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Dave St-PierreDave St-Pierre 

Setting up a multi-step Web-To-Lead form

Hi there, I am trying to create a 2-step form on my website that integrates with SF.

Basically, the process should go like this :
  1. Submit Form1
  2. Create Lead on SF with data from Form1
  3. Redirect to Step 2 page
  4. Form 2 submit
  5. Update Lead on SF with Form 2 data

I've used a Web-To-Lead template to successfully execute steps 1 to 3. But now it's getting complicated.

As the 1st submit to SF doesn't give me back any data, I'm not able to identify the current user and to transfer data from step 1 to step 2.
Therefore, even if steps 1-3 were successful, I'm going back to square one arrived at step 2.

Also, there is probably something to do on the SalesForce side to be able to merge the data.
As of now, every time I submit my step 1 form, a new Lead is created instead of a merge.


I have to say that I'm not familiar will all SalesForce concepts so I may be missing something obvious here.


Thank you.
Sonam_SFDCSonam_SFDC
Dave,

When you use Web-to -lead, the lead is created as a result of one time transaction where only data is sent to salesforce and the record is created in salesforce.

To be able to again access the same data in other pages, you will have to access the record created and this would require authentication and update.
This would require integration of salesforce with your website and could be achieved using APIs - however, this requires authentication:
https://help.salesforce.com/apex/HTViewHelpDoc?id=integrate_what_is_api.htm&language=en
http://www.salesforce.com/us/developer/docs/api/
https://www.salesforce.com/us/developer/docs/api_rest/
Gaurav NirwalGaurav Nirwal
You can use this link for this 
http://www.salesforce.com/us/developer/docs/api/
Tom EllisTom Ellis
I am looking to achieve this too. I want to use a multi stage web form to create and update a single Salesforce lead. Our web developer is fairly adept and will create the relevant code and style the forms to match our website, so if anybody can point me to the right API sections, I think we will be able to smash it...