MachForm Community Forums Topic: Salesforce and Machform guide

MachForm Community Forums Topic: Salesforce and Machform guide https://www.machform.com/forums/ MachForm Community Forums Topic: Salesforce and Machform guide en Wed, 06 May 2026 04:37:49 +0000 yuniar on "Salesforce and Machform guide" https://www.machform.com/forums/topic/salesforce-and-machform-guide#post-23037 Wed, 01 Apr 2015 05:32:19 +0000 yuniar 23037@https://www.machform.com/forums/ offersnet -- you can use the "send form data to another site" option. Here's an example: <a href="http://www.appnitro.com/blog-mailchimp-integration" rel="nofollow">http://www.appnitro.com/blog-mailchimp-integration</a> offersnet on "Salesforce and Machform guide" https://www.machform.com/forums/topic/salesforce-and-machform-guide#post-23004 Fri, 27 Mar 2015 01:34:31 +0000 offersnet 23004@https://www.machform.com/forums/ 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! morsecode on "Salesforce and Machform guide" https://www.machform.com/forums/topic/salesforce-and-machform-guide#post-22321 Thu, 11 Dec 2014 14:01:12 +0000 morsecode 22321@https://www.machform.com/forums/ Insert below: <pre><code>if(empty($error_elements) && empty($process_result['custom_error'])){ $process_result['status'] = true;</code></pre> petersj77 on "Salesforce and Machform guide" https://www.machform.com/forums/topic/salesforce-and-machform-guide#post-22023 Tue, 21 Oct 2014 19:16:02 +0000 petersj77 22023@https://www.machform.com/forums/ In Machform 4.2 there are only 4506 lines in "includes/post-functions.php" so can't find line 5277. There are 2 occurrences of "$process_result['status'] = true;" in the file Please advise as to where I should add the code Thanks yuniar on "Salesforce and Machform guide" https://www.machform.com/forums/topic/salesforce-and-machform-guide#post-21681 Mon, 01 Sep 2014 07:10:59 +0000 yuniar 21681@https://www.machform.com/forums/ 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! morsecode on "Salesforce and Machform guide" https://www.machform.com/forums/topic/salesforce-and-machform-guide#post-21661 Thu, 28 Aug 2014 13:18:08 +0000 morsecode 21661@https://www.machform.com/forums/ 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: <a href="https://github.com/developerforce/Force.com-Toolkit-for-PHP/archive/master.zip" rel="nofollow">https://github.com/developerforce/Force.com-Toolkit-for-PHP/archive/master.zip</a> 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: <pre><code><?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*/ ?></code></pre> Be sure to fill in the $username, $pass and $token variables with your own details. 4. Upload "sfconfig.php" to the "includes" directory. For example, "machform/includes/sfconfig.php". 5. Edit includes/post-functions.php. Around line 5277 find: <code>$process_result['status'] = true;</code> 6. Below that paste: <pre><code>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)); }</code></pre> 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) <pre><code>$createFields = array( 'Full_Name__c' => $table_data['element_2'], 'Email__c' => $table_data['element_3'] );</code></pre> i) "Full_Name__c" is the API Name of the Full Name field I created within Salesforce. ii) "$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) <pre><code>$sObject->type = 'Candidate__c';</code></pre> Replace "Candidate__c" with whatever salesforce object you are working with. For example, Lead, Account, Custom__c c) <pre><code>//Submitting the Candidate to Salesforce $upsertResponse = $mySforceConnection->upsert("Email__c", array ($sObject));</code></pre> 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: <code>$process_result['status'] = true;</code> Insert below: <pre><code>if ($input['page_number'] == 1) { $_SESSION['is_valid_user'] = true; $_SESSION['form_data_page_1'] = $table_data; }</code></pre> This captures the data from page 1 and puts it into the $_SESSION['form_data_page_1'] array. You can add more lines below this to capture other pages: <pre><code>if ($input['page_number'] == 2) { $_SESSION['is_valid_user'] = true; $_SESSION['form_data_page_2'] = $table_data; }</code></pre> 2. Then instead of pasting the block of code from step 6 here, find: <pre><code>}else{ //if this is the last page</code></pre> around Line 5629 and paste below: <pre><code>if ($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)); }</code></pre> Notice: $_SESSION['form_data_page_1']['element_1'] Hope this helps! Thanks.