Plugin / Brilliant Web-to-Lead for Salesforce

To turn on in browser debugging, add a hidden field (enabled) named debug and set the value to 1. To turn on debugging via email, add a hidden field (enabled) named debugEmail and set the value to [email protected] (your email address). Also check for debug logs at SalesForce to see if a validation rule is the culprit: Administration Setup | Monitoring | Debug Logs.

99% of the time the plugin is sendign these… and the issue is at the WordPress or server level. The Give team has an excellent article on diagnosing and troubleshooting email issues.

SalesForce is inconsistent in naming built in fields, and even misreports the names of some fields (like MobilePhone, which is actually mobile) in the customize fields screen. Generating a Web to Lead form gets you the real names, but the list below should help as well. Built in fields Human Name API Name - - - - - - - - - - - - - - - - - - - - - - - - First Name first_name Last Name last_name Title title Website URL Phone phone Mobile mobile Fax fax Email email Address street City city State/Prov. state Zip zip Country country Description description Industry industry Rating rating Annual Rev. revenue Employees employees Other Fields Lead Source lead_source Email Opt Out emailOptOut Fax Opt Out faxOptOut Do Not Call doNotCall Lead Record Type recordType Campaign Campaign_ID Campaign Member Status member_status Name may vary (these are lookup fields), generate a Web-to-Lead form with these fields included for the actual value SIC Code Product Interest Primary Current Generator(s) Number of Locations

Setting Up Web-to-Lead Setting Up Web-to-Case

Choose Web to Case in the Form Settings (bottom of the form editor page).

To find your Organization ID, do the following steps: Log in to your SalesForce.com account Go to Setup » Company Profile » Company Information You’ll find the Organization ID in the lower right hand corner of your screen

Go to Setup » Customize » Leads » Fields If your custom field does not exist yet, create it now. Find the API Name for your field (e.g. Custom_Field_Example__c). If it doesn’t end in “__c” it’s not the API name and will not work. Add a new field to your form using the form editor on the plugin admin screen Enter the API Name as the field name (left most box), then fill out the other fields normally (make sure to enable the field!). Save your changes — new submissions will now post that custom field to SalesForce.

Like any other field. Note that it is a single checkbox, not a checkbox list (yet). Note: You must provide a value for your checkbox. Generally 1 is what you want (unless you’re expecting something other than true/false in SalesForce). If you don’t provide a value, your checkbox will never get sent with the form data (and even if it did, it won’t “check” the box at SalesForce as “empty” = unchecked). Checkbox lists and radio buttons will be in a future update.

Before you do, consider if a pre-checked checkbox (opt-out) is really what you want to do. If you insist on proceeding anyways: see the Pre-check a checkbox example in Other Notes.

Hint: Use the form importer! Use it like any other field — however you’ll need to specify the options (and optional values) for each field using the options box (far right). You’ll also need to use the “internal name” from Salesforce as your field name (see next FAQ). The value box for a select list is the default value (the one selected on a fresh form). /* Preferred format: */ // Use same data for display and value passed to SF one two three // Use different data for display and value passed to SF, require user to select something (assuming field is required) Select One| name1|value1 name2|value2 // Use different data for display and value passed to SF name1|value1 name2|value2 /* Legacy Format (does not allow the use of colons in names or values): */ //Use same data for display and value passed to SF one|two|three //Use different data for display and value passed to SF, require user to select something (assuming field is required) Select One: | name1:value1 | name2:value2 //Use different data for display and value passed to SF name1:value1 | name2:value2 Some useful options lists — you can remove any line(s) you don’t want/need: Note: If state and country aren’t a valid combo, or the state doesn’t match the default country of your Salesforce install, your lead will likely be rejected — so be careful with these! States / Provinces Select One| State| AL|Alabama AK|Alaska AZ|Arizona AR|Arkansas CA|California CO|Colorado CT|Connecticut DE|Delaware FL|Florida GA|Georgia HI|Hawaii ID|Idaho IL|Illinois IN|Indiana IA|Iowa KS|Kansas KY|Kentucky LA|Louisiana ME|Maine MD|Maryland MA|Massachusetts MI|Michigan MN|Minnesota MS|Mississippi MO|Missouri MT|Montana NE|Nebraska NV|Nevada NH|New Hampshire NJ|New Jersey NM|New Mexico NY|New York NC|North Carolina ND|North Dakota OH|Ohio OK|Oklahoma OR|Oregon PA|Pennsylvania RI|Rhode Island SC|South Carolina SD|South Dakota TN|Tennessee TX|Texas UT|Utah VT|Vermont VA|Virginia WA|Washington WV|West Virginia WI|Wisconsin WY|Wyoming DC|District of Columbia AS|American Samoa GU|Guam MP|Northern Mariana Islands PR|Puerto Rico UM|United States Minor Outlying Islands VI|Virgin Islands, U.S. Province| AB|Alberta BC|British Columbia MB|Manitoba NB|New Brunswick NL|Newfoundland and Labrador NS|Nova Scotia NT|Northwest Territories NU|Nunavut ON|Ontario PE|Prince Edward Island QC|Quebec SK|Saskatchewan YT|Yukon Countries AF|Afghanistan AX|Åland Islands AL|Albania DZ|Algeria AS|American Samoa AD|Andorra AO|Angola AI|Anguilla AQ|Antarctica AG|Antigua and Barbuda AR|Argentina AM|Armenia AW|Aruba AU|Australia AT|Austria AZ|Azerbaijan BS|Bahamas (the) BH|Bahrain BD|Bangladesh BB|Barbados BY|Belarus BE|Belgium BZ|Belize BJ|Benin BM|Bermuda BT|Bhutan BO|Bolivia (Plurinational State of) BQ|Bonaire, Sint Eustatius and Saba BA|Bosnia and Herzegovina BW|Botswana BV|Bouvet Island BR|Brazil IO|British Indian Ocean Territory (the) BN|Brunei Darussalam BG|Bulgaria BF|Burkina Faso BI|Burundi CV|Cabo Verde KH|Cambodia CM|Cameroon CA|Canada KY|Cayman Islands (the) CF|Central African Republic (the) TD|Chad CL|Chile CN|China CX|Christmas Island CC|Cocos (Keeling) Islands (the) CO|Colombia KM|Comoros (the) CD|Congo (the Democratic Republic of the) CG|Congo (the) CK|Cook Islands (the) CR|Costa Rica CI|Côte d'Ivoire HR|Croatia CU|Cuba CW|Curaçao CY|Cyprus CZ|Czech Republic (the) DK|Denmark DJ|Djibouti DM|Dominica DO|Dominican Republic (the) EC|Ecuador EG|Egypt SV|El Salvador GQ|Equatorial Guinea ER|Eritrea EE|Estonia ET|Ethiopia FK|Falkland Islands (the) [Malvinas] FO|Faroe Islands (the) FJ|Fiji FI|Finland FR|France GF|French Guiana PF|French Polynesia TF|French Southern Territories (the) GA|Gabon GM|Gambia (the) GE|Georgia DE|Germany GH|Ghana GI|Gibraltar GR|Greece GL|Greenland GD|Grenada GP|Guadeloupe GU|Guam GT|Guatemala GG|Guernsey GN|Guinea GW|Guinea-Bissau GY|Guyana HT|Haiti HM|Heard Island and McDonald Islands VA|Holy See (the) HN|Honduras HK|Hong Kong HU|Hungary IS|Iceland IN|India ID|Indonesia IR|Iran (Islamic Republic of) IQ|Iraq IE|Ireland IM|Isle of Man IL|Israel IT|Italy JM|Jamaica JP|Japan JE|Jersey JO|Jordan KZ|Kazakhstan KE|Kenya KI|Kiribati KP|Korea (the Democratic People's Republic of) KR|Korea (the Republic of) KW|Kuwait KG|Kyrgyzstan LA|Lao People's Democratic Republic (the) LV|Latvia LB|Lebanon LS|Lesotho LR|Liberia LY|Libya LI|Liechtenstein LT|Lithuania LU|Luxembourg MO|Macao MK|Macedonia (the former Yugoslav Republic of) MG|Madagascar MW|Malawi MY|Malaysia MV|Maldives ML|Mali MT|Malta MH|Marshall Islands (the) MQ|Martinique MR|Mauritania MU|Mauritius YT|Mayotte MX|Mexico FM|Micronesia (Federated States of) MD|Moldova (the Republic of) MC|Monaco MN|Mongolia ME|Montenegro MS|Montserrat MA|Morocco MZ|Mozambique MM|Myanmar NA|Namibia NR|Nauru NP|Nepal NL|Netherlands (the) NC|New Caledonia NZ|New Zealand NI|Nicaragua NE|Niger (the) NG|Nigeria NU|Niue NF|Norfolk Island MP|Northern Mariana Islands (the) NO|Norway OM|Oman PK|Pakistan PW|Palau PS|Palestine, State of PA|Panama PG|Papua New Guinea PY|Paraguay PE|Peru PH|Philippines (the) PN|Pitcairn PL|Poland PT|Portugal PR|Puerto Rico QA|Qatar RE|Réunion RO|Romania RU|Russian Federation (the) RW|Rwanda BL|Saint Barthélemy SH|Saint Helena, Ascension and Tristan da Cunha KN|Saint Kitts and Nevis LC|Saint Lucia MF|Saint Martin (French part) PM|Saint Pierre and Miquelon VC|Saint Vincent and the Grenadines WS|Samoa SM|San Marino ST|Sao Tome and Principe SA|Saudi Arabia SN|Senegal RS|Serbia SC|Seychelles SL|Sierra Leone SG|Singapore SX|Sint Maarten (Dutch part) SK|Slovakia SI|Slovenia SB|Solomon Islands SO|Somalia ZA|South Africa GS|South Georgia and the South Sandwich Islands SS|South Sudan ES|Spain LK|Sri Lanka SD|Sudan (the) SR|Suriname SJ|Svalbard and Jan Mayen SZ|Swaziland SE|Sweden CH|Switzerland SY|Syrian Arab Republic TW|Taiwan (Province of China) TJ|Tajikistan TZ|Tanzania, United Republic of TH|Thailand TL|Timor-Leste TG|Togo TK|Tokelau TO|Tonga TT|Trinidad and Tobago TN|Tunisia TR|Turkey TM|Turkmenistan TC|Turks and Caicos Islands (the) TV|Tuvalu UG|Uganda UA|Ukraine AE|United Arab Emirates (the) GB|United Kingdom of Great Britain and Northern Ireland (the) UM|United States Minor Outlying Islands (the) US|United States of America (the) UY|Uruguay UZ|Uzbekistan VU|Vanuatu VE|Venezuela (Bolivarian Republic of) VN|Viet Nam VG|Virgin Islands (British) VI|Virgin Islands (U.S.) WF|Wallis and Futuna EH|Western Sahara* YE|Yemen ZM|Zambia ZW|Zimbabwe Note: Leading & trailing whitespace is trimmed when names and values are displayed, so feel free to use spaces to make things more readable.

Choose it from the dropdown, that’s all you have to do. If you want to customize the date format or display/functionality of the datepicker UI, you can set the options by entering a list of options in the Options box of the field editor, one per line. Note that you must end each option with a comma, or you’ll end up with a javascript error instead of a datepicker. Note that any options you specify will override the default options. e.g. Default date format – Year, Month, Day dateFormat : ‘yy-mm-dd’, Month, Day, Year dateFormat : ‘mm-dd-yy’, Day, Month, Year dateFormat : ‘dd-mm-yy’, Day, Month, Year + Show the button panel dateFormat : 'dd-mm-yy', showButtonPanel: true, More information about the datepicker options can be found here: Examples: http://jqueryui.com/datepicker/ API Reference: http://api.jqueryui.com/datepicker/

Hint: Use the form importer! Picklists in SalesForce (Web to Lead at least) are a strange beast — you’d think you could pass the field name and SF would map it on their end… but they don’t make it that easy. Instead you need to use the internal SF ID of the picklist… which looks more like: 00Nd0000007p1Ej (this is just en example, this is not the id of your field). Where do you find this cryptic value? You can find it in two places (that I know of): Edit the field and it’ll be in the URL: e.g. https://na14.salesforce.com/00Nd0000007p1Ej/... Generate a Web to Lead form with your field included and it’ll be in the HTML e.g. TestPicklist: Then take the “name” you get (00Nd0000007p1Ej in this example) and enter that as the field name in your form editor. Yes, you enter this obtuse string of digits instead of the human readable field name (i.e. MyCustomField__c).

How do I use the HTML field?

Optionally enter a label (field will display full width if a label is not entered. Enter HTML code in the options box. Note: You cannot use the HTML box to enter a custom field, as only “known” fields are submitted to salesforce and HTML fields are not submitted (just displayed). Be careful to avoid the

or

tags in an HTML field as they will likely break your form.

How do I use a lookup field with a picklist field in the plugin?

Hint: Use the form importer! Since it’s a lookup field the value of the options has to be SalesForce’s internal id, not the value you’d think it would be. Otherwise when Jane Doe gets married and becomes Jane Smith you’d break all the links to her user. Basically, you need to generate a Web to Lead form in Salesforce and grab the option values from the HTML it generates. e.g. Find the lookup field. This is the bit you’re looking for: Joe Schmoe Jane Doe … 00Nd0000007p1Ej (just an example) is the SF internal ID for that choive. Enter that as the value in your pick list field options like this: 00Nd0000007p1Ej:Joe Schmoe|00Nd0000007p1aB:Jane Doe

How do I change the order of input fields?

Right now, the only way of ordering input fields is by changing the position numbers on the right hand side of the input fields table in the admin settings. Drag and drop re-ordering is on the roadmap.

How do I apply my own styling to the form?

Instructions for disabling or overriding the CSS are included on the plugin settings screen (see Style Settings).

What does “Use WPCF7 CSS integration” do?

This option adds the WPCF7 classes to the form fields so you get the WPCF7 CSS styles applied (if that plugin is also activated).

Is it possible to make multiple forms with this plugin?

Yes, version 2.0 introduces this feature. Version 2.1 allows you to duplicate forms to reduce re-entering data. Version 2.5 allows you to import Web-to-Lead forms from Salesforce.

How do I change the Lead Source that shows up in Salesforce?

You can easily change this by going into the admin panel and, under form settings, changing the Lead Source for that form. Daddy Analytics uers can set this to blank to have it automatically filled.

I want to include the full URL the form is embedded on, but SF limits the lead source to 40 characters — how would I do that?

The lead source supports using %URL% as the lead source (which will be replaced with the form embed url), but SF inexplicably limits the lead source to 40 characters. Here’s how to route around that: /* How to use: 1. Create a custom URL field at SalesForce (or Text field that holds more than 255 characters if you desire). A URL field makes it clickable in the lead detail view(s). 2. Replace URL_CUSTOM_FIELD_NAME below with the name of the custom field you setup in SalesForce, it will be something like EmbedUrl__c 3. Add a hidden field to each form with the same field name (e.g. "EmbedUrl__c") 4. Profit */ add_filter( 'salesforce_w2l_field_value', 'salesforce_w2l_field_embedurl', 10, 3 ); function salesforce_w2l_field_embedurl( $val, $field, $form ){ // Target a specific field on all forms if( $field == 'URL_CUSTOM_FIELD_NAME' ) $val = esc_url("http://".$_SERVER['HTTP_HOST'].$_SERVER['REQUEST_URI']); return $val; } .gist table { margin-bottom: 0; }

Can I change the submit button?

Of course you can! Go into the admin panel and, under Form Settings, change the text from the default “Submit” to whatever you’d like it to be!

Will I lose data if I upgrade to 2.0? Do I need to change anything?

Nope! The plugin will migrate your existing data to the new format. Your existing form will become Form 1 and be output by the [salesforce] shortcode).

How do I show my other forms?

Just use [salesforce form="X"] (X is the form number). Or select a form number in the widget.

I put my campaign name in the Campaign_ID field but it’s not working

The Campaign_ID field requires the Campaign ID — the name will not work. To find the Campaign_ID, go your the campaign page and look in the URL bar for the ID: e.g. https://salesforce.com/621U000000IJat In this example, 621U000000IJat is the Campaign_ID — make sure you use the ID from the campaign you want the lead attached to and not the example ID shown here.

Does the return/thanks URL have to be on my site?

No, as long as it’s a valid URL it will work. However it should be an absolute URL regardless of where it is located. e.g. http://yoursite.com/thanks/ not just /thanks/

Is there a limit to how many leads can be captured?

While the plugin has no limits, SalesForce does limit API calls per day: The daily limit for Web-to-Lead requests is 500. If your organization exceeds its daily Web-to-Lead limit, the Default Lead Creator (specified in the Web-to-Lead setup page) receives an email containing the additional lead information. See also: How many leads can we capture from our website?

Can I hide the admin message insisting I enter my organization id?

Yes. Be careful — that’s there to remind you that the plugin doesn’t do much without one. Add this to functions.php or a custom plugin (see other notes for more detailed instructions): add_filter( 'salesforce_w2l_show_admin_nag_message', '__return_false', 10, 1 );

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Ratings

4.4

36 reviews

Rating breakdown

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Details Information

Version

2.7.3.4

First Released

31 Jan, 2014

Total Downloads

113,112

Wordpress Version

4.0 or higher

Tested up to:

5.1.3

Require PHP Version:

-

Tags

contact form ContactForm crm Web to lead

Contributors

brilliantplugins Nick Ciske Michael Moore jrfoell

Languages

The plugin hasn't been transalated in any language other than English.

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