Salesforce Integration Add-on
Installation
You need to have WebForms Pro 3 installed prior to this add-on installation.
Install the package with commands:
composer require mageme/module-webforms-3-salesforce
php bin/magento module:enable MageMe_WebFormsSalesforce
php bin/magento setup:upgrade
Update
Update the package with commands:
composer update
php bin/magento setup:upgrade
Remove
Uninstall the package with command:
composer remove mageme/module-webforms-3-salesforce
Sample forms
You can import sample forms using Import Form in the Manage Forms page:
System Configuration
You can access the system configuration through the Stores > Configuration > WebForms admin page.
Salesforce Integration Add-on
General settings that are required to connect Salesforce Support and Magento.
Consumer Key
Your Salesforce Connected App consumer key.
Consumer Secret
Your Salesforce Connected App consumer secret.
You need create a new connected app from the Platform Tools > Apps > App Manager page in order to retrieve the consumer key and secret.
Username
Your Salesforce username.
Password
Your Salesforce password.
Form Configuration
Edit the form on Manage Forms page and select the Salesforce Integration Settings tab to access registration parameters.
Enable Salesforce Integration
Enable or disable Salesforce integration for the form.
Customer Email
Map Salesforce customer account email to the form email input.
If you leave at Default value the first found Email input type field will be used. If there is no Email input field in the form then the logged in customer email will be used instead.
Fields Mapping
Map Salesforce contact attributes to form fields.
Tags
Assign Salesforce tags to new contacts.