Salesforce Integration with Fluent Forms

Salesforce is the World’s No-1 customer relationship management (CRM) platform. It helps your marketing, sales, commerce, service, and IT teams work as one from anywhere — so you can keep your customers happy everywhere.

Integrate your Salesforce account easily with Fluent Forms Pro by following the steps mentioned below-

Steps to integrate Salesforce with Fluent Forms

  1. Activate the Salesforce Module
  2. Get your Salesforce Domain URL, Consumer Key & Consumer Secret
  3. Use the Domain URL, Consumer Key & Consumer Secret with the Salesforce module
  4. Create/Use a Form with Fluent Forms
  5. Setup the integrations feed & Map the input fields
  • Go to the Integration Modules from Fluent Forms (WordPress admin panel sidebar) and turn on the Salesforce Module as shown in the screenshot below.
SalesForce Integration FF
  • Again hover over Fluent Forms Pro and go to Settings. Select Salesforce and you will be asked for the Salesforce Domain URL, Consumer Key & Consumer Secret here.
  • After login into your account, a Setup Home page will appear.
  • Open Setup Home → Apps → App Manager →New Connected App.
SalesForce New App
  • Set the Connected App Name, API Name, and Contact Email.
  • Check the Enable OAuth Settings and set the Callback URL. You will get your URL from the Global Setting of the form.
  • The Callback URL is unique for every single site.
  • Select the scopes: “Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access)“. Save the connected app and wait a few minutes for it to be activated.
SalesForce scopes
  • Copy the Consumer Key and Consumer Secret to use them in the next step.
SalesForce keys
  • Paste your Salesforce Domain URL, Consumer Key, and Consumer Secret to Salesforce’s Global settings tab and Save Settings.
  • Get your Domain URL by Clicking on your Profile icon on the top right.
Salesforce domain URL
  • Copy the URL & please make sure you add ‘https://’ before the domain URL.
Salesforce
  • Now go to the particular form’s settings for the entries you want to be listed in Salesforce. Click on Add New Integration and select Salesforce Integration from the dropdown.
Salesforce Integration
  • Name the Feed & select the Salesforce services from the dropdown and create the Salesforce Feed.
Salesforce New service
  • Configure the fields and map them to the Salesforce services corresponding rows.
Salesforce Feed
  • Enable Conditional Logic if required. Learn more about Fluent Forms Conditional logic here.
  • Click on Create Salesforce Feed when the configuration is done.

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