### [How to Create a WPForms Salesforce Integration (The BEST Way)](https://wpforms.com/the-easy-way-to-capture-leads-from-wordpress-to-salesforce/)

**Published:** October 9, 2020
**Author:** Claire Broadley

**Excerpt:** Do you want to create a WordPress Salesforce integration? Connecting WordPress to Salesforce lets you create leads, contacts, and accounts automatically from your forms. 

The best part? You don't need to be a developer or pay for expensive third-party tools. With WPForms and the Salesforce Addon, you can connect everything in about 15 minutes.

**Content:**

Do you want to create a WordPress Salesforce integration? Connecting WordPress to Salesforce lets you create leads, contacts, and accounts automatically from your forms.

The best part? You don’t need to be a developer or pay for expensive third-party tools. With WPForms and the Salesforce Addon, you can connect everything in about 15 minutes.

[Create Your WordPress Salesforce Form! 🙂](https://wpforms.com/pricing/)

### Does Salesforce Integrate with WPForms?

Absolutely. You can integrate [Salesforce](https://www.salesforce.com) with WPForms to automatically create objects when your forms are submitted.

In this step-by-step guide, I’m going to show you how to integrate Salesforce and WordPress with the [WPForms Salesforce addon](https://wpforms.com/addons/salesforce-addon/).

![WPForms Salesforce addon](https://wpforms.com/wp-content/uploads/2020/09/banner-salesforce.png)WPForms works perfectly as a WordPress Salesforce form plugin because it lets you connect your forms to your Salesforce database.

You don’t need to pay for a developer to use it because we’re going to show you how to quickly set up the connection yourself. Let’s get started!

## How to Create a WPForms Salesforce Integration

This article is aimed at Salesforce users only. If you’re looking for a way to integrate Pardot with WordPress, we have a separate guide on [how to create a custom Pardot form in WordPress](https://wpforms.com/how-to-create-a-custom-pardot-form-in-wordpress/) that you can switch to.

- [Step 1: Check Your Salesforce Version](#1-check-your-salesforce-version)
- [Step 2: Install the WPForms Plugin](#2-install-the-wpforms-plugin)
- [Step 3. Set Up Your Salesforce WordPress Integration](#3-set-up-your-salesforce-wordpress-integration)
- [Step 4. Set Up Your Salesforce App Permissions](#4-set-up-your-salesforce-app-permissions)
- [Step 5. Connect WordPress to Salesforce](#5-connect-wordpress-to-salesforce)
- [Step 6. Create Your Salesforce WordPress Form](#6-create-your-salesforce-wordpress-form)
- [Step 7: Publish Your Salesforce Form](#7-publish-your-salesforce-form)

### Step 1: Check Your Salesforce Version

Before we start, let’s check that your Salesforce account has API access. Quickly checking this now will avoid any issues later on. API access is only available on these Salesforce plans:

- Enterprise Edition
- Developer Edition
- Unlimited Edition
- Performance Edition

To check your Salesforce edition, log in to Salesforce now. Your edition will be displayed in the title area of your browser tab like this:

![Salesforce edition in browser tab](https://wpforms.com/wp-content/uploads/2020/09/salesforce-edition-browser-tab.png)If you can’t see the edition, there’s another way to check. First, if you’re in the Lightning Experience, click your profile icon and then click **Switch to Salesforce Classic**.

![Switch to Salesforce classic](https://wpforms.com/wp-content/uploads/2020/09/switch-to-salesforce-classic.png)Next, go ahead and click **Setup** at the top.

![Salesforce setup menu item](https://wpforms.com/wp-content/uploads/2020/09/salesforce-setup.png)Now expand **Company Profile**, then click **Company Information**.

![View Salesforce company information](https://wpforms.com/wp-content/uploads/2020/09/salesforce-company-information.png)Your Salesforce edition is listed towards the bottom of this page on the right.

![View your Salesforce organization edition](https://wpforms.com/wp-content/uploads/2020/09/salesforce-organization-edition.png)If you’re not using one of the editions that we mentioned at the start, now is the perfect time to reach out to Salesforce to change it.

If you’re already on an edition with API access, we can move on to the next step. You can keep the Salesforce site open in a tab, so it’s easy to switch back to.

### Step 2: Install the WPForms Plugin

Now we’re ready to [install and activate the WPForms plugin](https://wpforms.com/pricing/) so we can set up our connection to Salesforce.

Here’s a helpful step-by-step guide on [how to install a WordPress plugin](http://www.wpbeginner.com/beginners-guide/step-by-step-guide-to-install-a-wordpress-plugin-for-beginners/) if you need a little help getting WPForms installed on your website.

Next, you’ll want to install and activate the Salesforce addon for WPForms. In the WordPress dashboard, click **WPForms » Addons** in the sidebar.

![WPForms addons menu item](https://wpforms.com/wp-content/uploads/2020/09/wpforms-addons-nav.png)And then install the Salesforce addon by clicking this button:

![Install the Salesforce WordPress addon](https://wpforms.com/wp-content/uploads/2020/09/install-salesforce-wordpress-addon.png)Let’s connect WPForms to Salesforce now. Keep the WordPress tab open to make it easy to switch back to WPForms as we move through the next step.

### Step 3. Set Up Your Salesforce WordPress Integration

In this step, we’ll set up a Salesforce app. We need an app so that WPForms can make a connection to our site.

To start, log in to your Salesforce account if you haven’t done that already. You’ll want to switch to the **Salesforce Classic** layout if you haven’t done that yet, too.

![Switch to Salesforce classic](https://wpforms.com/wp-content/uploads/2020/09/switch-to-salesforce-classic.png)When the Classic screen loads, click **Setup** in the top navigation bar.

![Salesforce setup menu item](https://wpforms.com/wp-content/uploads/2020/09/salesforce-setup.png)Next, you’ll need to scroll down and look for the **Build** menu item on the left hand side. Click **Create** to expand the list, and then click the **Apps** link underneath it.

![Create app for WordPress Salesforce integration](https://wpforms.com/wp-content/uploads/2020/09/salesforce-create-app.png)Now we’re going to scroll down to the **Connected Apps** section of the page. Go ahead and click the **New** button.

![New app for WordPress Salesforce integration](https://wpforms.com/wp-content/uploads/2020/09/salesforce-wordpress-integration-new-app.png)We’re ready to make our app in the **New Connected App** screen. There are 2 fields to fill in first:

- In **Connected App Name**, type in a name for your app. You can type anything that makes sense to you. When you’re done, Salesforce will automatically copy your name to the **API Name** field.
- In **Contact Email**, type in your email address.

![Create Salesforce app for WordPress integration](https://wpforms.com/wp-content/uploads/2020/09/salesforce-app-create.png)OK, that’s all we need to do, but stay on this screen for the next step.

### Step 4. Set Up Your Salesforce App Permissions

Now we need to set up the authentication for the new app we created. Go ahead and scroll down to the **API** section and tick the **Enable OAuth Settings** checkbox.

![Enable OAuth for WordPress Salesforce integration](https://wpforms.com/wp-content/uploads/2020/09/salesforce-enable-oauth.png)Now we’re going to need to grab the WPForms callback URL so we can paste it into Salesforce. Switch back to your WordPress site in a separate tab and click **WPForms » Settings**.

![Open WPForms Settings](https://wpforms.com/wp-content/uploads/2020/09/open-wpforms-settings.png)Now look to the tabs at the top and click **Integrations**.

![WPForms Integrations menu item](https://wpforms.com/wp-content/uploads/2020/09/wpforms-integrations.png)You’ll need to scroll down the Integrations page until you find the Salesforce icon.

On this line, click the small arrow to the left of the logo to expand the box. You can go ahead and click the **Add New Account** button.

![Add new Salesforce account](https://wpforms.com/wp-content/uploads/2020/09/add-new-salesforce-account.png)And here it is – the Callback URL. Click the copy icon here to copy it to your clipboard.

![Copy Salesforce callback URL](https://wpforms.com/wp-content/uploads/2020/09/copy-salesforce-callback-url.png)Switch back to your Salesforce tab now. Let’s paste that Callback URL into the OAuth settings box like this:

![Paste in the Salesforce callback URL from WordPress](https://wpforms.com/wp-content/uploads/2020/09/salesforce-app-callback-url-wordpress.png)Great. Next, let’s scroll down a little to **Selected OAuth Scopes** and look for these 2 items:

- **Manage user data via APIs (api)**
- **Perform requests at any time (refresh\_token, offline\_access)**

Use the arrows on the right to add those 2 permissions to the Selected OAuth Scopes box on the right-hand side.

Here’s a quick video to show how this works:

![Adding OAuth scopes to a Salesforce apps](https://wpforms.com/wp-content/uploads/2020/10/salesforce-add-oauth-scopes.gif)After you’ve added those permissions, scroll down and *uncheck* the option that says **Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows.**

This checkbox is enabled by default, but you won’t be able to authorize your connection if you don’t uncheck it first.

![Disable the PKCE option](https://wpforms.com/wp-content/uploads/2023/11/disable-pkce.png)All set? Great. Now you can click **Save** at the bottom of this screen.

Salesforce will show you a message now to confirm that it’s setting your app up in the background.

I recommend that you wait at least 10 minutes before moving on to Step 4. If you try to race ahead, you’ll see an error that looks like this:

```
error=invalid_client_id&error_description=client%20identifier%20invalid
```

Don’t worry! This error just means that your connection hasn’t been set up in Salesforce. It’s best to wait a few more minutes before trying again.

### Step 5. Connect WordPress to Salesforce

Great! Now we’ve waited for 10 minutes, you can go ahead and copy the API keys into WordPress.

Just like before, you’ll want to have Salesforce and WPForms open in different tabs. Follow these 2 steps to copy the keys:

1. In your Salesforce browser tab, press the **Copy** button next to **Consumer Key**. Switch to the WPForms tab and paste the key in.
2. Switch back to your Salesforce tab and look to the right. Next to **Secret Key**, press **Click to reveal.** Copy the key, then switch back to WPForms and paste that in too.

That’s everything done. You can click **Connect to Salesforce**.

![Salesforce API keys in WordPress](https://wpforms.com/wp-content/uploads/2020/09/salesforce-api-keys-wordpress-1.png)You may need to log in to Salesforce again here. Once you’ve one that, click the blue **Allow** button.

![Allow access to Salesforce from WordPress integration](https://wpforms.com/wp-content/uploads/2020/09/allow-access-salesforce-e1601552706323.png)And that’s it! Your Salesforce account is connected to WordPress. You can see that we have a success message in WPForms at the top of the screen now:

![Salesforce integration success message in WordPress](https://wpforms.com/wp-content/uploads/2020/09/salesforce-success-message.png)And we have a connected account on the Integrations page too!

![Connected WordPress Salesforce integration](https://wpforms.com/wp-content/uploads/2020/09/integrate-salesforce-wordpress-connected.png)You now have the WPForms Salesforce integration ready! Now let’s make the form.

### Step 6. Create Your Salesforce WordPress Form

Now we have our Salesforce WordPress integration set up, we’re ready to send data from a form to Salesforce.

If you don’t already have a contact form on your site, jump over to this guide on how to [create a simple contact form](https://wpforms.com/how-to-create-a-simple-contact-form-in-wordpress/). Come back to this page when you have your form set up the way you want it.

WPForms lets you connect any form to Salesforce. And each form can create a different object. You can create:

- Accounts
- Campaigns
- Cases
- Contacts
- Leads
- Opportunities
- Products

In this example, we’re going to create a lead from the contact form we made. Start in the form builder and click **Marketing** on the left.

![Accessing the marketing settings in the form builder](https://wpforms.com/wp-content/uploads/2020/10/marketing-settings.png)From here, click **Salesforce**. Then click **Add New Connection**.

![Add new Salesforce integration in WordPress](https://wpforms.com/wp-content/uploads/2020/09/add-new-salesforce-connection.png)WPForms will ask you to give your connection a name. This will appear in the form builder so you can easily identify it later.

![Salesforce WordPress integration name](https://wpforms.com/wp-content/uploads/2020/09/name-salesforce-connection.png)Now select the Salesforce account you set up earlier from the first dropdown. In the second one, let’s select **Lead**.

![Create Lead with WordPress Salesforce integration](https://wpforms.com/wp-content/uploads/2020/09/salesforce-select-lead-wpforms.png)Underneath, we’re going to map the fields on the contact form to the fields in the leads area of our Salesforce account.

![Salesforce WordPress integration lead mapping](https://wpforms.com/wp-content/uploads/2020/09/salesforce-map-fields.png)You can stop here and save the form if you’d like to. But here’s another neat trick. We can use [smart conditional logic](https://wpforms.com/features/conditional-logic/) to automatically filter the leads that get sent to Salesforce.

For example, on my form, I asked our visitors if they wanted to hear more about our product. If I enable conditional logic, I can choose to *only* send the lead to Salesforce if the visitor answered **Yes**.

![Salesforce WordPress integration with conditional logic](https://wpforms.com/wp-content/uploads/2020/09/conditional-logic-salesforce.png)That’s it. Just click **Save** at the top to save your progress. We’re almost done!

### Step 7: Publish Your Salesforce Form

The final step is the easiest of them all. You can publish your form without using any code.This part takes just a few minutes. At the top of the form builder, click **Embed**.

![Embed form](https://wpforms.com/wp-content/uploads/2022/01/embed-form-button.png)Now let’s click **Create New Page**. Now type in a name for your new page here.

![Embed WordPress Salesforce form on a page](https://wpforms.com/wp-content/uploads/2020/09/embed-form-page-salesforce.png)When you click the **Let’s Go** button, WPForms will automatically create a WordPress page with your form embedded in it. All we need to do now is press the blue **Publish** button to go live.

![Publishing a contact form](https://wpforms.com/wp-content/uploads/2020/10/publish-contact-form.png)And we’re done! You can test the form now and check that everything’s working. When you submit the form entry, you’ll see the corresponding entry appear in Salesforce:

![Result of Salesforce WordPress integration](https://wpforms.com/wp-content/uploads/2020/09/wordpress-salesforce-integration-result.png)And that’s it! Your WordPress Salesforce integration is live.

### FAQs on How to Create a WPForms Salesforce Integration

Connecting WPForms with Salesforce is a popular topic of interest among our readers. Here are answers to some common queries about it:

#### How do I integrate WPForms with Salesforce?

You can use the WPForms Salesforce addon to connect your forms directly to your Salesforce account. No extra tools or code needed.

#### What plugin helps with WordPress Salesforce integration?

WPForms includes a built-in Salesforce addon that lets you send form entries straight to Salesforce with just a few clicks.

#### Can I connect my WordPress form to Salesforce?

Yes. With the WPForms Salesforce addon, you can send any form data from your WordPress site right into Salesforce.

#### Is there a way to send form data to Salesforce?

Yes. Just install the WPForms Salesforce addon, connect your account, and map your form fields to Salesforce fields.

#### What’s the best way to connect WordPress and Salesforce?

The WPForms Salesforce addon offers an easy way to link your site to Salesforce without writing any code.

### Next, Save Your Form Entries

Do you want to view your form entries in WordPress as well? Saving your entries in the WordPress dashboard makes it easy to see how your lead capture forms are performing.

Check out this guide on [how to save contact form entries in the WordPress database](https://wpforms.com/how-to-save-your-contact-form-data-in-wordpress-database/) to quickly learn how this works. Also, if you’re a HubSpot user, check out our post on [integrating WPForms with HubSpot](https://wpforms.com/how-to-create-a-contact-in-hubspot-from-a-wordpress-form/).

[Build Your WordPress Form Now](https://wpforms.com/pricing/)

Ready to build your form? Get started today with the easiest WordPress form builder plugin. [WPForms Pro](https://wpforms.com/pricing) includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on [Facebook](https://facebook.com/wpforms) and [Twitter](https://twitter.com/easywpforms) for more free WordPress tutorials and guides.

**Categories:** Integrations

**Tags:** CRM, salesforce, zapier

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