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You have your Sitefinity CMS, you have your CRM and now you want these two to interact. It is :
As an example we will cover the basic scenario of generating leads in SalesForce by submitting a form on the Sitefinity site.
A form is a collection of field controls. On form submission the data from these controls will be used for the lead generation request to SalesForce. Somehow these field controls need to be mapped to the fields of a lead record within SalesForce. To allow that, we will use a custom forms control with a custom control designer that allows the user to set the mapping. The required fields for a lead creation are Last Name and Company. Here is the end result for a designer with these two fields:
Now let’s get started!
protected void Application_Start(object sender, EventArgs e) {
Telerik.Sitefinity.Abstractions.Bootstrapper.Initialized += Bootstrapper_Initialized;
}
protected void Bootstrapper_Initialized(object sender, Telerik.Sitefinity.Data.ExecutedEventArgs args) {
Config.RegisterSection<
SalesForceConfig
>();
}
Now start the site, go to the advanced settings, find the SalesForce section and configure the widget using the data from step 1.
And you are actually done!
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