How to Connect Salesforce to Your WordPress Forms

How to Connect Salesforce to Your WordPress Forms

Are you looking to connect Salesforce to your WordPress forms? If so, you’re in the right place.

Creating a WordPress Salesforce integration allows businesses to seamlessly create new leads, track the customer journey, store confidential customer data, and more.

So, in this post, we’re going to cover exactly how to connect Salesforce to your WordPress forms. But first, let’s clarify why you’d want to do so in the first place.

Why Integrate Salesforce with WordPress?

There are several reasons why creating a WordPress Salesforce integration is good for your business.

To start, Salesforce is the leading customer relationship management tool (CRM) on the market. Salesforce manages your company’s relationships and interactions with leads, including storing and organizing user information, developing customer relationships, and offering personalized support.

Plus, WordPress is the leading content management system (CMS) for website owners. WordPress makes it easy to create blogs, online stores, publishing sites, and more. It’s easy to use, responsive, doesn’t cost much to get started.

When you put the two tools together, they create a powerful way for marketers and business owners to reach their marketing goals without causing massive headaches. You don’t need fancy code and outrageous technical knowledge to create a website that’s easy to run and drives results.

How to Create a WordPress Salesforce Integration

In this post, we’re going to use Salesforce and the WPForms Salesforce addon to connect the two applications. This addon makes it easy to connect your forms to Salesforce to create all types of objects without writing a single line of code.

Although it might sound intimidating, the whole process is actually really easy. So let’s get started!

Step 1: Verify Your Salesforce Plan

Before you begin, make sure your Salesforce account has proper API access so you don’t have to deal with any related issues later. You can do this by checking which edition you have.

With Salesforce, you can choose from the following plans:

  • Essentials
  • Professional
  • Enterprise
  • Unlimited

As long as you’re using any one of these plans, you’re good to go. If not, however, then you need to switch over before you can begin the integration.

To check your plan, log into Salesforce. You’ll be able to see the edition in the browser tab:

If it doesn’t appear, then you need to try a different method.

Using Lightning Experience mode, click your profile icon and select Switch to Salesforce Classic:

Then, click Setup on the top navigation menu:

Click on Company File » Company Information:

You’ll then see your edition type next to Organization Edition:

Now that you’re using an edition with API access, it’s time to move forward and begin the integration.

Step 2: Install and Activate WPForms

You need a powerful form builder to integrate with Salesforce which is why we’re using WPForms.

WPForms is the leading contact form plugin for WordPress. It’s packed with powerful features including form templates, entry management, payment integrations, and much more. The best part is that it’s beginner-friendly so even those new to WordPress or coding don’t have to worry about building a beautiful website.

You’ll need to download, install, and activate WPForms before moving forward.

If you need help with the installation, check out our guide on how to install a WordPress plugin.

Now it’s time to download the Salesforce addon for WPForms. From your WordPress dashboard, click on WPForms » Addons in the left-hand sidebar:

Then, install the Salesforce addon by clicking Install Addon:

Now that the installation is out of the way, let’s dive into integrating Salesforce with WPForms.

Step 3: Set Up Your Salesforce WordPress Integration

For this step, you need to set up a Salesforce app so that it’s easy for WPForms to connect to your site.

Go to your Salesforce account and make sure you’re on Salesforce Classic mode if you aren’t already:

Then, click Setup on the top navigation menu:

Scroll down and look for the Build menu item on the left sidebar. Click Create » Apps:

Scroll to where it says Connected Apps and click New:

You’ll be taken to a new screen where you have to fill out some information.

Where it says Connected App Name, choose a name for your app that’s easy to identify.

In the Contact Email field, type in your email:

Step 4: Authorize Your Salesforce App Permissions

Now it’s time to authenticate the app you just created.

Scroll down to the API section and click the Enable OAuth Settings checkbox:

To move forward, you need the WPForms callback URL so you can paste it into Salesforce.

In a separate tab, go back to your WordPress dashboard and click WPForms » Settings:

At the top, click Integrations:

Find the Salesforce icon and click the tiny arrow on the left of the logo to open it. Click Add New Account:

You now have a Callback URL that you can copy to your clipboard.

Go back to your Salesforce tab. Take the Callback URL you just copied and paste it into the OAuth settings box:

Now you’re going to scroll down to Selected OAuth Scopes and find the following 2 items:

  • Access and manage your data (api)
  • Perform requests on your behalf at any time (refresh_token, offline_access)

Add these 2 permissions to the Selected OAuth Scopes box on the right by dragging them over.

At the bottom of the screen, click Save.

If possible, we recommend waiting at least 10 minutes to move on to the next step. It takes a bit to finalize the connection and waiting a little can save you the extra hassle.

Step 5: Connect WordPress to Salesforce

Now it’s time to copy and paste the API keys into WordPress. It’s easier to do if you have WPForms and Salesforce in separate tabs so you can quickly switch between them.

To copy the API keys:

1. From your Salesforce browser, click Copy next to Consumer Key. Switch to your WPForms tab and paste the key.

2. Go back to your Salesforce browser. On the right, tap Click to Reveal. Copy the key, switch back to WPForms, and paste it.

Finally, click Connect to Salesforce:

Give Salesforce access by clicking Allow:

Your Salesforce account is officially connected to your WordPress site.

You should be able to see a message at the top confirming your connection’s success:

The Integrations page should also show that you’re successfully connected:

Now it’s time to make your WordPress forms.

Step 6: Create Your Salesforce WordPress Form

If you aren’t familiar with creating contact forms, check out this post on how to create forms in WordPress.

With WPForms, it’s easy to connect any form you want to Salesforce. You can create different objects including:

  • Campaigns
  • Contacts
  • Leads
  • Products
  • Cases
  • Accounts

For this example, we’ll create a lead from our contact form.

In the form builder, click Marketing:

Next, click Salesforce » Add New Connection:

Now you need to give your connection a name that’s easy to remember later:

Go to the Salesforce account you set up earlier and click Lead:

Map the fields of your contact form to the fields in the leads areas of your Salesforce account:

Click Save.

Step 7: Publish Your Salesforce WordPress Integration

Now’s the most exciting part: publishing the integration onto your WordPress website. And it takes just minutes.

Click Embed at the top of the form builder:

Next, click Create New Page:

Type in a name for your page:

Click the Let’s Go button. Doing so means WPForms has now created a WordPress webpage embedded with your form. Now, all that’s left to do is hit Publish:

Voila! You’ve successfully created a WordPress Salesforce integration. We hope you found this tutorial easy to follow and useful.

If you enjoyed this post, be sure to check out our article on the best WP CRM plugins for your small business. It will help you decide on a customer relationship management software that’s perfect for your business and its needs.

The post How to Connect Salesforce to Your WordPress Forms appeared first on IsItWP – Free WordPress Theme Detector.

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