Salesforce is one of the top Customer Relationship Management (CRM) platforms in the world. It is a cloud computing application that is serving 150,000+ companies worldwide. If you are a Salesforce user, weForms has some good news for you! Now, you can easily integrate Salesforce and WordPress using weForms. This is a premium extension that requires upgrading to weForms Business or Developer, but it is extremely easy to use when comparing to other integrations. In this WordPress tutorial, we will cover integrating Salesforce with WordPress, activating the module, configuring it and use cases.
How to Activate the Salesforce Integration Module
Please note that in order to use this functionality, you will need the Business license for weForms in order to use this module.
To activate, navigate to the WordPress Admin Dashboard → weForms → Modules
Now, look for the Salesforce Integration and click on the toggle switch. This will activate the Salesforce module for your WordPress installation.
Configuring Salesforce Integration
At first, you must have either Salesforce Enterprise or Developer account. Only these two supports API to connect with other apps.
Make sure API is enabled from Salesforce Setup Page. You will find it under Administration → Users → Profiles → Administrative Permissions and General User Permissions
Now, navigate to – WordPress Admin Dashboard → weForms → Settings → Salesforce
Click on the Connect Now button to connect weForms with your Salesforce account.
You will get a new window where it will ask to allow access. Simply click on the Allow button and Salesforce will share your personal settings with weForms so that the integration can work flawlessly.
After establishing a connection successfully, you will get a message stating that your weForms is connected with Salesforce. You are also able to disconnect anytime you want using the Disconnect button.
Setting Up Salesforce for Individual WordPress Forms
In order to sync your Salesforce contact list with weForms, you will need to create your own form first. You can read this doc containing detailed instruction on how to create and publish a form.
Now, navigate to – WordPress Admin Dashboard → weForms → Click on a form → Integrations
Enable Salesforce and click on the refresh icon.
Select the SObjects Types from the drop-down list.
In this step, you will need to map salesforce fields with weforms form fields. Please note that – Last name is a required field that you must map with weForms name fields.
You can click on the select field menu under Salesforce field and choose the fields you want to map with. After mapping properly, Save your form and publish it.
When a new user registers using your form, they will be added to your Salesforce list that you have selected while configuring.
Quick overview of the weForms / Salesforce for WordPress Module
Congratulations. You now know how to integrate Salesforce for your WordPress contact forms using the best form plugin, weForms.