When your business is growing, it’s easy to lose track of your customers. But it doesn’t have to be that way. If you’re using WordPress forms like Ninja Forms to collect your customers’ data, then you can easily connect your WordPress to Salesforce.
Let’s see how we can do that!
But first, make sure you have the following:
Linking your Salesforce account to WordPress
To set up your Salesforce and WordPress connection, refer to our documentation or Salesforce’s documentation. It’s not the easiest thing to do, but it’s a one-time setup, so you’ll have to do it only once and forget about it. Note that our documentation uses screenshots of Salesforce in their Classic view.
I’ll wait for you here to set up the connection..
Mapping your form fields to Salesforce fields
Did you do all the steps in the documentation? Congrats! Now that the hard part is behind us, we just have to add the Salesforce integration in our form and map the form fields to the Salesforce fields.
Let’s say you’re an agency, and you have a contact form to capture your leads.
You don’t want the data to just sit there, you want to analyze and track these leads in your CRM, Salesforce.
To do that, edit your form, then go to the Emails & Actions tab.
Click the plus button in the bottom right corner (Add New Action), and then click the ‘Add to Salesforce’ button.
Now, you should see the settings to map your form fields to your Salesforce fields. To begin, click the Add New button.
A new row will appear. There, you can define the form field you want to send to Salesforce, the Salesforce field, and the data handling instructions. The Data Handling Instructions will tell Salesforce how to parse the incoming information. For example, you can let Salesforce know this field contains an uploaded file, a date, a possible duplicate, etc.
For every field that you want to send to Salesforce, map it out on this screen. When you’re done mapping, publish your form.
Collect your leads and build relationships
And that’s it! Now each time your form submits, you’ve predefined for Salesforce where you want your submitted data and how to handle it. You’ll never lose track of your customers ever again.
What do you want to see next? Let us know in the comment section below!
