Gravity Forms and Salesforce Integrations
Dec12

Gravity Forms and Salesforce Integrations

Gravity forms are generally the WordPress plugins to create a contact form. It allows site owners to create and gather the information. GRAVITY FORMS + SALESFORCE It forms a great combination to gather the information and add leads to Salesforce automatically. It helps making CRM more easy and simple. To set up it takes few minutes and provide you a way to collect information with much simplicity.  Gravity forms are much more interactive and provides you with easy way to add fields, making them mandatory, email etc. If you already don’t have this plugin installed then get it and make your work much easier. WEB FORMS to SALESFORCE We have several apps which does somthing similar on the context of getting your data drom a Web Form into Salesforce. Ex:- Web2Anything:- http://developer.force.com/codeshare/projectpage?id=a0630000003JS9MAAW formyoula:- https://formyoula.squarespace.com/ Salesforce.com Sites Pages:- You will have to custom build the vfpage with form and make it a publicly accessible URL. INTEGRATION To integrate your Gravity Forms with Salesforce follow the steps below: Go to setup in your Salesforce Org. and type web-to-lead in Quick Find box.                Generate new form. The redirect URL should be the URL where you want your page to be redirected after the submission of the form.   Select the fields you require in your Gravity Form and save the HTML code generated through it.               SYNC YOUR WEB-TO-LEAD FORM WITH GRAVITY FORMS Create your web-to-lead form as described above Look for the Salesforce Add-on tab(Form<Settings) and select Integration Method as Web-to-Lead. Update Settings.   Create your Gravity Form in your WordPress Site.                Add the fields you used while creating your web-to-lead form Save the form. Click the Gravity Form’s name and lookup for the confirmation tab under the settings. Select confirmation tab to redirect Redirect URL should be the URL you got while generating the web-to-lead form.     The URL should not include the “?encoding=UTF-8” since Gravity form do it itself on start of the query string. Check “Pass Field Data Via Query String” Your screen should look like this:       NOTE:  If you are trying to work in your sandbox then do change the Redirect URL to test.salesforce.com instead of www.salesforce.com since web-to-lead form generates form working in Production. Remember you removed “?encoding=UTF-8” from the redirect URL, now make this the first line of your Query String. Start with your oid and retURL to process our Query string. Each value should use “&” in between.   Now it’s time to map your salesforce fields to that of the gravity form you created. Build your query string in the following format:                field_name=field_value&2nd_field_name=2nd_field_value You can take help from...

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Dreamforce 15 Hangover!
Sep28

Dreamforce 15 Hangover!

  I am back  from SFO attending Dreamforce15 one of the mega events in IT world. After overcoming jetlag I am trying to settle down. Now in process of opening my travel bag and having a good look at the business cards received and goodies collected I am ready to write this blog. I am still having this Hangover from all the new features. Salesforce is coming up with and find myself in middle of digesting the knowledge I gained in this trip. Last year when I was in Dreamforce, which was also my first time, I thought “Nothing can get bigger than this” and I don’t know how Salesforce does this but this year it was absolutely bigger than last year. Hats of to Salesforce development team in overcomingall the technical challenges and coming up with Salesforce new Lightning experience and so many more exciting new releases. I am trying to summarize my experience in tits and bits with few comments. This time DF was awesome with the new products/features launches. 1. Salesforce New lightning Experience: This is the best release they did in DF history. Salesforce users were waiting for such responsive, sleek and  cool UI for a long time. ● PROS: The UI is refreshing. The simple check-box to activate this feature for one user at a time is smart step. ● CONS:  This will take user adaptability time. All the salesforce Admins will have to become Awesome Admin and representatives of salesforce and help their org get on this new UI. 2. Salesforce Component for Appexchange: Appexchange has become more mature with time. I think this will be a game changer now onwards. The latest trend I observe in Appexchange is now you can get either small applications(soon components) or big enterprise level application(more complete) targeting an entire industry/domain. 3. Activity timeline: This will be a loved feature by those Sales reps or users who were not able to get a good analysis of what was going on with their lead, opportunity, account etc on a smart timeline based model. 4. Salesforce IQ: SalesforceIQ (formerly RelateIQ) provides out-of-the- box, intelligent CRM for small businesses and productivity apps for sales teams. I need to explore the impact of this to a more deeper level and will try to soon come up with my side of analysis. I will be analyzing several other new features in coming days and will get back. I have a the following 3 key take aways : 1. Being a System Integrator I will be focusing more on launch useful applications on Appexchange. More apps with lightning components should be added. 2. Salesforce is taking UI seriously and we can help now help our old and new Salesforce clients take this awesome out of box Lightning experience 3. Salesforce has come so far that no-one...

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Dreamforce 15 Checklist
Sep08

Dreamforce 15 Checklist

With Dreamforce only 7 days left I am in middle of my planning and packing. Following are my checklist. Dreamforce Agenda Dreamforce showcases all the upcoming features in Salesforce. This makes it a good knowledge enriching event. It is always good that you know about them before hand. Just follow Salesforce on social media sites or this Agenda list. This knowledge will give you an edge on every conversation you have with anyone at DF. Casual talk about the popular events, big celebrities joining the after parties are also common. If you are trying to sell something make sure you have a booth(purchased one) with lots of goodies to attract new prospects.   My Travel Bag: Phone Charger, Power Bank: Dreamforce is all about making connections. I am sure that most of time a well connected person will have lots of meeting and on side will be managing a big team back in office. To do several tasks simultaneously you will need all of your devices like phone, tablet, laptop on full juice. Moscone center do have places with charging ports scattered in different places but still you will need mobile power banks to carry with you. In my last DF14 I was spending most of my time near a charging port and I don’t wish to do the same this time. Good Shoes: So many events and meetings in Dreamforce will take all of your walking stamina. All the four days 15 Sept-18 Sept will be a rigorous running, walking & standing exercise. You need to make sure you are in formal looking but most comfortable leather loafers/shoes. For heavy person like me its must that we start our morning jogging/walking to make our self fit for this event.   Visiting Cards: Most of the time you will be meeting with the contact you already know. Dreamforce attendees are huge in number and it is literally impossible for anyone to meet someone just out of blue. Still you will need to share and receive lots of visiting cards. I personally believe it to be waste of paper but have no choice since professionals still seem to use this. Travel Documents, Passport, DF Invite, Medicine bag and other regular stuff: Make sure you travel light. This is a 4 day event and plan accordingly.         My Meetings: Plan a Client Meetings: Connect to all of your existing clients and ask them whether they are coming to DF or not. All of your Clients in happy relationship with you will certainly like to meet you and schedule meetings with them. Google calendar with Android works best for me in managing these...

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Salesforce Developer Interview Tips
Sep15

Salesforce Developer Interview Tips

Be Smart In Attitude & Intelligent In Aptitude Smartness is one of the key factor for successful interview. A lot can be easily measured from the attitude of a particular person. A person should have attitude of a good listener to  understand the questions being asked. During the process of an interview always be instantly ready with smart and intelligent answers. Remember in Salesforce a particular operation, task or problem can be resolved by multiple ways. You should always be smart enough to understand the requirement or the problem and give a solution which can be implemented with a minimum configuration or development changes. The solution we suggest should fit in the Process and not cause any unexpected results. In an interview it’s better to come up with more than one solution and it will also show how much experience you have. To say this in other words you should always have at least 1 average normal solution and one excellent solution. Be Ready For Programming Although Salesforce developers are not supposed to know programming in detail but still an ideal Salesforce programmer or developer should be capable enough to write triggers, visualforce pages and do configurational changes. Programming questions like write a trigger, bulkify a trigger, write a visualforce page, implement a batch class etc all can be the possible set of questions in the interview itself. Salesforce governor limits can also be a tricky interview topic. Question with multiple possibilities can tend you towards finding a programmable solution like a trigger or a visual force page rather than the solution can also come up from Salesforce out of box functionality. Following Programming questions can be useful starting point. Be Precise With Practical Examples Rather Than Theoretical Having practical knowledge shows the experience you have gained while doing several projects. When an interviewer ask you a question, the question belongs to the practical problem which he or she might have faced or learnt that can be a problem for a new developer. Always remember a real world problem can always be solved by breaking it down into sub-problems and solving them. With a practical example or solution belonging to your project experience will help you a lot in getting good scores. Its wise to Learn from others mistake blog can be a good starting point for practical examples. Be Puzzle Solver Than Just Another Developer. Puzzle solving is a good habit. Solving puzzles related to programming world will give you insight to lots of other verticals. The best way you can be a good puzzle solver is by going through different requirements and solutions. While doing a requirement analysis it’s...

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