Hi everyone. I'm reasonably new to Salesforce but want to move quickly with integration with our website.
We're running an eCommerce site and hope to use the principle behind the web-to-lead functionality to process training and event registrations. At the simplest level, the process would be:
> User selects product to purchase (training course), which has a unique code and name generated on our website.
> User enters their (the purchaser's) details and those of attending. The purchaser may or may not be an attendee.
> User receives a discount if a they enter a valid code. The code is validated based on a lookup of two existing fields on the Account object in Salesforce.
>The purchaser and product details are passed to a payment gateway, processed and a transaction number captured in a custom field in Salesforce. All details, including the product code and gateway transaction reference number, are captured as an opportunity won, with the attendee details also populating a cusom object (this object will manage participants attending training courses with relationships to the Account, Contact and Opportunity objects).
Does anyone have any experience in implementing such a system? All experiences and suggestions will be much appreciated.
Is it possible to creates a public-facing web site with Force.com Sites
where some pages require authentication, and authentication can be done
using information in Salesforce (Contacts, perhaps?). I've previously
looked at the Customer Portal but the licensing was designed by a blind
man in a black hole (entirely inappropriate for small businesses, at £3
per LOGIN!), so very much hoping that there's a way to allow a visitor
to be authenticated in a Sites application, so private data can be
viewed/edited.
The requirement is that a customer can sign in, and view all the objects I want them to view/edit, including their own contact, the related account, cases, custom objects, and some information from objects in AppExchange apps.
Can anyone confirm either way, or point me to resources that cover this? Should I be using the Customer Portal, the Partner Portal, or can Sites do all this itself?
