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Add Salesforce plugin #113

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@Sakib25800 Sakib25800 commented Nov 17, 2024

Description

Backend: https://github.com/Sakib25800/framer-salesforce-api

This PR adds the Salesforce Plugin. To get started enter some fake details and get a demo version. Alternatively, use my account details.

Setup

  • To obtain a business unit ID: head to quick find > search 'account engagement' > click 'Business Unit Setup' > copy ID
  • MCAE = Marketing Cloud Account Engagement
  • View further info on the plugin further info on Salesforce.

Note

  • The Salesforce API does not return object field configurations with Ids but instead an immutable name field
  • Custom (user created) fields have mutable name fields so for those we fetch the corresponding Id for it

Testing

  • Setup
    • Enter BUID
    • Expect invalid BUIDs to get rejected and user to get notified
    • If you choose not to enter an ID, anything involving account engagement should error out
  • Web Forms
    • Search and select an object
    • Copy the webhook
    • Use the webhook
  • MCAE Forms
    • Drag-and-drop a form
    • Expect to see an embed with the URL of the form. Note: it will error out if MCAE has no custom domain connected so expect an error
  • MCAE Forms > Form Handlers
    • Copy webhook
    • Use webhook
  • Tracking
    • There is no Marketing Cloud Demo so you'll just have to look at the code - but this essentially embeds the Marketing Cloud tracking script
  • Messaging
    • Create a new embedded service deployment (find this in the quick finder) > 'Messaging for In-App and Web'
    • Expect the deployment to appear in the plugin and the ability to copy the HTML embed code
  • Account
    • Connect either staging or production domain
    • Disconnect either staging or production domain
    • Logging out should remove all data associated with the user ID
  • Sync
    • Select an object
    • Usual CMS stuff

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vercel bot commented Nov 17, 2024

@Sakib25800 is attempting to deploy a commit to the Framer Team on Vercel.

A member of the Team first needs to authorize it.

@Sakib25800 Sakib25800 force-pushed the salesforce-plugin branch 2 times, most recently from dad8b44 to b1bd42d Compare November 28, 2024 21:54
@Sakib25800 Sakib25800 marked this pull request as ready for review November 28, 2024 21:56
@Sakib25800 Sakib25800 marked this pull request as draft November 28, 2024 22:12
@Sakib25800 Sakib25800 marked this pull request as ready for review November 29, 2024 12:20
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