Prepopulating WFFM forms with User Information

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

Identify And Push Visitor Save Action

Steps

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