Salesforce Integration

Salesforce Integration

Some contact forms need to be additionally sent to SalesForce after submission. The 5pm task should provide the necessary values to use in your script.

The info below will help you set up a curl script to use on the confirmation page of your form.

SF Specific Field Info

Field ID Description Expected Value Example Notes
oid Org ID 15-char ID string - Check txt file in task. The ID is always the same.
Campaign_ID Campaign ID 15-char ID string 7014M000001ly8F Provided in task. Verify in campaign table below. Sometimes the ID is provided with 3 extra capital letters at the end (i.e. QAA) - do not include those.
00N6100000BoioW Lead Channel String Web Lead - GS Provided in task
00N6100000BFLfu Division String GS - Gutter Shutter Provided in task
00N6100000H6kN9 Initial Campaign Source String 2021 GS- Web Lead Provided in task
00N6100000BoNDm Source Description String 2021 GS- Web Lead Same as Initial Campaign Source
recordType SF record type 15-char ID string 01261000000SI8a Provided in task. Will usually be 01261000000SI8a. Can be provided with extra capital letters at the end - ignore those.
00N4M00000IqUut Comments String $_POST[“form_logger_Message”]

SF Customer Fileds

Field ID Description Expected Value Example Notes
first_name First name Form input value $_POST[“form_logger_First_Name”]
last_name Last name Form input value Same as above
company Company name Form input value Same as above
email Email address Form input value Same as above
phone Customer phone Form input value Same as above
street Street address Form input value Same as above
city City Form input value Same as above
state Customer state Form input value Same as above
zip ZIP code Form input value Same as above

2021 Campaign IDs

7014M000001XByp: 2021 AS- Web Lead

7014M000001ly8m: 2021 SOEO- Cold Call

7014M000001ly8n: 2021 SOE- Student Referral

7014M000001ly7f: 2021 RD- Request Sample Form

7014M000001ly7g: 2021 SOEO- Web Lead

7014M000001ly7h: 2021 TH-Web Lead (Concrete Repair)

7014M000001ly7i: 2021 TH- Web Lead (Home Comfort)

7014M000001ly8D: 2021 TH- Web Lead (Radon)

7014M000001ly8E: 2021 TH- Web Lead (Gutters)

7014M000001ly8F: 2021 TH- Web Lead (Junk Removal)

7014M000001ly8N: 2021 AS- Dealer Referral

7014M000001ly8O: 2021 TBF- Cold Call

7014M000001ly7G: 2021 SOEO- Free Trial

7014M000001ly7H: 2021 TH- Web Lead (Roofing)

7014M000001ly7y: 2021 TBF- Web Lead

7014M000001ly7z: 2021 TH- Web Lead (Basement Waterproofing)

7014M000001ly80: 2021 TH- Web Lead (Basement Finishing)

7014M000001ly84: 2021 TH-Web Lead (Fencing Page)

7014M000001ly83: 2021 TH-Web Lead (Foundation Repair)

7014M000001ly8c: 2021 AS- Prospect Referral

7014M000001ly7t: 2021 RD- Reg. Installer Form

7014M000001ly88: 2021 TH-Web Lead

7014M000001ly8h: 2021 BSI- Web Lead

7014M000001ly8X: 2021 AS- Cold Call

7014M000001lyrw: 2021 GS- Web Lead

7014M000001ly7e: 2021 HPM-Web Lead

7014M000001ly7j: 2021 HPM-Home Owner

7014M000001ly7o: 2021 KRS - Web Lead

7014M000001ly7K: 2021 CNGO- Web Lead

7014M000001ly7P: 2021 CN Web Lead

7014M000001ly7U: 2021- CNM Web Lead

7014M000001ly7Z: 2021 DES- Web lead

Curl Request Example

This example is a modified version of what’s on Gutter Shutter. See the “Become A Dealer Thank You” page in the CMS for full setup including captcha. All request data here is placed in an array to make it more legible and easier to edit.

$sfurl = "https://webto.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8";
$data = array(
  'oid'             => '[insert oid from txt file]',
  'first_name'      => $_POST["form_logger_First_Name"],
  'last_name'       => $_POST["form_logger_Last_Name"],
  'company'         => $_POST["form_logger_Company"],
  'street'          => $_POST["form_logger_Street"],
  'city'            => $_POST["form_logger_City"],
  'state'           => $_POST["form_logger_State"],
  'zip'             => $_POST["form_logger_Zip_Code"],
  'phone'           => $_POST["form_logger_Phone"],
  'email'           => $_POST["form_logger_Email_Address"],
  '00N4M00000IqUut' => $_POST["form_logger_Message"], // not requried
  '00N6100000BoioW' => 'Web Lead - GS', //Lead Channel
  'Campaign_ID'     => '7014M000001lyrw', //Campaign
  '00N6100000BoNDm' => '2021 GS-Web Lead', //Source Description
  '00N6100000H6kN9' => '2021 GS-Web Lead', //Initial Campaign Source
  '00N6100000BFLfu' => 'GS - Gutter Shutter', //Division
  'recordType'      => '01261000000SI8a'
);
$sfdata = http_build_query($data);
$sf = curl_init();
curl_setopt($sf, CURLOPT_URL, $sfurl);
curl_setopt($sf, CURLOPT_POST, 1);
curl_setopt($sf, CURLOPT_POSTFIELDS, $sfdata);
curl_setopt($sf, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($sf, CURLOPT_SSL_VERIFYPEER, false);
$sfresponse = curl_exec($sf);
curl_close($sf);

Other Examples

Treehouse site - most forms forward data to SF. Check the confirmation pages for details.