LeadOnForm – Salesforce Integration

Description

LeadOnForm sends selected form fields from WordPress to Salesforce using Salesforce’s API. Credentials are configured in the WordPress administration area and are not placed in browser-side JavaScript.

Features:
* Separate Salesforce Sandbox and Production configuration.
* Test Salesforce connectivity from the WordPress admin.
* Generic HTML forms using CSS classes such as sf-FirstName, sf-LastName, sf-Company, and sf-Email.
* Optional Contact Form 7 integration using the salesforce_lead hidden field set to 1.
* Updates an existing unconverted Lead when a matching email is found; otherwise creates a Lead.
* Basic anti-spam honeypot and IP-based request limiting.
* Privacy-conscious, bounded event log in the admin area.
* Documented extension hooks for optional add-ons.

Salesforce is a trademark of Salesforce, Inc. LeadOnForm is an independent project and is not affiliated with or endorsed by Salesforce, Inc.

Generic HTML forms

Add the class salesforce-lead-form to a form. Add Salesforce field classes to the corresponding fields, for example:

• sf-FirstName
• sf-LastName
• sf-Company
• sf-Email
• sf-MobilePhone

The LastName and Company fields are required by Salesforce Lead creation. Configure your Salesforce org to accept the fields you send.

Contact Form 7

For forms that should be sent to Salesforce, include a hidden field named salesforce_lead with value 1 and use the supported sf- field classes. Other Contact Form 7 forms are not opted in by this plugin.

Extension hooks

LeadOnForm provides these hooks for optional extensions:

• leadonform_submission_completed — receives one associative array after a successful Lead create/update.
• leadonform_submission_failed — receives one associative array after a submission error.

The event payload includes metadata such as request_id, environment, status, operation, http_status, salesforce_id (on success), error_code (on failure), route, and occurred_at. It intentionally excludes form field values, full email addresses, OAuth tokens, and client secrets. These hooks are intended for add-ons that need to record events or generate reports. Extensions should not assume that an event contains personal data or raw Salesforce error details.

Privacy

The plugin sends form fields selected by the site administrator to the Salesforce instance configured by that administrator. The plugin stores configuration and a bounded event log in the WordPress database. The log masks email addresses and does not store the complete submitted form payload. Site administrators are responsible for configuring their Salesforce connection, providing appropriate privacy notices, and complying with applicable laws and their own data-retention policies.