Solved

Is there a way to create a Salesforce app that allows data entry outside of a login?

Posted on 2016-09-20
2
51 Views
Last Modified: 2016-09-21
Hi all,

We just got Salesforce here, and our account reps are interested in a page that would exist outside the login but allow people to enter their data into Contacts (like name, phone, email, and company or something like that).

The idea is that they want to post a QR code at their table at a conference or whatever and allow people to just use it to navigate to this page to request more information from us on products. The issue isn't the QR code, obviously, it's the outside-the-login page. I'm not seeing anything that would indicate a way to do that within Salesforce, and that we'd have to develop a web page that would feed that info TO Salesforce.  

Please advise!
0
Comment
Question by:jfellrath
2 Comments
 
LVL 18

Accepted Solution

by:
Serena Hsi earned 500 total points
ID: 41808114
Are you currently using an email service provider (generally used to send sales and marketing messages to customers or prospects), such as one that is already paired with Salesforce such as ExactTarget or Pardot? If you do, it's pretty easy to setup a landing page with those specifications and have the keyed in data match up to prospect lead fields in Salesforce.

However. if you do not, you'll have to use a workaround, like say a custom web page hosted on your domain that behaves like a web contact form and then patch it to Salesforce using an API.

Otherwise, any web contact form, even one hosted using Google Sheets, you'd need to manually collect that data and import it into Salesforce using the import wizard tool.
0
 
LVL 1

Author Closing Comment

by:jfellrath
ID: 41808608
The latter is kind of what I was thinking of, but we are indeed using ExactTarget here so that may be an option.  Thank you so much!
0

Featured Post

ScreenConnect 6.0 Free Trial

Explore all the enhancements in one game-changing release, ScreenConnect 6.0, based on partner feedback. New features include a redesigned UI, app configurations and chat acknowledgement to improve customer engagement!

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

I showed you how to use console view (HERE (http://www.experts-exchange.com/articles/18379/Getting-Started-and-Using-the-Salesforce-com-Console.html)) -– but how do you set it up on the admin side of Salesforce? Note that you have to have Admin leve…
Salesforce.com is a cloud-based customer relationship management (CRM) system. In this article, you will learn how to add and map custom lead and contact fields to your Salesforce instance.
This tutorial gives a high-level tour of the interface of Marketo (a marketing automation tool to help businesses track and engage prospective customers and drive them to purchase). You will see the main areas including Marketing Activities, Design …
Microsoft Active Directory, the widely used IT infrastructure, is known for its high risk of credential theft. The best way to test your Active Directory’s vulnerabilities to pass-the-ticket, pass-the-hash, privilege escalation, and malware attacks …

777 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question