Contact Form 7 + SalesForce.com Integration Documentation

Compatibility

This plugin requires version 3.9 or higher of the “Contact Form 7” (aka CF7) plugin.

Installation

  1. Download the plugin and Unzip the archive on your computer
  2. Upload Cf7-SalesForce directory to your plugins directory, which usually is /wp-content/plugins/
  3. Activate the plugin through the Plugins menu in WordPress

Form Creation

  1. Go to Contact > Add New
  2. Enter form title
  3. Use salesforce.com oid tag generator to insert your Salesforce Organization ID. If you don’t know how to find your OID you can read the explanation here.

CF7 and salesforce.com fields mapping

By default, the current field mapping looks like this –

  • first_name -> First Name
  • last_name -> Last Name
  • email -> Email
  • phone -> Phone
  • company -> Company
  • city -> City

Below is the sample code, which you can put in your CF7 form:

[hidden oid "00D000000000000"]

Name (required)
[text* first_name]

Last Name (required)
[text* last_name]

Your Email (required)
[email* email]

Phone (required)
[text* phone]

Company 
[text company]

City 
[text city]	

[submit "Send"]

If you want to add more fields or change existing fields, you should change CF7 fields names to match your Salesforce.com fields names.
For a list of salesforce.com fields and custom fields creation, please check out the salesforce.com docs.

My salesforce.com field name begin with a number. What to do?

According to CF7 rules ID and NAME tokens must begin with a letter ([A-Za-z]). However, if your salesforce.com field name starts with a number and you don’t want to change it, you can add “sf_” prefix to field name like in the example bellow. The prefix will be removed after form submission.

 [text* sf_001f5j0a]