{"id":142231,"date":"2021-08-04T19:58:36","date_gmt":"2021-08-04T19:58:36","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/wordforce-lead-plugin\/"},"modified":"2023-05-08T12:28:42","modified_gmt":"2023-05-08T12:28:42","slug":"wordforce-lead","status":"publish","type":"plugin","link":"https:\/\/szl.wordpress.org\/plugins\/wordforce-lead\/","author":18682396,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","version":"2.1.0","stable_tag":"2.1.0","tested":"6.2.9","requires":"4.7","requires_php":"7.4.3","requires_plugins":null,"header_name":"WordForce Lead","header_author":"BugendaiTech","header_description":"WordForce Lead Plugin the shortcode of this plugin is [WF_LEAD], just copy or paste it on a page or use the widget to display your form.","assets_banners_color":"639cb6","last_updated":"2023-05-08 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Lead Plugin is integration between WordPress and Salesforce CRM with Real Time Synchronization functionality.\nWordForce Lead Plugin sends the form submissions from wordpress website to salesforce contact object wherein form is implemented in the plugin itself.<\/p>\n\n<p>Users can add contact form using shortcode as [WF_LEAD] and After submission of form lead directly goes to the Salesforce contact object .<\/p>\n\n<p>No more copy pasting of leads, Also Users can get rid of missing leads.<\/p>\n\n<h3>Features<\/h3>\n\n<p>You can configure all the different settings for the form, and then use a shortcode to insert the form into your posts or pages.\nReal Time Synchronization functionality is available , users can just click on the \u201cClick to Sync\u201d button for the lead which is not submitted to salesforce org but appears in wordpress submission data.<\/p>\n\n<h3>How to Set Up<\/h3>\n\n<ul>\n<li>Go to \"Credential Settings\u201d Submenu and then enter the salesforce org details.<\/li>\n<li>Insert the Shortcode as [WF_LEAD]  to the page or post where form needs to be implemented <\/li>\n<li>Send the lead entry by filling up the form<\/li>\n<li>Go to \u201cSalesforce Org\" Contact object and verify if entry was sent to Salesforce.<\/li>\n<\/ul>\n\n<p>**Setup in Salesforce Org\nLogin to your Salesforce account or you can create a new account.\nCreate a custom field with name 'Address' from object manager in contact object as text type.\nSwitch to the classic mode of the org-&gt; Setup from the right side top bar.\nCreate a connected app from left sidebar: Build-&gt; Create -&gt; Apps\nEnable API (Enable OAuth Settings)\nAdd  OAuth Scopes \u201cAccess and manage your data (api)\u201d\nClick on Save\nSecurity Token: \nClick on the down arrow appearing besides your profile name in top bar-&gt; Click on \u201cMy settings\u201d-&gt; From left sidebar under Personal tab \nClick on \u201cReset My Security Token\u201d\/ Or search Token in Quick find box from left sidebar.\nYou will receive a security token on your email (we will need this token further for pursuing the connection )<\/p>\n\n<p>** WordForce Lead Submenus<\/p>\n\n<p>General Setting\nForm customization like Changing button color, Label , placeholder, width, font-size, can be pursued from General Setting.<\/p>\n\n<p>Credential Settings\nEnter the mandatory details required for connecting to salesforce org \nConsumer Key, Consumer Secret will be available in connected app created in org\nEnter Salesforce Org\u2019s username and password and security token associated with your salesforce org.\nEnter Login Base URL as \u201chttp:\/\/login.salesforce.com\u201d<\/p>\n\n<p>View Submitted Data\nLead submission entries would be available here\nIf any of the submission fails to send the data, we can manually send that entry to Salesforce Org\u2019s Contact by clicking on \u201cClick to Sync\u201d button<\/p>\n\n<!--section=installation-->\n<p>Upload the plugin folder to the \/wp-content\/plugins\/ directory or install via the Add New Plugin menu\nActivate the plugin through the \u2018Plugins\u2019 menu in WordPress\nConfigure the plugin setting using WordForce Lead Menu.<\/p>","raw_excerpt":"WordForce Lead Plugin is integration between WordPress and Salesforce 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