- September 26, 2012 at 11:23 pm #1222
I would like know if there is a was to set up a connection to get data straight from saleforce. The the form is sharks ticket request, the purpose of the connection is to get data, such as Dep, Host name, section, ext. An ideal connection would should a list of avaible tickets for a specific date and when line item is clicked populate filled on the form from saleforce data.
Also is it possible to do the oppisite, update saleforce with fields from the form.
Or would we have to export saleforce data to a csv and have a connection.
ThanksSeptember 27, 2012 at 12:00 am #6259
Dennis @ PerfectFormsBlockedOctober 5, 2012 at 4:23 pm #6266
I checked and we have saleforce Enterprise. How should i go about setting up that connection? What steps do you recomend? I am new to API connections and not sure where to start, either with perfectforms or salesforce.October 8, 2012 at 5:44 pm #6267
Dennis @ PerfectFormsBlocked
You will be setting up a web service connection in PerfectForms to integrate with the API from Salesforce. This is one of the more technical and complex tasks in PerfectForms. You are going to need to thoroughly review our documentation in our help guide. I recommend that you start at the highest level and move down: http://www.perfectforms.com/Documentation/manual/html/?d_webservicesconnections.htm, http://www.perfectforms.com/Documentation/manual/html/?fg_web_service_conneciton_actions.htm, http://www.perfectforms.com/Documentation/manual/html/?admin_web_service_example.htm,
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