Slaesforce FAQ

how to use salesforce data on my web site

by Chris Pacocha Published 2 years ago Updated 2 years ago
image

Salesforce Integration With My Website

  • Step 1 – Enable Site. For this purpose, Login to your Salesforce account and type the Sites in the Quick find bar. Click...
  • Step 2 – Create a Site. In this step, you actually have to create a site for the domain, you just registered. Click on...
  • Step 3 – Configure the Data Access. Again, in the quick find box under set up, type the...

Enable Salesforce Sites
  1. Click the Setup gear ( ), then Setup.
  2. Enter Sites in the Quick Find box, then select Sites under Sites and Domains.
  3. Read the Salesforce Sites Terms of Use and select the box to acknowledge them.
  4. Click Register My Salesforce Site Domain.

Full Answer

How to create a website in Salesforce?

For this purpose, you need to a create a site first on the Force.com platform. Enable the site, configure the data access organization-wide details, and set the user access permission sets by making sure that you will not hurt anything. For this purpose, Login to your Salesforce account and type the Sites in the Quick find bar.

How to configure data access in Salesforce?

Enable the site, configure the data access organization-wide details, and set the user access permission sets by making sure that you will not hurt anything. For this purpose, Login to your Salesforce account and type the Sites in the Quick find bar.

What is the use of Salesforce connect?

Salesforce Connect Tightly integrate external data sources into your apps, giving employees a unified customer view, on any device. Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API.

What are the benefits of Salesforce sites?

And because sites are built on native Visualforce pages, data validation on collected information is performed automatically. You can also enable users to register for or log in to an associated portal seamlessly from your public site. Salesforce Sites is subject to these additional Terms of Use.

See more

image

Can I host my website on Salesforce?

Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring users to log in with a username and password.

How do I integrate Salesforce into WordPress?

Steps to Set Up Salesforce WordPress IntegrationStep 1: Install Salesforce WordPress Web-to-Lead Plugin.Step 2: Enter Salesforce Organization ID in the Plugin.Step 3: Customize your Form.Step 4: Embed your Form in WordPress.

How do I connect to a database in Salesforce?

Stage 1: Get startedSelect External Data > New Data Source > From Online Services > From Salesforce.Do one of the following: To import, select Import the source data into a new table in the current database. To link, select Link the data source by creating a linked table.Select OK.

What websites use Salesforce?

Examples of Salesforce Commerce Cloud (Demandware) websitesSweaty Betty. Very clean, UX-focused eCommerce store that is a huge improvement on their previous version. ... Adidas. ... Tate Modern. ... Beats By Dre. ... L'Oreal USA. ... Joseph. ... Boohoo. ... Brooks Brothers.More items...•

How do I create a web lead in Salesforce?

How to setup web to lead SalesforceSalesforce Classic : Go to Setup -> Customize -> Leads -> Web-to-lead.Salesforce lightning: Go to Setup -> Feature Settings -> Marketing -> Web-to Lead.Click on Create Web -to-Lead Form.Select the fields you want on the form, give the redirect URL,More items...•

Does Salesforce own WordPress?

In September, Salesforce Ventures, the venture of arm of Salesforce, announced a hefty $300 million investment in Automattic, the company behind WordPress, the ubiquitous content management system ...

How do I get data from Salesforce?

Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...

How do I integrate Salesforce with an external database?

You can use any one of the following approaches to integrate Salesforce data with your external database:Use Force.com Web Services API.Use WSDL (Web Services Description Language)Use Hevo Data.Use CopyStorm.

How do I access external data in Salesforce?

See Set Up Salesforce Connect to Access External Data with a Custom Adapter.From Setup, enter External Data Sources in the Quick Find box, then select External Data Sources.Click New External Data Source, or click Edit to modify an existing external data source.Select the authentication protocol. ... Click Save.More items...

Who is Salesforce biggest competitor?

Top Salesforce AlternativesMicrosoft.Oracle.SAP.SugarCRM.Zoho.Sage.Zendesk.CRMNEXT.

How do I activate a site in Salesforce?

To activate a site:From Setup, enter Digital Experiences in the global search box. Select Sites.Open Experience Workspaces or Experience Management.Click Administration | Administration.Click Activate.Click OK.

How do I publish my Salesforce site?

You can publish your entire site or just specific items.Click Publish Changes....To publish: All recent changes, ensure Site-wide changes is selected. ... Click Next and then review the list of items to be published.Click Next and then add a publishing note, if required. ... Click Publish.

How To Pull Images from Salesforce to Display on Your Form

You may already know that with FormAssembly you can display Salesforce data on website forms, but did you also know you can display images from Salesforce? In this blog post, we are going to take a look at how we can import images from Salesforce to display on your form.

Form Setup

The form will not include any input fields – just some labels for the respondents to select the right model.

Salesforce Setup

Note: Your Salesforce setup can be completely different from the one I showcase here. My goal is to outline the requirements for this use case to work.

Connector Setup

The connector setup to allow you to display Salesforce data and images on your website is fairly simple. We just need to map the name and the URL of the image to the repeatable section of our form. Make sure to set the lookup to repeat fields if more than one record is found.

Import an Image from Salesforce to the Form Using JavaScript

Here’s the fun part – dynamic images! The idea is to grab the value of the URL field and put it inside of src property of img elements. We’re going to use some JavaScript to achieve that.

Results

After following these directions to display Salesforce data and images on your website forms, you should end up with a user-friendly list of products like the one above. The steps outlined in this tutorial could be used in a variety of other applications, including catalogs, applications, surveys, etc.

What is Lightning Platform?

The Lightning Platform is unified and connected with robust APIs and services ready for data integration and system integration of back-office systems, communities, and more. The Lightning Platform empowers multiple types of enterprise application integration, including API integration, data integration, business logic integration, and user interface integration. With the Lightning Platform, no datasource is out of reach.

Can you use point and click in Salesforce?

Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API. You can even seamlessly connect data between your Salesforce instances, no coding required. GET THE GUIDE.

What is Salesforce site?

Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization— without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through a branded URL of your choice.

How to determine the URL of a Salesforce site?

The Salesforce Sites Domain. For each of your sites, you determine the URL of the site by establishing the site's domain name. You can choose one of the following domain options. Use your Salesforce Sites domain. With this option, your Salesforce Sites domain name is used for all the sites that you create.

What is Salesforce information?

Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9