WPForms – Salesforce CRM Integration (Kinds)

WPForms – Salesforce CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress WPForms and Salesforce CRM. Easily add automatically Contacts, Cases and Leads into Salesforce CRM when people submit a WPForms form on your site.

Features

• Easily integrate WPForms form to Salesforce CRM Contact
• Easily integrate WPForms form to Salesforce CRM Case
• Easily integrate WPForms form to Salesforce CRM Lead
• Integrated WPForms form can automatically add your site new form data to Salesforce CRM Contact
• Integrated WPForms form can automatically add your site new form data to Salesforce CRM Case
• Integrated WPForms form can automatically add your site new form data to Salesforce CRM Lead
• Easily map your WPForms form fields to Salesforce CRM Contact, Case and Lead fields
• Making customer relationship management simple
• Integrate unlimited WPForms forms

Salesforce CRM Edition Supported

• Salesforce CRM provides API access inbuilt and is enabled by default in bellow edition.
  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition
• Note: Salesforce CRM not provides API access inbuilt and is not enabled in bellow edition. You can also purchase API access for a bellow edition.
  • Contact Edition
  • Group Edition
  • Professional Edition

Installation

This plugin requires the WPForms plugin.

WordPress Dashboard

• Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
• Click on ‘Upload Plugin’
• Upload ‘WPForms – Salesforce CRM Integration’ plugin zip
• Activate ‘WPForms – Salesforce CRM Integration’ plugin

FTP, SFTP, SCP etc…

• Unzip ‘WPForms – Salesforce CRM Integration’ plugin zip
• Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
• Activate ‘WPForms – Salesforce CRM Integration’ plugin

Configuration

• Create Connected App in Salesforce CRM. The guide is here.
• Go to ‘Admin’ -> ‘WPF – Salesforce’ -> ‘Configuration’
• Consumer Key: Add your Salesforce Connected App consumer key
• Consumer Secret: Add your Salesforce Connected App consumer secret
• Username: Add your Salesforce account username
• Password: Add your Salesforce account password
• Click on ‘Save’ button

Integration

• Go to ‘Admin’ -> ‘WPF – Salesforce’ -> ‘Integration’
• You can see list of WPForms Forms
• Click on edit form icon which you want to integrate form
• Select a Salesforce CRM module you want to integrate with current form
• Click on ‘Filter’ button to filter module fields
• Check ‘Salesforce Integration?’ checkbox if you want to integrate Salesforce CRM
• Map fields which you want to map
  Note: Bellow module wise fields are required in Salesforce CRM and it must be mapped in Form.
  • Contact: Last Name
  • Case: Case Origin
  • Lead: Last Name and Company Name
• Click on ‘Save’ button to map fields
• Note: Map fields which is creatable in Salesforce CRM module

Changelog

1.0.0
 - Initial release