Custom Fields Notes

  • Resolved jjcstudios

    (@jjcstudios)


    9 years, 10 months ago

    Nick, I hope I am explaining this correctly.

    I have created a custom text field area in Sales Force called Additional Notes.

    On my WordPress form I have 2 fields labeled 1) Dental Practice You Visit 2) Dental Practice Phone Number where people will input this information.

    Is there a way to have the information from both of these fields (possibly more fields) added to the Sales Force Additional Notes text field area and can each field be on it’s own line.

    Let me know if this doable with your plugin.

    Many thanks.

    https://www.ads-software.com/plugins/salesforce-wordpress-to-lead/

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author Nick Ciske

    (@nickciske)

    Yup… if you know PHP — there’s a pre-submit filter that fits the bill nicely.

    If not, you’d need to hire someone to write the code to combine those field before they get submitted to SalesForce. I’m not taking on small projects at the moment, so unless you have additional work beyond this, I wouldn’t be able to help you.

    Though, honestly, why not just keep them as discrete fields?

    Thread Starter jjcstudios

    (@jjcstudios)

    hmmm… Is there a easy way to map multiple custom fields into the Lead Detail > Additional Information Description field (see below) or does that require some PHP code as well. I think the below sample was added by admin and not populated automatically

    https://www.dropbox.com/s/i4zh5ayupawlr2g/sfTest.jpg?dl=0

    Thanks,
    John

    Plugin Author Nick Ciske

    (@nickciske)

    If you want to do it before it gets to Salesforce, it requires PHP and is not simple –it’s custom code.

    If you store it all individually at SalesForce you could theoretically use a Formula field to concatenate it all together into a new field and/or map that field to a built in field. But that’s a question for SalesForce support as I am not them ??

    Formula
    A read-only field that derives its value from a formula expression you define. The formula field is updated when any of the source fields change.

    Type: Text
    Create a text string, for example, by concatenating other text fields.

    Example: Full Name = LastName & ", " & FirstName

Viewing 3 replies - 1 through 3 (of 3 total)
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