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Vanilla 1.1.5a is a product of Lussumo. More Information: Documentation, Community Support.

  1.  
    Hi,

    I have a contact form (built with FormAssembly) on my corporate site and I would like to link that form to an activity within a lead. For example, if the lead doesn't exist, it would create a new one. I have already determined how to do this. Once the lead was created, I want FormAssembly to add an activity within the lead ("log a call" as Salesforce refers to it) that documents that they filled out the form and what was contained in it. Is this possible?

    Thank you,

    Liz
    • CommentAuthordbuschho
    • CommentTimeAug 26th 2010
     
    Hello,

    Unfortunately what are called 'activities' within Salesforce are actually a number of different objects in the underlying API that FormAssembly interfaces with ( that's how Salesforce maintains value over partner apps :-) ).

    I think from what you are saying, you want to create a task (of status: completed ):
    http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_task.htm?SearchType=Stem&Highlight=activities|activation|activated|active|ACTIVE|ACT

    You can statically map the fields of interest using aliases into the description field for the task, which will let you put the key data into Salesforce.

    Happy to answer further questions,
    FormAssembly.com Support.