Salesforce integration with a User Registration plugin allows you to automatically send user data from your WordPress site to Salesforce CRM. It ensures all customer data stays organized in one place, making sales, marketing, and support processes faster and more efficient.
- Prerequisite:
- Active installation of User Registration & Membership Plugin (Pro v5.1.4).
- Active installation of the Salesforce addon.
Install and Activate Salesforce Addon #
Since Salesforce is a premium addon, you must buy the plugin’s premium version to integrate it. So, install and activate User Registration & Membership Pro by purchasing the plugin from its official website. After that, you can install and activate the plugin using your license key.
Next, activate the Salesforce addon through User Registration & Membership > Extension. Now, search for Salesforce and toggle to activate the addon.
For a detailed guide, read our documentation on using User Registration & Membership Pro and its addon.Verify the activation by navigating to User Registration & Membership > Settings > Integration.
Salesforce API Setup #
To start with Salesforce, you need a Salesforce account and connect the User Registration & Membership plugin with Salesforce. You need to create an app within your Salesforce account, generate consumer keys, and add those keys to the plugin’s setup. Here’s how you can do it
Step 1: Create a Connected App in Salesforce #
Click on the settings icon from your Salesforce dashboard and select Open Advanced Setup.
Next, navigate to Apps > App Manager and click New Connected App.
A new interface as below pops up, so choose Create a Connected App and hit the Continue button.
Step 2: Configure the Connected App in Salesforce #
You will now see the setup interface for your app, where you need to fill in your basic information first.
Scroll down, and you’ll find API (Enable OAuth Settings). Check the Enable OAuth Settings; it will expand further and ask for other information. First, you need to add a Callback URL, which can be found on your WordPress dashboard.
So, open your WordPress dashboard on another tab and navigate to User Registration & Membership > Settings > Integration > Salesforce. You’ll see the callback URL.
Copy the Callback URL and paste it under Salesforce’s Callback URL.
For OAuth Scopes, select Manage user data via APIs (api) and click the Add icon. Similarly, add Perform requests at any time scopes. Also, uncheck the “Require Proof Key for Code Exchange option.
Scroll down and click on the Save button.
Step 3: Retrieve API Credentials from Salesforce #
You’ll now see a message like the one below, which tells you to wait ten minutes before clicking the Continue button. So, wait for ten minutes and hit the Continue button.
Now, click the Manage Consumer Details button, asking you to enter the verification code sent to your connected email.
Go to your associated mail box, copy and paste the code.
Click on Verify to get the consumer details, including the Consumer Key and Secret. Copy and keep these keys safe to use later.
Configure User Registration & Membership for Salesforce Integration #
Go to your WordPress dashboard and navigate to User Registration & Membership > Settings > Integration to configure further.
Step 1: Authenticate Salesforce #
Click on the Salesforce tab and paste the consumer key and secret you retrieved from Salesforce. Also, enter an account name and click the Authenticate with Salesforce button.
Log in to Salesforce when prompted and authorize the connection.
Upon successful authorization, you’ll be redirected to your account with the access code. So, copy the code and paste under Access Code and click on Verify Accesscode.
When the connection is successful, you will get the notification as shown in the image below:
Step 2: Add Salesforce Integration to Your Form #
Now you can link your Salesforce account to the User Registration & Membership form to connect your contact to Salesforce. To do so, create a new form or use an existing form.
Go to the form builder and navigate to Form Settings > Integration.
Click on Salesforce and Add New Connection. Now, give a name to the connection and proceed.
Now, configure your connection by selecting the Salesforce Account.
Step 3: Field Mapping #
When you’re mapping fields (like Name, Email, Phone from your registration form), Salesforce needs to know where to save that data. So, select which objects to synchronize (Leads, Contacts, Accounts) and proceed with field mapping. Field Mapping tells the plugin which form field should go to which Salesforce field inside that object.
So, map WordPress registration/membership fields to corresponding Salesforce fields:
Click Update form when complete.
Testing Salesforce Integration #
- To test the integration, open your site on private/incognito mode and fill in and submit the registration form
2. Go to your Salesforce contact list and check if the newly registered users are on your Contact list.
Trobuleshooting #
- Authorization Failed: Verify consumer key and secret key
- Fields Not Syncing: Check the field mapping configuration and ensure the field types are compatible.
- Sync Errors: Check the WordPress error log and verify that the Salesforce API limits haven’t been exceeded.
