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salesforce_web_to_lead

Sales force web to lead

Configuration file

learnexa_trunk/config/salesforce.yml has the configuration details needed for web to lead functionality to work fine.

1) Under the given environment stanza change the value of 'oid' to the web to the needed salesforce account's oid value to capture the leads.

At present on dev01 and Qa01 this value should be 00Do0000000Yh4G.

On production it's value should be 00Di0000000fsr7.

Deployment instructions

1) Create a file /deploy/crossbow/shared/config/salesforce.yml and copy the contents from <current_tag>/config/salesforce.yml to it.

2) Update the value of oid in the given environment to the value mentioned above.(For example on production, the value of oid in production stanza should be - 00Di0000000fsr7).

3) Edit the deploy script to make sure this config file is served from shared.

#as deploy user
vi ~/crossbow/config/deploy.rb
#Add the following line to symlink, under - task :dblink, :roles => :app do . It should look like below

task :dblink, :roles => :app do
----
----
run "ln -nfs #{shared_path}/config/salesforce.yml #{release_path}/config/salesforce.yml"
end
salesforce_web_to_lead.txt · Last modified: 2018/08/31 16:16 (external edit)