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Tin013Tin013 

Data Transfer from no SF site onto SF site

Hi all,

 

Hope you all are well.

 

I am just wondering if it is technically possible to transfer to data (name, email & phone no) from a form on our website (built using .aspx) onto a form on our SF site page.

 

The idea is when a client fills out the name, email & phone no on our enquiry form (.aspx) when then they submit that details our Salesforce Site form comes up with the same details fill up automatically in the relevant fields. 

 

Is it possible to achieve? If so, could someone let me know how it can be achieved?

 

Many thanks

Pradeep_NavatarPradeep_Navatar

You can achieve this through web to case or / web to lead functionality.

 

Procedure for web to case is given below :


For that login in your salesforce account, goto setup--> customization--> Self-service--> web-to-case, click on 'generate HTML' link and select the fields you want to display on your page. After getting the HTML, copy the code and paste it on your site's page.

salesforce-chrissalesforce-chris

This can also be accomplished using the Salesforce API by bringing in the wsdl from your Salesforce instance.  Once you have this you can login using a Salesforce user with the appopriate permissions and pass data from an external form to your Salesforce data.

 

References can be found here:

http://wiki.developerforce.com/index.php/Web_Services_API#.NET

 

Hope that helps,

Chris