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WordPress-to-lead for Salesforce CRM
First + Last Name convert to [Company] name (4 posts)

  1. ckur001
    Member
    Posted 1 year ago #

    Hi. I am on salesforce-wordpress-to-lead version 2.0.3.
    I have set up my "Contact Us" form using your plug-in so users are required to submit their first and last name.
    This gets sent automatically to my Salesforce instance (Group Edition) as a Lead, with the Lead's first and last name automatically populated.

    At the moment however, the Lead's [Company] field gets defaulted to "[Not Provided]". This is problem for my users, as when they convert the Lead to an Account, the Account Name gets defaulted to "[Not Provided]". This leads to multiple records of [Not Provided] accounts, that should really be separate accounts with different names.

    I have tried changing the form to make [Company] a required field (labelled as "your name"). While this will overcome the problem above, I now lose out on the First and Last Name, which are important to pre-populate the Account's Contact Record.

    Can you provide your advice, please? Perhaps there's something I can do to populate the Salesforce [Company] field with a concatenation of the [First] and [Last Name] field prior as the users click the "Submit" button?

    Thank you.

    http://wordpress.org/extend/plugins/salesforce-wordpress-to-lead/

  2. Nick Ciske
    Member
    Plugin Author

    Posted 1 year ago #

    Options:

    1. Use jQuery to populate a hidden field for company with the first & last name when they click submit.

    2. Fork the plugin and add that to the form processing routine (before the data gets sent to salesforce.

    3. Open an issue on this GitHub fork and you may see a feature to address this released (or you may not, I can't guarantee anything):
    https://github.com/jbuchbinder/salesforce-wordpress-to-lead/issues

  3. ckur001
    Member
    Posted 1 year ago #

    Thanks for the response, Nick.

    I tried adding the following line in salesforce_form_shortcode()

    $post['company'] = $post['Name'];

    didn't work (works if I just write $post['company'] = "Test company name").
    What should this line?

    Appreciate your help.

  4. Nick Ciske
    Member
    Plugin Author

    Posted 1 year ago #

    Sounds like you have the wrong name for your "name" field then.

    You can print_r($_POST); to see the POST array to see what you should be using.

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