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Integrating CRM with CMS


By: Venkata

CRM : 

Salesforce is one of the cloud-based software solutions for businesses and the world’s most well-known Customer Relationship Management (CRM) software. It helps us improve relationship and understanding with our customers.

CMS : 

WordPress is software solution based on Internet for businesses known as WordPress Content Management System. CMS helps manage websites, online portals for organizations.

Drupal is a free, open source software that can be used by individuals or groups of users. The application includes a Content Management System and a development framework.

Benefits of integrating WordPress with Salesforce 

1.User management is easy

2.Convert form submissions into Leads

3.Track ‘logged-In’ user activity

4.Build a product catalog or ecommerce store

5.Tack campaign IDs to WordPress actions

6.Custom object integration

Steps for Connecting WordPress Contact form to Salesforce Leads 

1.Download the Wordpress-4.7.5 package from wordpress.org

2.Run the Package and Install in localhost

3.Install the necessary Plugins

Installed Plugins : 

  • Brilliant Web-to-Lead for Salesforce.

Plugin Settings: 

  • Go to the settings.
  • Enter the  salesforce.com Organization ID : 00D28000000bCnG
  • In order to get the Salesforce.com Organization ID, Log into the salesforce.com
  • Setup -> Company Profile -> Company Information.
  • Search for Salesforce.com Organization ID and place the id in the WordPress setting.

WordPress Settings: 

Go to Settings -> Salesforce

The WordPress to lead for Salesforce CRM Configuration:

  • Forms
  • Settings
  • Styling
  • Form Editor
  • Import

Salesforce.com Settings in WordPress: 

Form: 

Create a New Form from Form Editor: 

Basic Email Settings:

WordPress Contact Form: 

Success Message once form has been submitted 

Salesforce Leads : 

  • We can find the submitted Contacts from WordPress in Salesforce.
  • Login into Salesforce.
  • Click on Leads
  • Find the Contacts that were saved from the WordPress Contact Form

  • Click on Leads for Individual Details:
  • The Below images show Name, Phone, Email and Description that we used in the WordPress Contact Form.

Steps for Connecting Salesforce with Drupal 

1.Download the drupal-7.54 package from drupal.org

2.Run the Package and Install in localhost

3.Install the necessary Modules

Installed Modules : 

  • Salesforce Suite.

Plugin Settings:

  • Go to the Configuration -> Salesforce – > Authorize
  • Provide Salesforce Consumer Key and Salesforce Secret with salesforce endpoint.
  • Click on Authorize

In order to get the Salesforce secret key credentials, Log into Salesforce.com

  • Go to Build -> Apps -> Connected Apps -> Create New

  • Provide Connected App Name, Contact Name , phone
  • Enable OAuth Settings
  • Provide the callback URL
  • Select OAuth Scopes as,
  • Access and manage your data(api)
  • Perform requests on your behalf at any time (refresh_token, offline_access)
  • Enable the Require Secret for web server flow