powermail-salesforce 

Extension key

powermail_salesforce

Package name

traw/powermail-salesforce

Version

1.0.0

Language

en

Author

Thomas Rawiel

License

This document is published under the Creative Commons BY 4.0 license.

Rendered

Tue, 16 Dec 2025 14:45:53 +0000

Form-finisher for EXT:powermail

Table of Contents:

Administration 

This chapter describes how to manage the extension from an administrators point of view.

Installation 

Install this extension via Composer:

composer require traw/powermail-salesforce

Alternatively, add it to your project's composer.json file:

"require": {
    "typo3/cms-core": "^12 || ^13",
    "traw/powermail-salesforce": "^1.0"
}

If the package evoweb/extender is installed (for example as a dependency of another extension), this extension will automatically use its mechanisms to extend the Form and Field models. No additional configuration is required.

Recommended Extensions 

This extension can work together with other extensions that extend Powermail. Below is a list of extensions that I always install when using EXT:powermail where powermail-salesforce will automatically contribute its functionality:

• EXT:powermailcaptcha

  Captcha Extension for TYPO3 powermail to prevent spam https://extensions.typo3.org/extension/powermailcaptcha

• EXT:powermailautocomplete

  Add autocomplete options to powermail fields. https://extensions.typo3.org/extension/powermailautocomplete

• EXT:powermail_cond

  Add conditions (via AJAX) to powermail forms for fields and pages https://extensions.typo3.org/extension/powermail_cond

Configuration 

After installation, make sure to include the extension's Site-Set or Typoscript Template.

If you don't need to enable the debug mode, no further configuration is necessary.

Backend user settings 

All settings described in the Editors manual are configured as exclude fields.

This means each field must be explicitly allowed for the editor user or user group.

Allow relevant fields 

Switch to the Backend Users > Backend user groups module

Edit the appropriate user group and switch to the Access Rights tab.

Important

To add or modify the relevant fields, the group must have permission to list (read) and modify (write) Powermail's Form and Field tables.

See Table permissions for more information.

In the Allowed excludefields section of the same group, follow these steps to enable the necessary fields:

1. Go to the Field table. Here, the administrator decides which fields the editor is allowed to see and use. Allow the following fields:

   • Salesforce field name (sf_fieldname) [tx_powermail_domain_model_field:sf_fieldname]

2. Go to the Form table. The administrator determines which fields are accessible to the editor. Allow the following fields:

   • Use Salesforce Finisher (sf_enable) [tx_powermail_domain_model_form:sf_enable]
   • Salesforce Organization ID (OID) (sf_oid) [tx_powermail_domain_model_form:sf_oid]

Debug mode 

Depending on how you included the extension's configuration you have 2 options:

A) via Constants editor/ TypoScript Constants 

B) via Site Settings 

Debugging checklist 

In case data is not transferred, here are a few things you can check:

1. Did you include the extension's Typoscript (Either in Sys-Template or Site Settings)?
2. Is the field Use Salesforce Finisher enabled in the affected form?
3. Is the Salesforce Organization ID (OID) correct in the affected form?
4. Did you enable/ disabled Debug Mode?

Editors Manual 

This chapter describes how to manage the connection between Powermail forms and Salesforce.

Forms 

With this extension the powermail Forms get 3 extra fields at the bottom.

Salesforce Organization ID (OID) 

Enter your Salesforce Organization ID / orgId / OID. This is required if you enable the Salesforce Finisher for this form.

Tip

How to find your OID

Fields 

With this extension the powermail Fields get 1 extra field in the extended tab:

Salesforce field name 

Depending on your configuration in Salesforce WebToLead, enter the fieldname of the WebToLead-Form

Note

If a Field's data should NOT be transmitted to Salesforce, leave this field empty.

Transmitting specific values 

For select, multiselect, checkbox or radio fields, make sure the correct values are submitted.

The values that are transmitted to Salesforce must exactly match the values configured in WebToLead.

Example 1 A typical data protection checkbox should only transfer the value 1 when checked

Enter the checkbox text followed by |1:

By checking this checkbox I say that I checked the Lorem ipsum data protection|1

Copied!

Example 2: A single select box with some very specific values

We use the same approach, enter the labels followed by | and the value that should be transmitted:

– Keine –|
Produkt 1|Product_Value_foo
Produkt 2|Product_Value_bar
Produkt 3|Product_Value_baz

Copied!

See Option examples for selectbox

Powermail plugin 

In the powermail plugin there's a new optional field to set the Salesforce Return URL

This field is used to generate the Return URL, which is transmitted to Salesforce.WebToLead

If the field is empty, the field Redirect to any other Page after submit field is used instead.

If that field is empty as well, the uid of the page where the form is rendered is used instead.

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