• Tom Ellis
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Hi All ,

Can anyone help with this requirement in security superbadge :
we have 2 profiles Profile named ""Inside Sales users" ,""Field Sales users" .
1. Inside Sales users should not have mobile access.
2. Field Sales users should have mobile access, granted by the admin on demand.
This mobile access means Salesforce1 or salesforce through mobile browser? how can we implement this?
I have gone through so many posts and links but nothing works.
Hello, I'm looking to create a multi-step web form that would connect to salesforce via the API. I have already done work with the API successfully on on a private portal, which correntlly authenticates the user. That user authentication would be an issue with web-to-lead as my potential customers would not autehticate with salesforce (no credentials) and I obviously wouldn't want them to autheticate. 

My forms would work like this:

Step 1: Basic information is collected - lead is created in salesforce
Step 2: Lead Id is available, and updated when user enters additional information in this step
Step 3, 4: same as step 2. 

So my question is, how can I connect via the API and autheticate without the user's interaction / knowledge?

Thanks!
  • January 24, 2017
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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.