Website to Salesforce.com application - script and process
$300-1000 USD
In Progress
Posted about 12 years ago
$300-1000 USD
Paid on delivery
IMPORTANT
I will NOT - REPEAT NOT favour any bidders who send ANY follow up emails/private messages from their initial bid. I will consider all bids based on the initial contact ONLY and will disqualify any people sending me follow up emails/private messages.
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We require an AJAX account opening application form/script to be developed for us to place on our existing website.
The script/form must be developed in cosmetic/aesthetic consideration of our existing website - details of which will be given to the successful bidder.
The actual process will be as follows:
1.
Website form displays four fields:
First Name
Last Name
Email Address
Phone Number
<hidden field> Lead source
<"CONTINUE" button>
2.
Once continue is pressed, the script creates a "lead" record in salesforce.com. The script will also record the "lead ID" created in [login to view URL] for the purposes of updating the same lead record with further details (below).
The website form then displays the remaining required customer details:
<picklist> Country
<text> Unit number
<text> Street number
<text> Street name
<picklist> Street type
<text> City
<picklist> State* -- States displayed in picklist will depend on which Country is selected.
<text> Postal Code
<date> Date of birth
<Checkbox> "I have read, understood and agree to the terms and conditions in the combined Product Disclosure Statement (PDS), Financial Services Guide (FSG) document, and in the Client Agreement" - with embedded link to relevant document MANDATORY
<Checkbox> "Please subscribe me to the morning newsletter" OPTIONAL
<Checkbox> "I am happy to be contacted in relation to other products and services"
<"SUBMIT" button>
3. Once "SUBMIT" button is pressed, the previously created record in salesforce is UPDATED with the additional information.
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This script requires the Salesforce PHP Toolkit which can be acquired from [login to view URL]
There’s good documentation on the toolkit here [login to view URL]
--- Development and Testing ---
We will allow access to a [login to view URL] sandbox for the purposes of testing the script and will be available throughout the development process to answer any questions. Once the testing is successful, we will want full access to the code to give to our existing hosting/development company to implement in our existing website.
___________________________________________________________________
IMPORTANT
I will NOT - REPEAT NOT favour any bidders who send ANY follow up emails form their initial bid. I will consider all bids based on the initial contact ONLY and will disqualify any people sending me follow up emails/private messages.