The Webform Salesforce Concatenate module adds various features for generating a Salesforce Lead from a Drupal Webform submission, such as concatenating specific Webform fields into the 'Description' Salesforce field.
Background
The Lead is generated via the Salesforce Web-to-Lead service, with the Webform module providing the customisable form on the Drupal site, and the Salesforce Web-to-Lead Webform Data Integration module converting the submission into a Salesforce Web-to-Lead. The Webform Salesforce Concatenate module adds some useful features to this process.
Webform Salesforce Concatenate Features
Webform Fields To Salesforce Description Field
Some fields of a Webform don't map to a Salesforce field, but it's useful to include their info in the Lead. This option enables you to add the info to the Salesforce Description field as [field label]: [field value].
Webform Field Options To Salesforce Description Field
Set specific Webform select field options to be concatenated into the 'Description' Salesforce field.
Use Select Field Labels As Salesforce Keys
If Salesforce select fields are set up with keys and values being the same, use this feature to automatically use values as keys when sending the form to Salesforce. This feature can save a lot of time when setting up a form.
Set Site Wide Lead Source
Automatically sets the Lead Source on new Webforms and hides the option.
Report Salesforce Integration Status
On the Report page checks the status of connection with Salesforce, checking the OID, Salesforce URL, and availability of Salesforce.
Support
If you've found Webform Salesforce Concatenate module particularly useful and want to say thank you, there's a wide range of stuff I'd welcome on my wish list (UK) (US).
Project information
- Project categories: E-commerce, Integrations
- Created by robert castelo on , updated
Stable releases for this project are covered by the security advisory policy.
There are currently no supported stable releases.
