Many of our clients are keeping their customer data in Salesforce.com and asking for help getting SharePoint and Salesforce to work together.
For this example, I'll describe integrating the web-to-lead code generated by Salesforce into a SharePoint page. This gives you the option to quickly generate a new form and monitor your incoming web leads in real time.
Unfortunately, you won't be able to just drop the code into a content editor web part because of the additional tags that Salesforce generates. So you'll need to do a little extra work to add the new forms.
First, go ahead and generate the code for the form in Salesforce. There's plenty of help documentation on these steps, so just a quick reminder where to find it in Salesforce:
Salesforce will let you designate the fields you want on your form based on the existing Lead Fields. It also will let you designate the address of your thank you page to send the user to after they complete the field. After defining your form, go ahead and generate the code and copy it to your clipboard.
Now moving to SharePoint, open up SharePoint Designer and create a new blank HTML page. Copy your code between the pages body tags. The HTML will need to be cleaned up a little bit to give it the proper spacing and formatting like your site. Next save the page into a document library.
Next create a new page in SharePoint, add a page viewer web part, and reference the HTML page with the code.
The form now looks like this. I've also added some test data:
After submitting the form and Switching back to Salesforce.com, we can see the lead come in.
You'll also notice I've hardcoded the form to pass additional information along with the lead. In this case it also recorded the location of the name of form the user filled out.
Of course using the content editor web part would make things a lot easier, especially when trying to keep your styling consistent.
You may want to investigate some of the third party companies who have created Salesforce to SharePoint integration web parts if you do a lot of forms.