice!
By seeing your posted question, I would recommend angular 4 alongwith firebase. Checkout Firebase by Google Firebase will provide you the option to mail documents and show dbs etc. very well.
I'm doing wordpress website. And what i wanna do is: when user send contact form ( include their information) or user register, their information is added to CRM directly.
What i wonder is :
1) I should write my own plugin to do these things? possible? Because I think it will get the problem of permission ( when access to CRM)
2) There is a contact plugin which data is saved to database. Can we do cron tab to add data every period of time?
Can I ask you guy:
Are 2 above ways possible?
Are there any easier and possible way to do?
Really appreciate your help.
It's quite possible for Smartsheet to receive such information through the Smartsheet API. To help you get started with connecting to the API with PHP, and sending data to your sheet, I recommend looking at the Smartsheet Platform PHP Samples.
For your particular situation I would look at the Sheet Structure sample.
I'm not 100% sure of the terminology on how to describe what I'm looking to do, so I apologize in advance.
I have a custom entry page for an object in salesforce, and I'm curious as to whether or not it's possible to call an external website when I click the save button.
Rough Example:
User enters in a new Account and hits save.
After saving the Account, The extender class calls to a webpage that inserts an entry into an external database to let a different set of users external to salesforce know that something new has been created.
Again, I apologize. I know I'm not describing this very well. Thank you for any and all input!
Yes, it is possible. Take a look at the Invoking Callouts Using Apex section of the Apex Code Developer's Guide. Salesforce refers to this (your Apex code connecting to another web server) as an HTTP Callout.
Also, take a look at questions with the "callout" tag on the dedicated StackExchange site for Salesforce.com.