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1 Antwort
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    22. Feb. 2024, 13:28

    Yes. It is possible. What is your use case?

    I've created multiple campaign member records if someone completes a form to attend multiple events/campaigns

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When someone fills out the Formstack volunteer application on our main company website, a new Contact record is supposed to be created in Salesforce (unless the person is already in Salesforce). In the last few days, some (but not all) of the Formstack applications submitted on our website are not creating new Contacts in Salesforce. There seems to be no obvious logic as to why some applications are going through in Salesforce and others aren't. All submitted applications appear normal inside Formstack itself. Our volunteer team submitted a ticket to Formstack and is waiting to hear back. Has anyone else experienced this issue and if so, did it end up being something you had to troubleshoot on the Salesforce side?

3 Antworten
  1. 22. Nov. 2023, 20:53

    @Lizzy Roberts Thanks for checking in! We actually just resolved this issue yesterday, with the combined assistance of a consultant and Formstack support.

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I have been wanting for some time to develop our SF NPSP so that we can integrate data collected via our website (through use of a webform) into a Custom object e.g. Referrals or Training Enquiries.  I've used Trailhead and researched quite a bit but just haven't been able to get the step by step info I need to proceed with this. I'm hoping to learn if there's any training specific to just this element of work or any advice on how I could proceed would be very much appreciated. 

20 Antworten
  1. 2. Mai 2022, 15:22

    @Charles Thompson this is a fantastic article and I will definitely try to work through the steps and see how I get on. Appreciate you spending your Sunday on this - that's real dedication..... :-D

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Salesforce consultants! Have you used the Formstack for Salesforce app? If so, what was your use case and how was your experience?

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Hello everyone,

I have two questions for which I need your suggestions:

1. Have you migrated data from the FileMaker database to Salesforce? If so, please let me know the resources I can refer to do this.

2. Has anybody integrated Stripe with Salesforce? If so, please let me know the process.

Also, we do use Formstack, is it good to integrate Stripe to Formstack and then connect it back to Salesforce?

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Is anyone here using the Pardot integration on Formstack?

 

Keep getting an error about pardot required fields been missing and I've added them all to the form and the form handler although the campaign and profile (required fields) are not visible to me on pardot. Does anyone know why this may be?

2 Kommentare
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I am new to MC and looking to see if anyone has had success integrating Formstack to SFMC.  A few issues I've run into

 

1) Instance - to find it it says look in my url when in SFMC, but that says 11 and it's not available as an option in the Formstack Integration

    a) also have same problem integrating Sumo to SFMC

2) Was hoping to place all records collected in those forms into a data extension to run a welcome series off of these.  These records shouldn't be injected into my master contacts as I have a nightly CDI process i run outside of SFMC that will connect that record to other information

 

Would love any support and help you can give.  I am a marketer trying to play an "admin" role to move the data.  So might need more help than the average.  TIA

2 Kommentare
  1. 29. Apr. 2020, 22:30
    I have used formstack with SFMC, but it has been a few years we were on S1 so no issues, you may need to contact formstack support so they can add stack 11 if its not available.
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Hello!

 

I have a field on a form (through Formstack) with possibility for multiple selections. I am passing those values through a Pardot Form Handler into a custom Pardot Prospect field, to a custom Salesforce Contact multi-picklist field. However, when I submit a test form, I receive plain-text values in the Pardot Prospect field, not picklist values. 

 

Instead of: 

- Option A

- Option B

 

I get "OptionAOptionB" as text. In the Formstack form settings, when I try to link the Pardot Form Handler to the Formstack form, I can only select "Value" (options are Value or Field); all other fields are passed through the "Field" option, but if I try "Field" instead of "Value", Pardot does not receive any value for it (I know that because the field is required in Pardot, so the form errors out; when I make the field not required, the form submits and no data is passed into the Pardot field from the Formstack field). 

 

Any insights anybody? I think this if a Formstack problem but curious if anybody else has had the issue. Salesforce / Pardot help docs aren't very useful in this case.

2 Kommentare
  1. 3. Apr. 2020, 15:46
    Hi @Cole McIntyre, it is still a problem. We are using the Pardot multi-selection but our current bottleneck is getting the API call logs from Formstack to see what data is being sent to Pardot. I can make Formstack communicate to Salesforce correctly (then sync to Pardot), but can't make the reverse of Formstack to Pardot then sync to Salesforce work. The Pardot help desk said Formstack needs to pass data in a particular format to be accepted by Pardot, but what is super strange is that this integration was working, then stopped working. Don't know why it or what even changed.
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Hello,

We'd like to send subscribers (added via synced DE) who are in a Journey a survey, add the information they submitted to their record in Sales Cloud, and then do a decision split based on their survey response.

 

I'm hoping someone can point me to a best-practices, or example of a way to conduct a survey with subscribers and incorporate the answers they submitted back into their MC/SC records.  My company currently uses FormStack and I was initially thinking we could use that to update SC records and let the data sync again before running the data split.  Is there a way to autofill fields with subscriber data I already have (i.e. someone's email)?  Should I be using the Survey object in SC?  Is this the type of thing that I should build with a CloudPage and Smart Capture?

 

Thanks in advance for any suggestions.

4 Kommentare
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Overview: VISIONS offer(ed) students/parents the option to pay tuition via ACH/direct debit for the listed price or use a credit card and cover processing fees. Using Stripe as a payment gateway with a strong preference not to change that. Used Blackthorn Payments for 1.5 years, and parents paid via a Flow embedded in a Community that would calculate the correct amount to charge based on the payment method. Once Blackthorn updated their pricing model, our "grandfathered"/non-upgradable edition became slowly more and more buggy; this spring we were forced to retire it and either ask parents to mail in a check or direct them to a Formstack webform where they could make a CC payment.

 

I'm interested in how others are managing situations in which they offer either direct debit/ACH transactions for no fee, or credit card transactions where the fee is automatically added to the total.

 

Blackthorn (when it was working) was pretty ideal: families made either a card or ACH payment within the community; a valid card transaction immediately updated a custom "Transaction" object in SF to "paid" status while an ACH transaction would start in "pending" status and then update to "paid" via webhook from Stripe once it cleared, several days later.

 

I'm currently relying on a webform (Formstack for SF) to process card payments, and pass the appropriate record ID(s) and amount in via the url on a non-community page. I think something similar could work for ACH; and then use Zapier to find/update the correct record in SF once the transaction clears in Stripe *edit: actually, I'm not sure if Zapier can fire when the status of an ACH transaction changes...

 

Any apps to recommend? Creative workarounds? Custom code? How tough was it to set up?

Thanks for any input or ideas.

1 Antwort
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