Connecting Wordpress to your CRM easily and effectively
Our collection of CRM plugins integrate your WordPress website seamlessly with your Customer Relationship Manager software. Built on the incredibly powerful and easy to use Ninja Forms, they make setup a breeze. They streamline your online integration by doing the hard work for you, leaving you to go back to managing your business, not your technology.
Check out our plugins and learn how they can help you and your business grow.
You have the ability to connect your Ninja Forms to a Salesforce test environment if you wish. Here’s how
The following code can be added to your theme’s functions.php file, or another plugin file where you prefer to run code snippets.
The default access point for Salesforce is ‘login.salesforce.com’ so you don’t have to do anything if you are using the default. In my example, I am using a Salesforce environment accessed at test.salesforce.com. If you are using something different, you can switch out ‘test’ with whatever subdomain you are using.
add_filter( 'nfsalesforcecrm_set_connection_type' , 'nf_change_salesforce_endpoint');
function nf_change_salesforce_endpoint(){
return 'test';
}
I received a support inquiry about how to add an autoresponder to a Salesforce submission. While Salesforce’s REST API doesn’t directly allow triggering an autoresponder, Salesforce’s knowledge base has documented a way to accomplish the desired end result.
The solution is to “create a workflow rule that would fire on Lead/Case creation that would send an email to the correct address“. The solution mentioned answers a specific question regarding Lead and Case creation but you may be able to create the work flow for any object. If you do try it with a different object, I’d love to hear about it so I can share the experience with other Ninja Forms Salesforce users.
If you’d like to read the details, here is a link to the full knowledge article:
https://help.salesforce.com/articleView?id=000212166&type=1
If your Zoho CRM account is on their EU endpoint, you can connect your Ninja Forms’ Zoho CRM plugin with one additional setting.
In the Zoho CRM settings section of the Ninja Forms Settings page, go to the Advanced Commands section and add this code:
eu_endpoint
If you have other advanced commands, be sure to separate them with a comma. After you save your options, click the “Click to Test Your Zoho Connection” link and you should now be connected using Zoho’s EU endpoint.
Here’s a screenshot to help you:
Sincerely,
Stuart Sequeira
The Ninja Forms Salesforce plugin lets you add attachments automatically to Accounts and Contacts. If, however, you have a custom object, it can’t automatically add it out of the box because I don’t know the name of your custom object that you want to use. For that reason, I built in the ability for you to create your own link so that you can attach an uploaded file to your custom object.
add_filter('nfsalesforcecrm_filter_child_object_array', 'lb3_attachment_to_custom_object');
function lb3_attachment_to_custom_object($default_child_object_array){
$modified_array = $default_child_object_array;
$modified_array[ 'my_custom_object_name']=array(
'Attachment'=>'ParentId'
);
return $modified_array;
}
Note that in this example, you would replace my_custom_object_name with the name of your custom object as displayed in the Salesforce Object list in the Salesforce Settings of your Ninja Forms Settings page.
Because we are taking the custom object we just created and putting its ID into the attachment object, we need to ensure that we create the custom object before trying to create the attachment. This is accomplished by filtering the Salesforce Object Order to add our custom object in the appropriate order. Attachments are created at sequence number ’50’ so a good order number for a custom object is ’15’. See the snippet below.
add_filter('nfsalesforcecrm_filter_object_order', 'lb3_add_custom_object_order');
function lb3_add_custom_object_order($default_object_order){
$modified_array = $default_object_order;
$modified_array[ 'my_custom_object_name']='15';
return $modified_array;
}
The objects in Salesforce are linked but adding the ID of the parent object as a field in the child object. For attachments, the field used is called ‘ParentId’. The plugin has a configured array that contains an array of standard Salesforce objects, each of which has an array of child objects that holds the name of the field used for linking. When one of the parent objects is created, the Ninja Forms Salesforce extension looks through this array and then adds the newly created ID into any available child objects using the specified field.
In our example, we add a new key called my_custom_object_name and specify that if an Attachment is also being created by the form submission, we want to to that the my_custom_object_name ID and add that as the ParentId field for the attachment, thus linking the two together.
As always, if you have any questions, please don’t hesitate to contact me.
Sincerely,
Stuart Sequeira
The best place to solve your WordPress to Salesforce connection challenges is your Ninja Forms Settings page Salesforce Section. Here is a quick screen shot of what it looks like:
Each line in the status is one step of the last communication and knowing that helps you read through it.
In this example, see that the plugin retrieved a list of Salesforce objects, then described an object twice. I purposely chose this example because, as you see immediately above, I had requested to retrieve two objects- CampaignMember and Lead. From this, you can now surmise that the plugin connected to Salesforce, got a list of objects, and then described two of them.
Currently, the wording may seem strange to you and I’m working on that. As I continuously improve the plugin, I am adding enhancements to improve readability. For now, however, I will strive to document not only the responses from Salesforce, but what you can do about it.
Here is another sample screenshot to get your comfortable reading them:
Here, I created a form to add a Lead to Salesforce. My status starts with “Lead:” which tells me the specific object I am sending. Next, the details tell me I was successful adding it to Salesforce. – yay –
If you are creating multiple objects, like an Contact and an Account, they are listed in order created. Be aware that the order you set up on the form may not be the order they appear here. The plugin in sorts your form data to add things in the optimal way for adding them to Salesforce.
As you develop your forms, make this section the first place you look to solve issues. I like to keep this page open on one tab and on my form design on another. In doing so, I can quickly go back and forth, testing a new field then seeing how it worked. Salesforce is powerful, and it has rules for data that keep it robust. If your form didn’t get through to Salesforce, this page will tell you the rules to follow. From there, you can adjust accordingly and finalize your WordPress Salesforce connection.