WordPress-to-lead for Salesforce CRM

FAQ

Does this plugin have any hooks or filters? Is there documentation?

Yes, quite a few.

Hooks & Filters Documentation

I'm not seeing any errors, but the entry didn't get added to Salesforce!

To turn on in browser debugging, add a hidden field (enabled) named debug and set the value to 1.

To turn on debugging via email, add a hidden field (enabled) named debugEmail and set the value to [email protected] (your email address).

Also check for debug logs at SalesForce to see if a validation rule is the culprit: Administration Setup | Monitoring | Debug Logs.

What are the built in field names? Not all the fields are working when I use the Field Label in the lead edit screen?

SalesForce is inconsistent in naming built in fields, and even misreports the names of some fields (like MobilePhone, which is actually mobile) in the customize fields screen. Generating a Web to Lead form gets you the real names, but the list below should help as well.

Built in fields

First Name  first_name
Last Name   last_name

Title       title
Website     URL

Phone       phone
Mobile      mobile
Fax         fax
Email       email

Address     street
City        city
State/Prov. state
Zip         zip
Country     country

Description     description
Industry        industry
Rating          rating
Annual Rev.     revenue
Employees       employees

Other Fields

Lead Source     lead_source
Email Opt Out   emailOptOut
Fax Opt Out     faxOptOut
Do Not Call     doNotCall

Lead Record Type recordType

Campaign    Campaign_ID

Campaign Member Status  member_status

Name may vary (these are lookup fields), generate a Web-to-Lead form with these fields included for the actual value

SIC Code
Product Interest
Primary
Current Generator(s)
Number of Locations

How do I setup Web to Lead/Case for my SalesForce Account?

Setting Up Web-to-Lead

Setting Up Web-to-Case

How do I setup a Web to Case form?

Choose Web to Case in the Form Settings (bottom of the form editor page).

Where do I find my Salesforce organization ID?

To find your Organization ID, do the following steps:

1. Log in to your SalesForce.com account
2. Go to Setup » Company Profile » Company Information
3. You'll find the Organization ID in the lower right hand corner of your screen

How do I use a SalesForce custom field?

1. Go to Setup » Customize » Leads » Fields
2. If your custom field does not exist yet, create it now.
3. Find the API Name for your field (e.g. Custom_Field_Example__c). If it doesn't end in "__c" it's not the API name and will not work.
4. Add a new field to your form using the form editor on the plugin admin screen
5. Enter the API Name as the field name (left most box), then fill out the other fields normally (make sure to enable the field!).
6. Save your changes -- new submissions will now post that custom field to SalesForce.

How do I use the checkbox field?

Like any other field. Note that it is a single checkbox, not a checkbox list (yet).

Note: You must provide a value for your checkbox. Generally 1 is what you want (unless you're expecting something other than true/false in SalesForce). If you don't provide a value, your checkbox will never get sent with the form data (and even if it did, it won’t "check" the box at SalesForce as "empty" = unchecked).

Checkbox lists and radio buttons will be in a future update.

How do I pre-check a checkbox?

Before you do, consider if a pre-checked checkbox (opt-out) is really what you want to do.

If you insist on proceeding anyways: see the Pre-check a checkbox example in Other Notes.

How do I use the select (picklist) field?

Hint: Use the form importer!

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). You'll also need to use the "internal name" from Salesforce as your field name (see next FAQ).

The value box for a select list is the default value (the one selected on a fresh form).

/* Preferred format: */

// 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

/* Legacy Format (does not allow the use of colons in names or values): */

//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

Some useful options lists -- you can remove any line(s) you don't want/need:

Note: If state and country aren't a valid combo, or the state doesn’t match the default country of your Salesforce install, your lead will likely be rejected -- so be careful with these!

States / Provinces

Select One|
State|
AL|Alabama
AK|Alaska
AZ|Arizona
AR|Arkansas
CA|California
CO|Colorado
CT|Connecticut
DE|Delaware
FL|Florida
GA|Georgia
HI|Hawaii
ID|Idaho
IL|Illinois
IN|Indiana
IA|Iowa
KS|Kansas
KY|Kentucky
LA|Louisiana
ME|Maine
MD|Maryland
MA|Massachusetts
MI|Michigan
MN|Minnesota
MS|Mississippi
MO|Missouri
MT|Montana
NE|Nebraska
NV|Nevada
NH|New Hampshire
NJ|New Jersey
NM|New Mexico
NY|New York
NC|North Carolina
ND|North Dakota
OH|Ohio
OK|Oklahoma
OR|Oregon
PA|Pennsylvania
RI|Rhode Island
SC|South Carolina
SD|South Dakota
TN|Tennessee
TX|Texas
UT|Utah
VT|Vermont
VA|Virginia
WA|Washington
WV|West Virginia
WI|Wisconsin
WY|Wyoming
DC|District of Columbia
AS|American Samoa
GU|Guam
MP|Northern Mariana Islands
PR|Puerto Rico
UM|United States Minor Outlying Islands
VI|Virgin Islands, U.S.
Province|
AB|Alberta
BC|British Columbia
MB|Manitoba
NB|New Brunswick
NL|Newfoundland and Labrador
NS|Nova Scotia
NT|Northwest Territories
NU|Nunavut
ON|Ontario
PE|Prince Edward Island
QC|Quebec
SK|Saskatchewan
YT|Yukon

Countries

AF|Afghanistan
AX|Åland Islands
AL|Albania
DZ|Algeria
AS|American Samoa
AD|Andorra
AO|Angola
AI|Anguilla
AQ|Antarctica
AG|Antigua and Barbuda
AR|Argentina
AM|Armenia
AW|Aruba
AU|Australia
AT|Austria
AZ|Azerbaijan
BS|Bahamas (the)
BH|Bahrain
BD|Bangladesh
BB|Barbados
BY|Belarus
BE|Belgium
BZ|Belize
BJ|Benin
BM|Bermuda
BT|Bhutan
BO|Bolivia (Plurinational State of)
BQ|Bonaire, Sint Eustatius and Saba
BA|Bosnia and Herzegovina
BW|Botswana
BV|Bouvet Island
BR|Brazil
IO|British Indian Ocean Territory (the)
BN|Brunei Darussalam
BG|Bulgaria
BF|Burkina Faso
BI|Burundi
CV|Cabo Verde
KH|Cambodia
CM|Cameroon
CA|Canada
KY|Cayman Islands (the)
CF|Central African Republic (the)
TD|Chad
CL|Chile
CN|China
CX|Christmas Island
CC|Cocos (Keeling) Islands (the)
CO|Colombia
KM|Comoros (the)
CD|Congo (the Democratic Republic of the)
CG|Congo (the)
CK|Cook Islands (the)
CR|Costa Rica
CI|Côte d'Ivoire
HR|Croatia
CU|Cuba
CW|Curaçao
CY|Cyprus
CZ|Czech Republic (the)
DK|Denmark
DJ|Djibouti
DM|Dominica
DO|Dominican Republic (the)
EC|Ecuador
EG|Egypt
SV|El Salvador
GQ|Equatorial Guinea
ER|Eritrea
EE|Estonia
ET|Ethiopia
FK|Falkland Islands (the) [Malvinas]
FO|Faroe Islands (the)
FJ|Fiji
FI|Finland
FR|France
GF|French Guiana
PF|French Polynesia
TF|French Southern Territories (the)
GA|Gabon
GM|Gambia (the)
GE|Georgia
DE|Germany
GH|Ghana
GI|Gibraltar
GR|Greece
GL|Greenland
GD|Grenada
GP|Guadeloupe
GU|Guam
GT|Guatemala
GG|Guernsey
GN|Guinea
GW|Guinea-Bissau
GY|Guyana
HT|Haiti
HM|Heard Island and McDonald Islands
VA|Holy See (the)
HN|Honduras
HK|Hong Kong
HU|Hungary
IS|Iceland
IN|India
ID|Indonesia
IR|Iran (Islamic Republic of)
IQ|Iraq
IE|Ireland
IM|Isle of Man
IL|Israel
IT|Italy
JM|Jamaica
JP|Japan
JE|Jersey
JO|Jordan
KZ|Kazakhstan
KE|Kenya
KI|Kiribati
KP|Korea (the Democratic People's Republic of)
KR|Korea (the Republic of)
KW|Kuwait
KG|Kyrgyzstan
LA|Lao People's Democratic Republic (the)
LV|Latvia
LB|Lebanon
LS|Lesotho
LR|Liberia
LY|Libya
LI|Liechtenstein
LT|Lithuania
LU|Luxembourg
MO|Macao
MK|Macedonia (the former Yugoslav Republic of)
MG|Madagascar
MW|Malawi
MY|Malaysia
MV|Maldives
ML|Mali
MT|Malta
MH|Marshall Islands (the)
MQ|Martinique
MR|Mauritania
MU|Mauritius
YT|Mayotte
MX|Mexico
FM|Micronesia (Federated States of)
MD|Moldova (the Republic of)
MC|Monaco
MN|Mongolia
ME|Montenegro
MS|Montserrat
MA|Morocco
MZ|Mozambique
MM|Myanmar
NA|Namibia
NR|Nauru
NP|Nepal
NL|Netherlands (the)
NC|New Caledonia
NZ|New Zealand
NI|Nicaragua
NE|Niger (the)
NG|Nigeria
NU|Niue
NF|Norfolk Island
MP|Northern Mariana Islands (the)
NO|Norway
OM|Oman
PK|Pakistan
PW|Palau
PS|Palestine, State of
PA|Panama
PG|Papua New Guinea
PY|Paraguay
PE|Peru
PH|Philippines (the)
PN|Pitcairn
PL|Poland
PT|Portugal
PR|Puerto Rico
QA|Qatar
RE|Réunion
RO|Romania
RU|Russian Federation (the)
RW|Rwanda
BL|Saint Barthélemy
SH|Saint Helena, Ascension and Tristan da Cunha
KN|Saint Kitts and Nevis
LC|Saint Lucia
MF|Saint Martin (French part)
PM|Saint Pierre and Miquelon
VC|Saint Vincent and the Grenadines
WS|Samoa
SM|San Marino
ST|Sao Tome and Principe
SA|Saudi Arabia
SN|Senegal
RS|Serbia
SC|Seychelles
SL|Sierra Leone
SG|Singapore
SX|Sint Maarten (Dutch part)
SK|Slovakia
SI|Slovenia
SB|Solomon Islands
SO|Somalia
ZA|South Africa
GS|South Georgia and the South Sandwich Islands
SS|South Sudan
ES|Spain
LK|Sri Lanka
SD|Sudan (the)
SR|Suriname
SJ|Svalbard and Jan Mayen
SZ|Swaziland
SE|Sweden
CH|Switzerland
SY|Syrian Arab Republic
TW|Taiwan (Province of China)
TJ|Tajikistan
TZ|Tanzania, United Republic of
TH|Thailand
TL|Timor-Leste
TG|Togo
TK|Tokelau
TO|Tonga
TT|Trinidad and Tobago
TN|Tunisia
TR|Turkey
TM|Turkmenistan
TC|Turks and Caicos Islands (the)
TV|Tuvalu
UG|Uganda
UA|Ukraine
AE|United Arab Emirates (the)
GB|United Kingdom of Great Britain and Northern Ireland (the)
UM|United States Minor Outlying Islands (the)
US|United States of America (the)
UY|Uruguay
UZ|Uzbekistan
VU|Vanuatu
VE|Venezuela (Bolivarian Republic of)
VN|Viet Nam
VG|Virgin Islands (British)
VI|Virgin Islands (U.S.)
WF|Wallis and Futuna
EH|Western Sahara*
YE|Yemen
ZM|Zambia
ZW|Zimbabwe

Note: Leading & trailing whitespace is trimmed when names and values are displayed, so feel free to use spaces to make things more readable.

How do I use the Date field?

Choose it from the dropdown, that's all you have to do.

If you want to customize the date format or display/functionality of the datepicker UI, you can set the options by entering a list of options in the Options box of the field editor, one per line. Note that you must end each option with a comma, or you'll end up with a javascript error instead of a datepicker.

e.g.

Default date format - Year, Month, Day
dateFormat : 'yy-mm-dd',

Month, Day, Year
dateFormat : 'mm-dd-yy',

Day, Month, Year
dateFormat : 'dd-mm-yy',

Day, Month, Year + Show the button panel

dateFormat : 'dd-mm-yy',
showButtonPanel: true,

More information about the datepicker options can be found here:

1. Examples: http://jqueryui.com/datepicker/
2. API Reference: http://api.jqueryui.com/datepicker/

How do I find the "internal name" of my picklist field?

Hint: Use the form importer!

Picklists in SalesForce (Web to Lead at least) are a strange beast -- you'd think you could pass the field name and SF would map it on their end... but they don't make it that easy. Instead you need to use the internal SF ID of the picklist... which looks more like: 00Nd0000007p1Ej (this is just en example, this is not the id of your field).

Where do you find this cryptic value? You can find it in two places (that I know of):

1. Edit the field and it'll be in the URL:
   e.g. https://na14.salesforce.com/00Nd0000007p1Ej/...

2. Generate a Web to Lead form with your field included and it'll be in the HTML
   e.g. TestPicklist: <select id="00Nd0000007p1Ej" name="00Nd0000007p1Ej" title="TestPicklist">

Then take the "name" you get (00Nd0000007p1Ej in this example) and enter that as the field name in your form editor. Yes, you enter this obtuse string of digits instead of the human readable field name (i.e. MyCustomField__c).

How do I use the HTML field?

1. Optionally enter a label (field will display full width if a label is not entered.
2. Enter HTML code in the options box.

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> or </form> tags in an HTML field as they will likely break your form.

How do I use a lookup field with a picklist field in the plugin?

Hint: Use the form importer!

Since it's a lookup field the value of the options has to be SalesForce's internal id, not the value you'd think it would be. Otherwise when Jane Doe gets married and becomes Jane Smith you'd break all the links to her user.

Basically, you need to generate a Web to Lead form in Salesforce and grab the option values from the HTML it generates.

e.g.

Find the lookup field. This is the bit you're looking for:
Joe Schmoe
Jane Doe
...

00Nd0000007p1Ej (just an example) is the SF internal ID for that choive. Enter that as the value in your pick list field options like this:

00Nd0000007p1Ej:Joe Schmoe|00Nd0000007p1aB:Jane Doe

How do I change the order of input fields?

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.

How do I apply my own styling to the form?

Instructions for disabling or overriding the CSS are included on the plugin settings screen (see Style Settings).

What does "Use WPCF7 CSS integration" do?

This option adds the WPCF7 classes to the form fields so you get the WPCF7 CSS styles applied (if that plugin is also activated).

Is it possible to make multiple forms with this plugin?

Yes, version 2.0 introduces this feature.
Version 2.1 allows you to duplicate forms to reduce re-entering data.
Version 2.5 allows you to import Web-to-Lead forms from Salesforce.

How do I change the Lead Source that shows up in Salesforce?

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.

I want to include the full URL the form is embedded on, but SF limits the lead source to 40 characters -- how would I do that?

The lead source supports using %URL% as the lead source (which will be replaced with the form embed url), but SF inexplicably limits the lead source to 40 characters.

Here's how to route around that:

/*
How to use:
1. Create a custom URL field at SalesForce (or Text field that holds more than 255 characters if you desire). A URL field makes it clickable in the lead detail view(s).
2. Replace URL_CUSTOM_FIELD_NAME below with the name of the custom field you setup in SalesForce,
   it will be something like EmbedUrl__c
3. Add a hidden field to each form with the same field name (e.g. "EmbedUrl__c")
4. Profit
*/

add_filter( 'salesforce_w2l_field_value', 'salesforce_w2l_field_embedurl', 10, 3 );
function salesforce_w2l_field_embedurl( $val, $field, $form ){

    // Target a specific field on all forms
    if( $field == 'URL_CUSTOM_FIELD_NAME' )
         $val = esc_url("http://".$_SERVER['HTTP_HOST'].$_SERVER['REQUEST_URI']);

    return $val;

}

https://gist.github.com/nciske/10047552

Can I change the submit button?

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!

Will I lose data if I upgrade to 2.0? Do I need to change anything?

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).

How do I show my other forms?

Just use [salesforce form="X"] (X is the form number).
Or select a form number in the widget.

I put my campaign name in the Campaign_ID field but it's not working

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:

e.g. https://salesforce.com/621U000000IJat

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.

Does the return/thanks URL have to be on my site?

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/

Is there a limit to how many leads can be captured?

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.

See also: How many leads can we capture from our website?

Can I hide the admin message insisting I enter my organization id?

Yes. Be careful -- that's there to remind you that the plugin doesn't do much without one.

Add this to functions.php or a custom plugin (see other notes for more detailed instructions):

add_filter( 'salesforce_w2l_show_admin_nag_message', '__return_false', 10, 1 );