Introduction

What does it do?

This extension adds salesforce support to EXT:form. This will allow sending answer data to salesforce using a HTTP-Post-Request.

Installation

Composer

If your TYPO3 installation works in composer mode, please execute following command:

composer req jweiland/form2salesforce
vendor/bin/typo3 extension:setup --extension=form2salesforce
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If you work with DDEV please execute this command:

ddev composer req jweiland/form2salesforce
ddev exec vendor/bin/typo3 extension:setup --extension=form2salesforce
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ExtensionManager

On non composer based TYPO3 installations you can install form2salesforce still over the ExtensionManager:

  1. Login

    Login to backend of your TYPO3 installation as an administrator or system maintainer.

  2. Open ExtensionManager

    Click on Extensions from the left menu to open the ExtensionManager.

  3. Update Extensions

    Choose Get Extensions from the upper selectbox and click on the Update now button at the upper right.

  4. Install form2salesforce

    Use the search field to find form2salesforce. Choose the form2salesforce line from the search result and click on the cloud icon to install form2salesforce.

Next step

Configure form2salesforce.

TypoScript

form2salesforce needs some basic TypoScript configuration. To do so you have to add an +ext template to either the root page of your website or to a specific page which contains the form2salesforce plugin.

  1. Locate page

    You have to decide where you want to insert the TypoScript template. Either root page or page with form2salesforce plugin is OK.

  2. Create TypoScript template

    Switch to template module and choose the specific page from above in the pagetree. Choose Click here to create an extension template from the right frame. In the TYPO3 community it is also known as "+ext template".

  3. Add static template

    Choose Info/Modify from the upper selectbox and then click on Edit the whole template record button below the little table. On tab Includes locate the section Include static (from extension). Use the search above Available items to search for form2salesforce. Hopefully just one record is visible below. Choose it, to move that record to the left.

  4. Save

    If you want you can give that template a name on tab "General", save and close it.

Form

finishers:
  -
    identifier: SalesforceFinisher
    options:
      targetUrl: 'https://...'
      orgid: '0123456'
      recordType: '34567890'
      #type: ''
      #origin: ''
      #username: ''
      #password: ''
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Finisher Options

targetUrl

targetUrl

targetUrl
Required

true

type

string

Default

[EMPTY]

Path

finishers.*.options

Set the *.php URI endpoint of the salesforce API endpoint starting with https://. Example: http://www.target.com/target.php.

orgid

This is a salesforce specific option.

orgid

orgid
Required

true

type

integer

Default

[EMPTY]

Path

finishers.*.options

Set the organization UID.

recordType

This is a salesforce specific option.

recordType

recordType
Required

true

type

string

Default

[EMPTY]

Path

finishers.*.options

Set the record type.

type

This is a salesforce specific option.

type

type
Required

true

type

string

Default

[EMPTY]

Path

finishers.*.options

Set the type.

origin

This is a salesforce specific option.

origin

origin
Required

true

type

string

Default

[EMPTY]

Path

finishers.*.options

Set the origin.

username

Basic Auth Protection - leave empty if Target is not protected.

username

username
type

string

Default

[EMPTY]

Path

finishers.*.options

Set the username for the .htaccess basic auth protection.

password

Basic Auth Protection - leave empty if Target is not protected.

password

password
type

string

Default

[EMPTY]

Path

finishers.*.options

Set the password for the .htaccess basic auth protection.

Upgrade

Upgrade from powermail2salesforce

form2salesforce does not work with TypoScript configuration anymore. So, please backup salesforce related stuff like targetUrl, orgid and recordType. You have to migrate these options to EXT:form yaml configuration.

Remove the TS template for powermail2salesforce from TS record. Add TS template from form2salesforce to register the new finisher. Open the yaml file of your form.

Attach the SalesforceFinisher to the finishers section like described in Form.

ChangeLog

Version 1.0.0

  • Initial upload

FAQ

Does this work with double opt in?

Yes, this extension adds an EXT:form finisher and will respect the EXT:form workflow.

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