On a recent commercial project I had to implement Salesforce integration for the WP-Members plugin. The benefit to the community is that I turned that into an extension for the plugin.
While this is presently considered a beta release, I will be packaging it for download and eventually including it in the downloads section.
I will be writing up more complete documentation and adding some screenshots, but for now I wanted to get this out and available for early adopters.
As with other extensions, you can install this as a plugin in your WP plugin panel. Either unzip the package and transfer via FTP or upload in the WP plugin panel. Once you activate the extension there will be a Salesforce tab in your WP-Members admin panel.
Using the extension
The extension operates with Salesforce Web-to-Lead. You will need to create a Web-to-Lead form in Salesforce. Once you have done that, you will have the OID you need, as well as the information that you need to map your WP-Members fields to Salesforce fields. You won’t actually use the web form that Salesforce creates, but you will need the information from it so you can map the fields.
The settings are relatively simple. There are two fixed fields that you will need:
- OID – this will be retrievable from the web form, it is essentially the API key for your Web-to-Lead form.
- Lead Source – this is the lead source that the leads will have in Salesforce.
The rest of the fields will depend on the fields you have created and are using in WP-Members. All of the WP-Members fields you have, both default and custom, will show in the left column. The right hand column will have fields you can enter the name of the Salesforce field.
For the Salesforce field name, use the name of the field from the Web-to-Lead form HTML. Enter any fields that you want the Web-to-Lead form to collect. Leave any others blank and they will not be used.
That’s it! Once you have mapped the fields and supplied a valid OID, new registrations will automatically be entered into Salesforce as new leads.