Prepopulating WFFM forms with User Information (Pre-Sitecore 9)

It is possible to automatically pre-populate WFFM forms with Salesforce Contact (or Lead) data if the S4S Security provider has been implemented. In this scenario users log into the Sitecore website using credentials stored in the Salesforce Contact (or Lead) record. The Sitecore profile information is also stored in the contact record and can be rendered to the WFFM form using the standard Sitecore Rules settings as in the example below. A separate rule can be applied to each WFFM form field.

Next Step

Using a Custom Save Action DLL (Pre-Sitecore 9)

Steps

• Sitecore Configuration for WFFM (Pre-Sitecore 9)
  • Configure the Sitecore SaveAction Template Field (Pre-Sitecore 9)
  • Configure Multiple Salesforce Org Connection Strings (Pre-Sitecore 9)
  • Set the S4S Field Mappings (Pre-Sitecore 9)
  • Create a New Sitecore Web form (Pre-Sitecore 9)
• Pushing Sitecore Analytics to Salesforce (Optional) (Pre-Sitecore 9)
• Prepopulating WFFM forms with User Information (Pre-Sitecore 9)
• Identify And Push Visitor Save Action (Pre-Sitecore 9)
• Save Action Code Example (Pre-Sitecore 9)
• Using a Custom Save Action DLL (Pre-Sitecore 9)
  • Create a new Sitecore Web Forms Save Action (Pre-Sitecore 9)
  • Create Sitecore WFFM Form for the Custom Save Action (Pre-Sitecore 9)
• Using a Custom Save Action with the S4S Mapping Wizard (Pre-Sitecore 9)
• Custom Hidden Field Type (Pre-Sitecore 9)