SalesforcePRO

The Salesforce add-on lets you push new records to objects using an action and create new forms from your Salesforce objects in a single click on the add form page.

An example use of this add-on would be to add sales inquiries as Leads in Salesforce.

Installation

The Salesforce plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the Salesforce plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Settings’.
  3. Click the ‘Salesforce’ tab at the top of the page.
  4. Enter your license key.
  5. Click the ‘Activate’ button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to Salesforce

In order to use the add-on, you need to connect it to Salesforce. Connecting is easy!

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Settings’.
  3. Click the ‘Salesforce’ tab at the top of the page.
  4. Click ‘Connect’ and follow the onscreen prompts

If you do not have a Salesforce account, you can create a new account here.

Working Objects

Because of the number of objects in Salesforce, you select the objects you want to work with on the settings page. Custom objects you create in Salesforce are also included in this list. When the plugin is first installed, we select the most common objects for you such as Leads, Contacts and Accounts.

To add or change the objects you want to work with, choose the objects from the select list on the Salesforce settings page.

To select more than one object:

  • On a Mac, hold the Command key and click the object names
  • On a PC, hold the CTRL key and click the object names

Click ‘Save’ after you have made any changes.

Creating a Form for Salesforce

Automatically

WS Form can create a form for any of your Salesforce forms in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

For help with creating a form in Salesforce, click here.

To create a Salesforce form in WS Form:

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Add New’.
  3. Select the ‘Salesforce’ tab at the top of the page.
  4. Click on any of your working Salesforce objects.
  5. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your object does not appear, click the refresh icon in the ‘Salesforce’ tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to a Salesforce form when a user saves or submits their form.

To add a Salesforce action:

  1. When editing your form, click the ‘Actions’ icon at the top of the page. The ‘Actions’ sidebar will open on the right-hand side of the page.
  2. Click the ‘Add’  icon to add a new action.
  3. Select ‘Add to Salesforce’ from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the ‘Save’ button at the bottom to save your changes, or click ‘Cancel’ to disregard your changes.

The Salesforce action settings are as follows:

When Should This Action Run?

You can choose to run the Salesforce action when the form is saved, submitted, or both.

Salesforce Object

Select the working Salesforce object you would like to push data to.

Opt-In Field

Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

Field Mapping

Field mapping tells WS Form which of your form fields relate to the corresponding fields in Salesforce. For example you would want to map your Email field to the Email field in Salesforce.

To map a field:

  1. Click the ‘Add’  icon at the bottom right of the field mapping section.
  2. In the left-hand column, select your form field.
  3. In the right-hand column, select the corresponding Salesforce field.
  4. Repeat this process for each field on your form.
  5. Click the ‘Save’ button at the bottom of the sidebar to save your changes.
Custom Mapping

Custom mapping allows you to set a Salesforce field to any value you wish, including the use of WS Form variables. For example you might want to map a lead source to the source field in the Lead object in Salesforce.

To add a custom mapping:

  1. Click the ‘Add’  icon at the bottom right of the field mapping section.
  2. In the left-hand column, enter a value or a WS Form variable.
  3. In the right-hand column, select the corresponding Salesforce field.
  4. Repeat this process for each field on your form.
  5. Click the ‘Save’ button at the bottom of the sidebar to save your changes.

Troubleshooting

If the connection between your website and Salesforce stops working, click ‘Disconnect’ then ‘Connect’ to reconnect. You should also check the Salesforce status page to see if there are any problems with their API / REST connections.

If any submissions to do not make it to Salesforce because of a technical error, you can resend them:

  1. Go to Submissions
  2. Find and view the submission that did not push to Salesforce
  3. Scroll down to the action section
  4. Click the ‘Re-run action’