Welcome to our tutorials page.
We have a full on documentation tab in our plugin but if you are more of a visual learner you can check out the tutorial video’s here.
If you want to check out all the plugins features please feel free to check them out here.
How to get your Salesforce oid/orgid
Before being able to create a form in our plugin you will be needing you Salesforce organization ID.
In this tutorial we show you how to get your Salesforce organization ID.
How to get your Salesforce submit URL.
How to get your web-to-lead or web-to-case submit URL.
In this tutorial we show you how to get your Salesforce submit url by using our own generator inside the plugin.
How to get your Salesforce field id’s.
How to get your Salesforce field id. This is needed when adding fields in our plugin. The fields in the plugin need the exact same ID than what Salesforce is requesting.
In this tutorial we show you how to get your Salesforce field id for a web-to-lead or web-to-case.
How to create a choice set.
In this tutorial we show you how to get create a choice set.
A choice set is a picklist that has pre-defined values so you don’t have to fill in the values manually when adding a normal picklist in the form.
How to create a multistep form.
In this tutorial we show you how to get create/enable the multistep form.
This helps when you are asking a lot of data of your customers so you can split it up into different steps.
How to use the address component field.
In this tutorial we show you how to use the address component using your Google Maps API key.
Here we will explain to you how to restrict countries or how to use the address component fields to ask clients for their addres which it then autofills when they start typing.
How to style your forms.
In this tutorial we show you how to use the styling tab where you can change general colors of the form and also the messages that are being displayed when you submit a form for example.
How does the UTM Listener field work.
In this tutorial we show you how to use the UTM Listener field. This is a very usefull field that can be used for your marketing email campaigns or also for example giving a lead or contact ID straight into the URL so that the customer can update his own details when it’s getting pushed to Salesforce because you allready have their ID in the form.
How to place your form on a page.
In this tutorial we show you how to use the shortcode that is being generated to put your form onto a web page.
