MachForm Community Forums » MachForm 4

1. morsecode
   Member

   Hello everyone,

   First I want to thank the people at Machform for not having monthly or per user pricing! Long live one-time fee option software! I'd rather not pay for expensive monthly salesforce apps so I thought I'd take stab at connecting machform and salesforce myself :)

   On with the show ...

   I wanted to make a post about my journey in connecting machform with salesforce. It's actually quite simple. My goal was to submit the form data to a custom object within salesforce. Lets get started.

   1. Download the Salesforce PHP toolkit from here:
   https://github.com/developerforce/Force.com-Toolkit-for-PHP/archive/master.zip

   2. Unzip. Then upload the "soapclient" folder to your Machform directory. For example, /machform/soapclient/.

   3. Create a file named "sfconfig.php" with the following contents:

   <?php
   /*salesforce connection*/
   require_once (SOAP_CLIENT_BASEDIR.'/SforceEnterpriseClient.php');
   require_once (SOAP_CLIENT_BASEDIR.'/SforcePartnerClient.php');
   require_once (SOAP_CLIENT_BASEDIR.'/SforceHeaderOptions.php');
   $username="xxx";
   $pass="xxx";
   $token="xxx";
   $mySforceConnection = new SforcePartnerClient();
   $mySoapClient 	 	= $mySforceConnection->createConnection(SOAP_CLIENT_BASEDIR.'/partner.wsdl.xml');
   $mylogin 			= $mySforceConnection->login($username,$pass.$token );
   /*salesforce connection*/
   ?>

   Be sure to fill in the $username, $pass and $token variables with your own details.

   4. Upload "sfconfig.php" to the "includes" directory. For example, "machform/includes/sfconfig.php".

   5. Edit includes/post-functions.php. Around line 5277 find:

   $process_result['status'] = true;

   6. Below that paste:

   if ($form_id == XXX) {
           define("SOAP_CLIENT_BASEDIR", "soapclient");
           include("sfconfig.php");
           //Creating the Candidate Object
           $createFields = array(
               'Full_Name__c' => $table_data['element_2'],
               'Email__c' => $table_data['element_3']
           );
           $sObject = new stdclass();
           $sObject->fields = $createFields;
           $sObject->type = 'Candidate__c';
           //Submitting the Candidate to Salesforce
           $upsertResponse = $mySforceConnection->upsert("Email__c", array ($sObject));
   }

   Note: Replace XXX with your form id (you can find your form id in your address bar when viewing your form from the browser: mysite.com/machform/view.php?id=XXX

   Note2: see below if your form is a multipage form.

   7. Let's go over the above code:

   a)
   

   $createFields = array(
               'Full_Name__c' => $table_data['element_2'],
               'Email__c' => $table_data['element_3']
           );

   i) "Full_Name__c" is the API Name of the Full Name field I created within Salesforce.

   ii) "$table_data['element_2']" - element_2 is the input name machform created when it created the form. For example: <input id="element_2" class="element text medium" type="text" value="" name="element_2"></input>. Right click the page in your browser and "view source" to locate the input name you are looking for.

   b)
   

   $sObject->type = 'Candidate__c';

   Replace "Candidate__c" with whatever salesforce object you are working with. For example, Lead, Account, Custom__c

   c)
   

   //Submitting the Candidate to Salesforce
           $upsertResponse = $mySforceConnection->upsert("Email__c", array ($sObject));

   Notice I've used the "upsert" function, which is the same as the "insert" function, except it will replace an existing record if the "Email__c" data is the same.

   That's it!

   BONUS:

   What if I have a multi-page form? This might not be the best way, but this worked for me:

   1. Edit includes/post-functions.php. Around line 5277 find:

   $process_result['status'] = true;

   Insert below:

   if ($input['page_number'] == 1) {
    $_SESSION['is_valid_user'] = true;
    $_SESSION['form_data_page_1'] = $table_data;
   }

   This captures the data from page 1 and puts it into the $_SESSION['form_data_page_1'] array. You can add more lines below this to capture other pages:

   if ($input['page_number'] == 2) {
    $_SESSION['is_valid_user'] = true;
    $_SESSION['form_data_page_2'] = $table_data;
   }

   2. Then instead of pasting the block of code from step 6 here, find:

   }else{ //if this is the last page

   around Line 5629

   and paste below:

   if ($form_id == XXX) {
       define("SOAP_CLIENT_BASEDIR", "soapclient");
       include("sfconfig.php");
       //Creating the Candidate Object
       $createFields = array(
           'Full_Name__c' => $_SESSION['form_data_page_1']['element_1'],
           'Email__c' => $_SESSION['form_data_page_1']['element_2']
       );
       $sObject = new stdclass();
       $sObject->fields = $createFields;
       $sObject->type = 'Candidate__c';
       //Submitting the Candidate to Salesforce
       $upsertResponse = $mySforceConnection->upsert("Email__c", array ($sObject));
   }

   Notice: $_SESSION['form_data_page_1']['element_1']

   Hope this helps!

   Thanks.

   Posted 9 years ago #
2. 

   yuniar

   Wow! that's very thorough explanation! Thank you so much for sharing this!
   Many people have asked for this and I'll direct them to this post :-)

   Thanks again!

   ---

   MachForm Founder

   Posted 9 years ago #

3. petersj77
   Member

   In Machform 4.2 there are only 4506 lines in "includes/post-functions.php" so can't find line 5277.

   There are 2 occurrences of "$process_result['status'] = true;" in the file

   Please advise as to where I should add the code

   Thanks

   Posted 9 years ago #

4. morsecode
   Member

   Insert below:

   if(empty($error_elements) && empty($process_result['custom_error'])){		
   
   			$process_result['status'] = true;

   Posted 9 years ago #

5. offersnet
   Member

   what about posting the form data into other CRMs besides SalesForce? We have a "home grown" Lead management / distribution platform as well as our own ESP front end that i would love to know more about understanding how to post the form data into them. Thanks in advance for any suggestions / help!

   Posted 9 years ago #
6. 

   yuniar

   offersnet -- you can use the "send form data to another site" option. Here's an example:
   http://www.appnitro.com/blog-mailchimp-integration

   ---

   MachForm Founder

   Posted 9 years ago #

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