The abundance of Salesforce functionality can be daunting to newcomers. So, when it comes to integrating Salesforce to WordPress you don’t want to sweat more!
There are probably tons of questions on your mind when it comes to integrating Salesforce into your WordPress forms, but it’s an easy thing to do with our Salesforce CRM add-on.
In this article, we answered some of the most frequently asked questions to ease the burden of figuring it out yourself. Let’s dig in!
Will my Salesforce version work with Ninja Forms Salesforce CRM add-on?
If your Salesforce version has API access then you will be able to use the Salesforce CRM add-on and connect Ninja Forms with Salesforce. Not all Salesforce editions have API access enabled. Here are the editions that allow API Access by default (as of December 2020):
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
These are the Salesforce Editions without API Access(as of December 2020):
- Group Edition
- Essentials Edition
- Professional Edition
Please note for Professional Edition organizations, all requests for API access must be purchased and can be processed by contacting your Account Executive. If you do not have a designed Account Executive, you need to contact the Salesforce sales team.
Do I need the annual Agency Membership to connect to Salesforce?
Now that you know your Salesforce version has API access and the connection is possible, the good news is you don’t need to have an Agency membership to get access to the Salesforce add-on.
You can simply purchase this add-on individually and we give you a 14-days money-back guarantee, no question asked. You’ll have plenty of time to test your add-on with Salesforce CRM software without worrying you’ll lose any money.
How to integrate Salesforce into your WordPress website
Connecting Salesforce to your WordPress website is very easy! All you need is your free Ninja Forms plugin, an active Salesforce account, and our Salesforce CRM add-on that creates the connection between your WordPress form and the Salesforce software.
Linking your Salesforce account to WordPress
First, you need to install your Salesforce CRM add-on. The next step is linking your Salesforce account to WordPress by creating a New Connected App in your Salesforce account. (Platform Tools > Apps > App manager > Create New Connected App). This is not the easiest thing to do, but you only need to do it once!
Mapping form fields to your Salesforce fields
Now that you successfully linked your Salesforce account with your WordPress form, and retrieved your Objects and Fields, navigate to the Emails & Actions tab.
Click the plus button in the bottom right corner to add a new action, and click Add To Salesforce button. This is how our Salesforce add-on adds Salesforce connection to your current forms.
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.
Does the Salesforce CRM add-on support two-way synchronization?
At this time, the Salesforce CRM add-on allows mapping of form data and is only able to send data to Salesforce. It does not have a feature to query data from Salesforce CRM at this time. Please remember the data is pushed to Salesforce only when the form is submitted.
Transferring files to Salesforce with Salesforce CRM add-on
Our Salesforce CRM add-on does not allow for attachments being sent to Salesforce software when the form is submitted due to security reasons. You can, however, send the URL for where the file is located using the merge tag for the File Uploads field.
Within your Salesforce action, click Add New to map your File Uploads field button to a Salesforce field. On the Form Field, you will see a merge tag icon.
Once you click on this icon you will see the list of existing form fields on your form. Select File Upload. This will display the merge tag for the File Uploads field.
The next step is to map your Ninja Form Field to Salesforce Field. In this field, you will see the list of Objects along with fields that you retrieved when you connected Ninja Forms to Salesforce.
If you selected Image as your retrieved Object, you could map your File Upload button field to your Salesforce Image field as an example.
Now from the dropdown list under Data Handling Instructions, you’ll select File Upload and click Done to save these changes. That’s it!
Updating preexisting records in Salesforce software
Currently, the Salesforce CRM add-on creates only a new record. It does not update existing records. This decision was made to prevent spam-type submissions from corrupting valid data in Salesforce in order to protect against malicious updates.
If Ninja Forms detects a match of a record that you may want to update, we will create a new record and generate a task to notify you of the match.
You can then compare the two records, and manually merge them in the CRM if the data is valid. We know that this is an extra step for you, but it protects your CRM data, which is the highest priority.
Sending sensitive data to Salesforce?
Sometimes your organization stores sensitive data in the Salesforce CRM. Securing this sensitive data such as personally identifiable information (PII), or protected health information (PHI) is a critical concern for organizations. While Ninja Forms has security measures in place to prevent malicious code, Ninja Forms relies on the security of your server.
We don’t recommend saving sensitive data as this data is saved within the WordPress database. Ninja Forms gives you an option to disable the Record Submission action (just toggle off the button) to stop the data from saving to your server. Disabling this option your files are transferred straight to the Salesforce CRM system.
However, If you decide to store your submissions with personally identifiable information, you can set submissions to expire. You can also mark certain fields as Personally Identifiable Data.
This means when Delete Data Request is processed, all Personally Identifiable Data on your form will be anonymized rather than deleted. To learn more about General Data Protection Regulation, make sure to check this blog post!
Sending data to one or more campaigns in Salesforce
The Salesforce add-on gives you the ability to add one or more Salesforce actions to a form by simply duplicating the action.
Within an action, you can map the data you want to send to Salesforce, and set the campaign that the data would be associated with when it’s passed over.
Sending data to more campaigns in Salesforce requires one Salesforce action per campaign. Using the Conditional Logic add-on, you can control which action fires via logic depending on the lead’s selections in the form itself.
To learn more about using the conditional logic on your WordPress form, check our article on 7 Time-Saving Ways to Use WordPress Form Logic.
Can I connect to Pardot with the Salesforce CRM add-on?
Even though Pardot marketing automation is part of Salesforce, Pardot uses a separate API connection that Salesforce. This means you can’t connect to Pardot using our Salesforce CRM add-on.
However, you can easily connect Ninja Forms to Pardot! All you need is your active Zapier account, our Ninja Forms free core plugin, and Zapier add-on!
Please note that the number of zaps you can make depends on your Zapier plan but the number of zaps you’ll be able to integrate with Ninja Forms using the Zapier add-on is unlimited.
Integrating Salesforce into WordPress wasn’t hard!
Now that you came all the way here, you should feel fully confident about how to integrate the Salesforce account to your WordPress website. With the Salesforce CRM add-on, you can easily make the connection and feel at ease!
Make sure to also check our step-by-step Salesforce documentation page to learn more about the Salesforce CRM add-on, and don’t hesitate to contact our support team if you have any further questions!
