1. Fabrik 3.7 is now available. This version contains critical security updates, please update as soon as possible. Please remember to backup your site before updating, we also recommend testing your updates on development sites if possible.
  2. We had to restore the site around midday (CST) on Wed 7/26 from a backup approximately 8 hours old. So a few posts in the forums were lost. You may want to check to see if you need to re-post anything.

Salesforce form plugin

Jan 24, 2014
Salesforce form plugin

  • Introduction(top)


    This plugin allows you to sync data from Fabrik to your sales force application

    Options(top)


    salesforce.png

    • Update object - determine which object type will be created/modified with the fabrik form's data :
      • Contact
      • Community
      • Contract
      • Document
      • Event
      • Event Attendee
      • Folder
      • Group
      • Lead
      • Note
      • Opportunity
      • Opportunity Competitor
      • Organization
      • Partner
      • Product2
      • Profile
      • Solution
      • Task
      • User
      • Vote
      • WebLink
    • Username - your sales force login user name
    • Password - your sales force password
    • Token - Get a Salesforce API token by going to salesforce.com and selecting setup (top menu) -> my personal information -> Reset your security token
    • Custom ID field To link your fabrik data to the salesforce object, the salesforce object needs a custom field defined as an external id.Please understand that an external id has to be one of the following field types:
      • Text
      • Number
      • Email
      • Auto Number
    As a sforce administrator, you login to Salesforce.com and go to Setup -> App Setup -> Accounts -> Fields. Then scroll down to Account Custom Fields and Relationships. Either Create a new field that you will be utilizing or edit a existing field which is a valid field type and make it an external field.
    • Allow upserts - If yes then salesforce records whose ids match the 'Custom id field' value will be updated (none matched records will be created). Otherwise a new salesforce record will always be created
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