Salesforce
Overview
The AFI plugin allows you to connect your WordPress forms with Salesforce, enabling automatic creation or update of CRM records in your Salesforce workspace. When someone submits a form on your site, their data can be sent directly to Salesforce as a Lead, Account, Contact, Opportunity, or Case.
Perfect for lead generation, sales automation, and CRM pipeline management.
✅ Supported Features
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Add Lead
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Add Account
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Add Contact
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Add Opportunity
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Add Case
🔧 How To Setup
Step 1: Connect Your Salesforce Account
Before you can create an integration, connect your Salesforce account using OAuth 2.0 authorization.
Go to:AFI → Settings → Salesforce
🔐 Click Save & Authorize and follow the steps to connect your Salesforce account.
📌 How to Create a Connected App in Salesforce:
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Log in to your Salesforce account.
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Click the Settings gear icon and go to Setup.
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Under Platform Tools, click Apps → App Manager.
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Click New Connected App.
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Fill in:
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Connected App Name
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API Name
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Contact Email
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Enable OAuth Settings.
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For Callback URL, use:
https://yourdomain.com/wp-json/advancedformintegration/salesforce -
Select scopes:
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Full Access
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Perform requests anytime (refresh_token, offline_access)
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Uncheck Require Proof Key for Code Exchange (PKCE).
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Save the app and verify your identity (OTP).
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Copy the Consumer Key and Consumer Secret.
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Paste them into Client ID and Client Secret fields in the AFI settings.
Step 2: Create a New Integration
Go to:AFI → Add New
📝 Title
Give your integration a meaningful name (e.g., “Website Lead to Salesforce”)
⚙️ Trigger
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Form Provider: Choose your form plugin (e.g., WPForms, Elementor, Gravity Forms)
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Form/Task Name: Select the form you want to connect
Step 3: Configure the Action
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Platform: Choose Salesforce
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Task:
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Add new lead
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Add new Account, Contact, Opportunity, Case
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This allows multiple records to be created from one form submission.
Step 4: Map Fields
After selecting the task, click Get Fields to load all available Salesforce fields.
📌 You’ll see grouped fields for each entity:
🔹 Lead Fields (when “Add new lead” is selected)
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Company (required)
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Last Name (required)
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Email (required)
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Phone
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Campaign
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Owner
🔹 Account Fields
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Name (required)
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Website
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Industry
🔹 Contact Fields
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First Name
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Last Name (required)
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Email
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Phone
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Mailing Address
🔹 Opportunity Fields
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Name (required)
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Close Date (required)
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Stage
🔹 Case Fields
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Subject (required)
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Description
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Priority
📌 Owner
Select the Salesforce user to assign as the record owner.
📌 Campaign
When adding leads, you can assign them to a campaign.
Step 5: Save Integration
Click Save Integration at the bottom.
🎉 Done! Now your form will send data to Salesforce automatically when submitted.