Re-run Salesforce Integration when it fails the first time

By: Jon Liu | Asked: 04/24/2025
ForumsCategory: How-toRe-run Salesforce Integration when it fails the first time
Jon Liu asked 4 weeks ago

I have a form that integrates with Salesforce.  If the form fails to upload the data into Salesforce, there is no mechanism to rerun it again without having the user submit the form again.  This is a big problem when you have a long form and need to reenter all the data again into the form.  We will lose customers if we ask them to fill it out again.  Formstack has a button to re-run the integration.  Is there a way in Formidable Forms or plan to add this?

1 Answers
Victor Font Staff answered 4 weeks ago

You can create a custom button that trigger this hook: https://formidableforms.com/knowledgebase/frm_custom_trigger_action/

Jon Liu replied 4 weeks ago

Thank you for responding, is there a specific Salesforce example you can show me?

Victor Font Staff replied 4 weeks ago

No, haven't worked with Salesforce in years.

Jon Liu replied 2 weeks ago

Are there any other examples of using this trigger?

Victor Font Staff replied 2 weeks ago

No, but I think I found something better. I searched the entries in my Formidable Masterminds Codex and found a public static method called trigger_salesforce(). You use it this way:

FrmSalesforceAppController::trigger_salesforce( $action, $entry, $form )

You can even tie this to a custom button to trigger it through the UX.

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