Plugin Directory

WordPress-to-lead for Salesforce CRM

WordPress-to-Lead for Salesforce CRM creates a solid integration between your WordPress install(s) and your Salesforce.com account!

Where do I find my Salesforce organisation ID?

To find your Organisation ID, do the following steps: * log in to your SalesForce.com account * go to Setup » Company Profile » Company Information * you'll find the Organisation ID in the lower right hand corner of your screen

How do I change the order of input fields?

Right now, the only way of ordering input fields is by changing the position numbers on the right hand side of the input fields table in the admin settings.

How do I apply my own styling to the form?

Disable the "Use Form CSS" checkbox, and copy the form css to your own css file, then start modifying it!

Is it possible to make multiple forms with this plugin?

Yes, version 2.0 introduces this feature.

How do I change the Lead Source that shows up in Salesforce?

You can easily change this by going into the WordPress-to-Lead admin panel and, under form settings, changing the Lead Source for that form.

Can I change the submit button?

Of course you can! Go into the WordPress-to-Lead admin panel and, under Form Settings, change the text from the default "Submit" to whatever you'd like it to be!

Will I lose data if I upgrade? Do I need to change anything?

No, the plugin will migrate your existing data to the new format. Your existing form will become Form 1 and be output by the [salesforce] shortcode).

How do I show my other forms?

Just use [salesforce form="X"] (X is the form number). Or select a form number in the widget.

I put my campaign name in the Campaign_ID field but it's not working

The Campaign_ID field requires the Campaign ID -- the name will not work. To find the Campaign_ID, go your the campaign page and look in the URL bar for the ID:

e.g. https://salesforce.com/621U000000IJat

In this example, 621U000000IJat is the Campaign_ID -- make sure you use the ID from the campaign you want the lead attached to and not the example ID shown here.

Does the return/thanks URL have to be on my site?

No, as long as it's a valid URL it will work. However it should be an absolute URL regardless of where it is located. e.g. http://yoursite.com/thanks/ not just /thanks/

Requires: 2.8 or higher
Compatible up to: 3.2.1
Last Updated: 2011-11-11
Downloads: 8,880

Average Rating

3 stars
(17 ratings)

Support

0 of 3 support threads in the last three weeks have been resolved.

Got something to say? Need help?

Compatibility

+
=
Not enough data

0 people say it works.
0 people say it's broken.

100,1,1 67,3,2 100,2,2 100,1,1
0,1,0
100,1,1
100,1,1 100,1,1
100,1,1
100,1,1
0,1,0
100,1,1 50,8,4
33,3,1