Salesforce.com keeps some useful information in URL. It could be used on redirecting page, identifying objects types, switching records, and etc.
In my salesforce.com org, Process Instance Node still occupy data storage after removing related objects and approval process. I have try several tools to delete unsuccessfully. Therefore, I keep a note and will update this post continuously until they are gone.
Here I am going to show you to to Embedded Salesforce page in WordPress as I have mentioned in my previous post How to get data in Salesforce from WordPress without authentication?
We are going to create a Visualforce Page, and make it available in WordPress.
When I am testing a Salesforce REST with Chrome, it was displayed in XML format. Therefore, I try to use SimpleXML with PHP to parse but never work. It is not SOAP and has nothing wrong with xmlsns (XML name space), neither.
It’s easy to create content in WordPress. But what if we need to get data from Salesforce? For example, if I want to show the total registered number of a campaign, what should I do?
So far as I know, there are two different solution.
- Embedded Salesforce page in WordPress
- Get data through Salesforce REST API
I have been working as a business analyze, admin, and developer of Salesforce. They have different mission and need different tools in Salesforce. But there are so much to learn, you might get lost easily.
Therefore, I share my experience with three different roles. Wish they could help you focus and know where to begin.
I record three quick demo for different Salesforce users to explain how to process a quote.
A quote should be based on the product in price book and with flexibility to support sales price and list price. You might need audit logs and approval process for important quotes if necessary.