內容簡介
Centous Integration for Contact Forms and Salesforce 外掛可讓您無縫連接 Contact Form 7、WPForms、Elementor 和 Formidable Forms 的提交資料至 Salesforce CRM，幫助您高效管理客戶資料，免去手動輸入的麻煩。
【主要功能】
• 無縫整合 Contact Form 7、WPForms、Elementor 和 Formidable Forms
• 支援 Salesforce 的聯絡人、帳戶、商機和潛在客戶
• 安全的 Salesforce OAuth 2.0 認證
• 創建和管理多個表單至 Salesforce 的資料流
• 表單欄位與 Salesforce 欄位的靈活對應
• 內建連接測試功能
外掛標籤
開發者團隊
② 後台搜尋「Centous Integration for Contact Forms and Salesforce」→ 直接安裝（推薦）
原文外掛簡介
The Centous Integration for Contact Forms and Salesforce plugin allows you to seamlessly connect Contact Form 7, WPForms, Elementor, and Formidable Forms submissions with Salesforce CRM.
Using this plugin, form submissions from Contact Form 7, WPForms, Elementor, and Formidable Forms can be automatically sent to Salesforce as Contacts, Accounts, Opportunities, or Leads, helping you manage customer data efficiently without manual entry.
This plugin is not affiliated with or endorsed by Salesforce, Inc. or Automattic Inc.
Salesforce® is a registered trademark of Salesforce, Inc.
WordPress® is a registered trademark of the WordPress Foundation.
Key Features
Seamless integration with Contact Form 7, WPForms, Elementor, and Formidable Forms
Supports Salesforce Contacts, Accounts, Opportunities, and Leads
Secure Salesforce OAuth 2.0 authentication
Create and manage multiple form-to-Salesforce feeds
Flexible field mapping between form fields and Salesforce fields
Built-in connection testing
Add notes to Salesforce records from WordPress logs (with fallback support for orgs that do not support Enhanced Notes)
Detailed API request and error logging
Optional clean uninstall with data removal
Usage
Connect your Salesforce account from the plugin settings
Create a feed and choose a form type (Contact Form 7, WPForms, Elementor, or Formidable Forms) and form
Select the Salesforce object (Contacts, Accounts, Opportunities, and Leads)
Map form fields to Salesforce properties
Save the feed
Submissions from the selected form will now be sent to Salesforce automatically
Configuration
The plugin uses a feed-based configuration system, allowing you to control which Contact Form 7, WPForms, Elementor, and Formidable Forms send data to Salesforce and how the data is mapped.
Plugin Menu Structure
After activating the plugin, you will see a new menu in the WordPress admin sidebar:
Salesforce Connect
Salesforce Connect
Test Connection
Feeds
Logs
Settings
1. Salesforce Connect (Salesforce Connection Setup)
Go to Salesforce Connect → Salesforce Connect
Select Salesforce Environment:
Production (Live)
Sandbox (Testing)
Enter your Salesforce OAuth credentials:
Client ID
Client Secret
Redirect URL
Click Connect Account
Log in to your Salesforce account and approve access
Once connected, your Salesforce account details will be displayed
This step is required before creating any feeds.
2. Test Connection
Navigate to Salesforce Connect → Test Connection
Click the Test Connection button
The plugin will verify:
OAuth authentication
Access token validity
Salesforce API connectivity
A success or error message will be shown based on the result.
3. Feeds (Core Configuration)
Feeds control how Contact Form 7, WPForms, Elementor, and Formidable Forms submissions are sent to Salesforce.
Create a New Feed
Go to Salesforce Connect → Feeds
Click Add New Feed
Configure the feed as follows:
a) Select Form Type and Form
Choose the form type (Contact Form 7, WPForms, Elementor, or Formidable Forms), then select the form you want to integrate.
b) Select Salesforce Object
Select the Salesforce object where data should be sent:
Contact
Account
Opportunity
Lead
c) Field Mapping
Once the form and object are selected, the Field Mapping section appears.
Map Salesforce properties to your selected form fields.
Example:
Salesforce Field: Last Name → Form Field: Name
Salesforce Field: Email → Form Field: Email
Salesforce Field: Phone → Form Field: Phone
Mandatory Salesforce fields must be mapped before saving the feed.
d) Feed Status
Enable or disable the feed using the Active / Inactive toggle
Only active feeds will send data to Salesforce
Click Save Feed
Once saved and active, submissions from the selected form will be sent to Salesforce automatically.
4. Logs
Go to Salesforce Connect → Logs
View API request and response logs
Useful for:
Debugging failed submissions
Checking Salesforce API errors
Verifying successful record creation
You can also add internal notes to Salesforce records directly from the log screen.
5. Settings
Navigate to Salesforce Connect → Settings
Configure global plugin options such as:
Enable / disable logging
Delete plugin data on uninstall
Log retention period
Save changes as required
External services
This plugin connects to Salesforce CRM (Salesforce, Inc.) to authenticate administrators and send mapped form submission data to Salesforce objects (Contacts, Accounts, Opportunities, and Leads).
Service provider: Salesforce, Inc. — https://www.salesforce.com/
Domains / hosts used by this plugin:
https://login.salesforce.com — Production OAuth authorization and token endpoints
https://test.salesforce.com — Sandbox OAuth authorization and token endpoints
Your connected Salesforce instance URL returned during OAuth (commonly a host such as https://*.salesforce.com, https://*.my.salesforce.com, or https://*.force.com). All subsequent REST API requests (create/update records, SOQL queries, object describe, and notes) are sent to that instance URL.
What data is sent and when:
OAuth authentication (administrator-initiated only)
When: Only when a site administrator clicks Connect Account (or when an access token is refreshed).
Data sent: Client ID, Client Secret, authorization code / refresh token, redirect URI, and PKCE code verifier. No form visitor data is sent during authentication.
Form submission sync
When: Only when a visitor submits a Contact Form 7, WPForms, Elementor, or Formidable Forms form that has an active Salesforce feed.
Data sent: Only the form field values that the administrator mapped to Salesforce fields (for example name, email, phone, company, and any other mapped fields), plus the selected Salesforce object type.
Admin configuration / testing
When: While configuring feeds, testing the connection, or adding notes from the Logs screen.
Data sent: OAuth bearer token; for describe requests, the Salesforce object type; for notes, the note title/body and related Salesforce record ID.
API endpoints used (relative to the connected instance URL unless noted):
OAuth token: https://login.salesforce.com/services/oauth2/token or https://test.salesforce.com/services/oauth2/token
Create / update records: {instance_url}/services/data/vXX.X/subjects/{objectType}
Query records: {instance_url}/services/data/vXX.X/query/
Describe object fields: {instance_url}/services/data/vXX.X/subjects/{objectType}/describe/
Notes (when used from Logs): {instance_url}/services/data/vXX.X/subjects/ContentNote and related endpoints
No data is sent to Salesforce unless a site visitor submits a mapped form (or an administrator performs connection, feed configuration, test, or note actions). All requests use HTTPS.
Terms of Service: https://www.salesforce.com/company/legal/sfdc-website-terms-of-service/
Privacy Policy: https://www.salesforce.com/company/legal/privacy/
Salesforce Agreements (Main Services Agreement and related terms): https://www.salesforce.com/company/legal/agreements/
Supported Contact Forms
Contact Form 7
WPForms
Elementor Pro (Form widget)
Formidable Forms
Plugin Features
Automatically create Salesforce Contacts, Accounts, Opportunities, or Leads upon form submission
Configure Salesforce OAuth settings directly from the plugin settings page
Map Contact Form 7, WPForms, Elementor, or Formidable Forms fields to Salesforce properties
Add notes to Salesforce records from WordPress
Why We Built This Plugin
Salesforce CRM is a powerful platform for managing customer relationships. By integrating it with Contact Form 7, WPForms, Elementor, and Formidable Forms, we wanted to make it easier for WordPress users to send contact and lead data directly to Salesforce and automate their sales and marketing workflows.
Data Handling & Privacy
This plugin does not collect personal data independently.
It processes form submission data that is already handled by WordPress and your installed form plugin (Contact Form 7, WPForms, Elementor, or Formidable Forms).
If logging is enabled, limited submission data and API responses may be stored in the WordPress database for debugging purposes.
Data is transmitted to Salesforce only when:
A form submission occurs, AND
A Salesforce feed is configured and active.
Site owners are responsible for:
Informing users about data collection
Obtaining user consent where required
Ensuring compliance with GDPR and other applicable laws
Support
For support, please contact us at Centous Support.
For full setup and usage instructions, please read our documentation:
Contact Form 7 and Salesforce Integration Documentation
Author
Centous
Website: centous.com
