WordPress-to-Lead for Salesforce CRM creates a solid integration between your WordPress install(s) and your Salesforce.com account!
Choose Web to Case in the Form Settings (bottom of the form editor page).
To find your Organization ID, do the following steps:
Like any other field. Note that it is a single checkbox, not a checkbox list.
Checkbox lists and radio buttons will be in a future update.
Use it like any other field -- however you'll need to specify the options (and optional values) for each field using the options box (far right).
The value box for a select list is the default value (the one selected on a fresh form).
//Use same data for display and value passed to SF one|two|three //Use different data for display and value passed to SF, require user to select something (assuming field is required) Select One: | name1:value1 | name2:value2 //Use different data for display and value passed to SF name1:value1 | name2:value2
Note: Leading & trailing whitespace is trimmed when names and values are displayed, so feel free to use spaces to make things more readable.
Note: You cannot use the HTML box to enter a custom field, as only "known" fields are submitted to salesforce and HTML fields are not submitted (just displayed). Be careful to avoid the
</form> tags in an HTML field as they will likely break your form.
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. Drag and drop re-ordering is on the roadmap.
Instructions for disabling or overriding the CSS are included on the plugin settings screen (see Style Settings).
This option adds the WPCF7 classes to the form fields so you get the WPCF7 CSS styles applied (if that plugin is also activated).
Yes, version 2.0 introduces this feature. Version 2.1 allows you to duplicate forms to reduce re-entering data.
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. Daddy Analytics uers can set this to blank to have it automatically filled.
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!
Nope! 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).
[salesforce form="X"] (X is the form number).
Or select a form number in the widget.
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:
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.
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/
While the plugin has no limits, SalesForce does limit API calls per day:
The daily limit for Web-to-Lead requests is 500. If your organization exceeds its daily Web-to-Lead limit, the Default Lead Creator (specified in the Web-to-Lead setup page) receives an email containing the additional lead information.
Requires: 3.5.2 or higher
Compatible up to: 3.9.1
Last Updated: 2014-7-10
13 of 23 support threads in the last two months have been resolved.
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