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GenesisSoftGenesisSoft 

Need help in creating attachment in SalesForce from data captured on website form

Hello,
 
We are integrating SalesForce into a website. We are using the Web-to-Case module. This is the scenario we want to accomplish: User visits a website and fills out a form. When user submits form, it will convert the form (with input data) into PDF. The PDF will be sent/assigned to an account in SalesForce as a PDF "attachment."

In the "generate html," there are 19 fields, which are: Contact Name, Email, Phone, Subject, Description, Company, Type, Status, Case Reason, Priority, Case Record Type, Response Time, Estimated Effort, Actual Effort, Type of Case, Department, Remote Support, Due Date and Billble. But there is no "file type" field. I need one "file type" field to store the PDF file and send the PDF to salesforce.com.
We got the following answer:
 
"First, create the case and save the id of the new case.

Second, create the attachment and use the case id to relate the attachment to the case.

The assumption is that you have api access and can execute these calls from your web server."
 
What we don't understand is how the API Access works on SalesForce--how/where do we access it? We are knew to SalesForce. Also, how can we find specific information on how to create an attachment according to the scenario above? Any information that would be helpful to what we are trying to accomplish above would be most appreciated.
 
 
Thank you for your help.
 
Regards,
James
Rick.BanisterRick.Banister
James, this is an absolutely perfect application of Sesame Software's Relational Junction integration product. We have many customers who have built customer facing web portals on their salesforce.com data by using our bi-directional database replication and foreign-key management technology. The concept is this:
  • Relational Junction for Salesforce automatically builds a database schema in any of the following database platforms -- Oracle, MySQL, SQLServer, DB2, or Sybase. We support any version of Linux, Solaris, or Windows.
  • Replication of your salesforce data to the database is fast, efficient, and incremental for all tables.
  • Your wep app creates or modifies the database records using plain old SQL, taging an indicator field with insert, update, or delete flags on the records. You do not use any API calls to the database, you use native SQL.
  • You replicate the changed tables back to salesforce.com. Relational Junction does what you indicate on the changed records.
  • All parent-child relationships are automatically maintained as new records are created in salesforce and parent records get their salesforce ID's populated
This will eliminate all API programming, and completely demystify the development process. You can use the salesforce data model directly, without the need to reverse-engineer the schema or the relationships, since Relational Junction does that for you. Your database is built in 5 minutes, and your data can be loaded faster than the time it takes to show you.

Relational Junction powers salesforce.com integration and reporting at companies all over the world, including startups and billion-dollar enterprises. Sesame Software has a 19-year track record of providing integration software, the financial stability to be in business 19 years from now, and a track record with salesforce.com that is unparalleled among the integration vendors. We are the highest ranked integration product on the AppeExchange -- all of our customers rate us 5.0 on customer reviews.

We provide a free proof of concept that we can set up for you in 30 minutes. Contact us for a demonstration at +1 (831) 234-0754 or info@sesamesoftware.com.
Nazeer AhamedNazeer Ahamed
Hi James,

Have you achived this, how you handled web to case with attachment. please let me know the details. thanks