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.

Salesforce provides API Access only to this 4 accounts,such as –
Enterprise Edition
Unlimited Edition
Developer Edition

Performance Edition

You can also check out this link to know more.

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.

• Again hover over Fluent Forms Pro and go to Global Settings > Configure Integration. Select Salesforce, and you will be asked for the Salesforce Domain URL, Consumer Key & Consumer Secret here. If you are using Sandbox Account then check on the Salesforce Sandbox Account checkbox.

• If you don’t have a Salesforce account, you can sign up here.

• After login into your account, a Setup Home page will appear. Click on the Settings icon button and then select the Open Advanced Setup.

• Select the App Manager from the left sidebar and click on the New Connected App button.

• 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 Fluent Forms Salesforce integration settings.

• 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.

• Copy the Consumer Key and Consumer Secret to use them in the next step.

• 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.

• Copy the URL & please make sure you add ‘https://‘ before the domain URL.

• For more details, click here.

• Now go to the particular form’s settings for the entries you want to be listed in Salesforce. Go to Settings and Integration > Configure Integration then click on Add New Integration and select Salesforce Integration from the dropdown.

• Name the Feed & select the Salesforce services from the dropdown and create the Salesforce Feed.

• Configure the fields and map them to the Salesforce services’ corresponding rows.

• Enable Conditional Logic if required. Learn more about Fluent Forms Conditional logic here.

• Click on Save Feed when the configuration is done.