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WordPress-to-lead for Salesforce CRM
[resolved] Adding ID or Class to fields (13 posts)

  1. Pixel Girl
    Member
    Posted 4 months ago #

    Hello- I'm new to salesforce and am working with a client who would like me to integrate a sales to lead form into the site. I've actually already created and styled it as code, but now they have asked for a captcha, and using this plugin seems to be the easiest way.

    In order to make it integrate...i need to to add a class or ID to each the fields. Is this possible? And what exactly is the "option" field for as opposed the value field?

    https://wordpress.org/plugins/salesforce-wordpress-to-lead/

  2. Nick Ciske
    Member
    Plugin Author

    Posted 4 months ago #

    "i need to to add a class or ID to each the fields" Please explain...

    All fields already have a unique class (automatically added by the plugin) -- do you need it to be unique, or the same class added to each field?

    The option field is for specifying the options for picklists (selects) and other fields that require more than just a single value. See the FAQ for more info.

  3. Pixel Girl
    Member
    Posted 4 months ago #

    The form provided by the client had a unique ID for their comment field (a large string of digits and numbers similar to the campaign ID), as in

    <textarea name="00XX00XX00XX" id="00XX00XX00XX" placeholder="Comment"></textarea>

    Additionally, I have already styled the original form extensively, and would love to be able to just add the ID to each field and not have to change my CSS, but that's just lazy ;P

  4. Nick Ciske
    Member
    Plugin Author

    Posted 4 months ago #

    The plugin uses the salesforce field name as the form field name and id (prefixed with sf_).

    You should be able to get away with minimal changes to your CSS.

    But as I don't know what you've done, I can't guarantee anything. Give it a try ;-)

  5. Pixel Girl
    Member
    Posted 4 months ago #

    Thank you for your help!

    Is it possible to include a "placeholder" instead of value?

  6. Nick Ciske
    Member
    Plugin Author

    Posted 4 months ago #

    2.3 (should be released this week) allows you to use placeholders instead of labels.

    Labels and placeholders (e.g. Label = Email, Placeholder = No free email accounts please) should be in 2.4 (no date yet).

    You can get the 2.3 beta on GitHub now:
    https://github.com/nciske/salesforce-wordpress-to-lead/tree/2.3

  7. Pixel Girl
    Member
    Posted 4 months ago #

    thank you sir!

  8. Pixel Girl
    Member
    Posted 4 months ago #

    I got a failure to connect to salesforce with 2.3, but not with 2.2.5.

    just wanted to let you know.. if it's a lot to deal with the client can deal with values vs. placeholders :)

  9. Nick Ciske
    Member
    Plugin Author

    Posted 4 months ago #

    "I got a failure to connect to salesforce with 2.3, but not with 2.2.5."

    Really? Hmmm... that's not good!

    Was the plugin the only thing that changed?

    Can you turn WP_Debug on and see if there's something broken under the hood?

  10. Pixel Girl
    Member
    Posted 4 months ago #

    Now i cant even activate it... maybe i should delete 2.2.5?

  11. Nick Ciske
    Member
    Plugin Author

    Posted 4 months ago #

    Yeah, you should only have 1 version of the plugin installed at a time.

  12. Pixel Girl
    Member
    Posted 4 months ago #

    Okay, so I debugged in 2.3 and it stated "[13-Mar-2014 02:52:54 UTC] Salesforce: No organisation ID set."

    Which is not true... I have it set globally. BUT, when i put the ID in the Salesforce ID override section, it worked!

    So it's a fine fix for me for now, but hope this helps you for testing the beta.

    thanks so much!

  13. Nick Ciske
    Member
    Plugin Author

    Posted 4 months ago #

    Hmmm... it should fall back to the global id if it's not set on the form. I've made that logic a bit more robust. Give it another try without an override on the form org_id.

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