Elementor Pro Form Widget – Salesforce CRM (Premium)

Installation

WordPress Dashboard

• Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
• Click on ‘Upload Plugin’.
• Upload plugin zip.
• Activate plugin.

WordPress Multisite Network Dashboard

• Go to ‘Network Admin’ -> ‘Plugins’ -> ‘Add New’.
• Click on ‘Upload Plugin’.
• Upload plugin zip.
• Only install plugin zip in ‘Network Admin’ and do not activate it.
• Activate plugin site wise (‘Site’ -> ‘Admin’ -> ‘Plugins’).

Configuration

• Go to ‘Admin’ -> ‘Elementor’ -> ‘Salesforce CRM’.

Integration Method: API

• Create Connected App in Salesforce CRM to get Consumer Key and Consumer Secret. The guide is here.
• Environment: Select Production or Sandbox environment.
• Domain: https://login.salesforce.com/
• Consumer Key: Add your Salesforce Connected App Consumer Key.
• Consumer Secret: Add your Salesforce Connected App Consumer Secret.
• Click on ‘Authorize’ button.

Integration Method: Web-to-Lead or Web-to-Case

• Salesforce CRM Environment: Select Production or Sandbox environment.
• Organization ID: Add your Salesforce Organization ID. The guide is here.
• Click on ‘Authorize’ button. Also, you can add custom fields for Web-to-Lead or Web-to-Case.
  • Object: Select an object.
  • Field Label: Add field label.
  • Field Name: Add field name.
  • Field Type: Add field type.
  • Click on ‘Add Custom Field’ button.

Integration

• ​Click on the form.
• Click on the section ‘Actions After Submit’ on the left.
• Click in the ‘Add action’ field and select the action you need.
  • Salesforce CRM – Case
  • Salesforce CRM – Contact
  • Salesforce CRM – Lead

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• After selecting the action, you will see the action section.
• Select ‘Create Object Record’ or ‘Create/Update Object Record’ action event.
  • Create Object Record: On form submitted, it will add record.
  • Create/Update Object Record: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.
• Select a campaign if you want to add Contact or Lead to your Salesforce CRM Campaign.
• Map Elementor Pro Form Widget form fields to Salesforce CRM object fields.
  Below object wise fields are required in the Salesforce CRM and it must be mapped with Elementor Pro Form Widget form fields.
  • Click on “+ ADD ITEM”.
  • Form Field: Add form field ID.
  • Lead/Contact/Case Field: Select a Lead/Contact/Case field.
  • Case: Case Origin.
  • Contact: Last Name.
  • Lead: Last Name and Company Name.

  For ‘Lookup Relationship’ type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…), create hidden field in the form and map it with ‘Lookup Relationship’ type field.

  • For Lead Owner, create hidden field in the form with value Lead Owner ID.
  • For Contact Owner, create hidden field in the form with value Contact Owner ID.
  • For Record Type, create hidden field in the form with value Record Type ID.
  • For Account, create hidden field in the form with value Account ID.
  • For Contact, create hidden field in the form with value Contact ID.
• Click on ‘Update’ button.