內容簡介
WordForce Lead Plugin 是 WordPress 與 Salesforce CRM 的整合外掛，具有即時同步功能。
WordForce Lead Plugin 可將表單提交從 WordPress 網站傳送至 Salesforce 聯絡對象，表單已在該外掛中實施。
使用者可以使用 shortcode [WF_LEAD] 添加聯絡表單，表單提交後，聯絡人直接進入 Salesforce 聯絡對象。
不再需要複製貼上聯絡人，使用者也可以消除遺漏的聯絡人。
特點
您可以配置表單的各種不同設置，然後使用 shortcode 將表單插入帖子或頁面中。
即時同步功能可用，使用者只需點擊“點擊同步”按鈕，即可為未提交到 salesforce.org 但出現在 WordPress 提交數據中的聯絡人同步資料。
設置步驟
前往“Credential Settings”子選單，然後輸入 Salesforce org 詳細信息。
在需要實施表單的頁面或文章中插入 Shortcode：[WF_LEAD]
通過填寫表單來發送聯絡人條目。
前往“Salesforce Org”聯絡對象，並驗證條目是否已發送到 Salesforce。
** 在 Salesforce Org 中的設置
登錄您的 Salesforce 帳戶，或者您可以創建一個新帳戶。
從聯絡人對象的“物件管理器”創建名稱為“Address”的自定義字段作為文本類型。
從右側頂部的經典模式切換到組織 -> 設置。
從左側邊欄創建一個連接應用程序：建構 -> 建立 -> 應用程序
啟用 API（啟用 OAuth 設置）
添加 OAuth 范圍“訪問並管理您的數據（api）”
點擊保存
安全令牌：
單擊頂部條中出現的您的個人資料名稱旁邊的向下箭頭 -> 點擊“My settings” -> 在個人選項卡下的左側邊欄中
點擊“重置我的安全令牌”/ 或在左側邊欄的快速查找框中搜索令牌。
您將在電子郵件中收到一個安全令牌（我們將需要進一步使用此令牌來進行連接）
** WordForce Lead 子選單
通用設置
通過通用設置修改表單的自定義選項，例如更改按鈕顏色、標籤、占位符、寬度、字體大小。
憑證設置
輸入連接到 Salesforce org 所需的強制性詳細信息。
Consumer Key、Consumer Secret 將在組織中創建的連接應用程序中提供。
輸入 Salesforce Org 的用戶名和密碼，以及與您的 Salesforce org 相關的安全令牌。
將登录基本 URL 設置為“http://login.salesforce.com”
查看提交的數據
聯絡人提交條目將在此處可用。
如果任何提交未能發送數據，我們可以通過單擊“點擊同步”按鈕，手動將該條目發送到 Salesforce Org 的聯絡人。
外掛標籤
開發者團隊
原文外掛簡介
WordForce Lead Plugin is integration between WordPress and Salesforce CRM with Real Time Synchronization functionality.
WordForce Lead Plugin sends the form submissions from wordpress website to salesforce contact object wherein form is implemented in the plugin itself.
Users can add contact form using shortcode as [WF_LEAD] and After submission of form lead directly goes to the Salesforce contact object .
No more copy pasting of leads, Also Users can get rid of missing leads.
Features
You can configure all the different settings for the form, and then use a shortcode to insert the form into your posts or pages.
Real Time Synchronization functionality is available , users can just click on the “Click to Sync” button for the lead which is not submitted to salesforce org but appears in wordpress submission data.
How to Set Up
Go to “Credential Settings” Submenu and then enter the salesforce org details.
Insert the Shortcode as [WF_LEAD] to the page or post where form needs to be implemented
Send the lead entry by filling up the form
Go to “Salesforce Org” Contact object and verify if entry was sent to Salesforce.
**Setup in Salesforce Org
Login to your Salesforce account or you can create a new account.
Create a custom field with name ‘Address’ from object manager in contact object as text type.
Switch to the classic mode of the org-> Setup from the right side top bar.
Create a connected app from left sidebar: Build-> Create -> Apps
Enable API (Enable OAuth Settings)
Add OAuth Scopes “Access and manage your data (api)”
Click on Save
Security Token:
Click on the down arrow appearing besides your profile name in top bar-> Click on “My settings”-> From left sidebar under Personal tab
Click on “Reset My Security Token”/ Or search Token in Quick find box from left sidebar.
You will receive a security token on your email (we will need this token further for pursuing the connection )
** WordForce Lead Submenus
General Setting
Form customization like Changing button color, Label , placeholder, width, font-size, can be pursued from General Setting.
Credential Settings
Enter the mandatory details required for connecting to salesforce org
Consumer Key, Consumer Secret will be available in connected app created in org
Enter Salesforce Org’s username and password and security token associated with your salesforce org.
Enter Login Base URL as “http://login.salesforce.com”
View Submitted Data
Lead submission entries would be available here
If any of the submission fails to send the data, we can manually send that entry to Salesforce Org’s Contact by clicking on “Click to Sync” button
