Salesforce CRM Integration

Salesforce CRM Integration

The Salesforce CRM lets users synchronize attendee details that attendees provide during the event registration process.

Installing the Plugin                                                                          

The installation process is the same for all WP Event Manager add-ons. You can install them automatically or manually.

  1. Automatic Installation: You can install the plugin from the backend of your WordPress. Click here to see how you install the plugin automatically.

  2. Manual Installation: You can also install the plugin manually using SFTP or FTP tools. Click here to see how you can install the plugin manually.

Obtaining Salesforce CRM API Keys                                              

The steps in this section describe how to generate a Consumer Key (Client ID) and Consumer Secret (Client Secret) for creating Salesforce connections.

Here are the steps to follow:

  1. Go to your Salesforce site and log in.

  1. Click on the settings icon and select Open Advanced Setup.

  1. On the left menu bar, go to Home >> Apps >> App Manager.

  1. Click on New External Client App.

  1. Fill in all the required fields in the Basic Information section, including External Client App Name, API Name, Contact Email, and Distribution State. Click on Create.

  1. Open the app’s OAuth Settings and select Enable OAuth.

  2. In your WordPress admin panel, go to Event Manager >> Salesforce CRM and copy the Authenticate Callback URL displayed in the plugin settings.

  3. Paste that URL into the Salesforce app’s Callback URL field. The URL must match the callback URL used by the plugin exactly. Use the URL for your own WordPress site rather than the localhost URL shown in the example screenshot.

  4. Select the OAuth scopes needed for the integration:

    • Manage user data via APIs (api) for API access.

    • Perform requests at any time (refresh_token, offline_access) if the integration uses refresh tokens to maintain access.

  1. Click on Save.

Integrating API Keys with WordPress in the Admin Panel     

To integrate the API keys with WordPress in the admin panel, follow these steps:

  1. Go to Admin >> Event Manager >> Salesforce CRM.

  1. In Salesforce Setup, go to External Client App Manager, open your app, and go to OAuth Settings >> Consumer Key and Secret. If prompted, enter the verification code sent to your email and click on Verify.

  1. Copy the Consumer Key (Client ID) and Consumer Secret (Client Secret) from the Salesforce CRM account and paste them into the corresponding fields in the WordPress dashboard.

  1. Click on Save Settings.

Salesforce CRM Settings in the Admin Panel                          

After the keys are connected, certain settings need to be performed to enable the functioning of Salesforce CRM.

After the keys are integrated, the user needs to perform certain additional settings.

Select Module  

Select a Salesforce CRM module you want to integrate with the current form, be it leads or contacts. The CRM syncs any entry as either Contact or Lead.

Select Create Module Record or Create/Update Module Record  

  • Create Module Record: On form submission, it will add a record.

  • Create/Update Module Record: If the email address used in the submitted form matches the existing record, it will update the record. If the email address used in the submitted form does not match the existing record, it will add the record.

Select Salesforce CRM Sync Type  

There are mainly two types of Salesforce CRM sync types: Auto and Manual.

Auto  

When you select the Auto sync type, the data gets synced automatically.

When you select the Auto sync type, you get 2 further options:

  1. When New Created: As soon as a new user completes registration, the data gets automatically synced to the Salesforce CRM list.

  1. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run: 5 Min, Daily, Weekly, Monthly, or Yearly.

Manual  

When you select the Manual sync type, the data gets synced only after the admin manually syncs it.

Note: Only after the admin ticks the checkbox for the Enable registration sync with Salesforce CRM option does the data get synced.

Field Mapping with Salesforce CRM  

Registration Fields  

The left-hand fields show you all the fields you generate from the registration form fields: WP Admin >> Event Registrations >> Registration Forms >> Form Fields.

The right-hand side fields are related to the Salesforce CRM form.

Please add the right attributes that you want to sync from Registration form fields to Salesforce CRM form fields.

Guest List  

The left-hand fields show you all the fields you generate from the Guest List form fields. The right-hand side fields are related to the Salesforce CRM form.

Please associate correct attributes that you want to sync from Guest List form fields to Salesforce CRM form fields.

How to Manually Sync the Data at the Admin Panel                  

In order to manually sync the data, the user has to select the Manual option in the sync type while setting up the Salesforce CRM plugin.

Manually Sync Registration Data  

Here are the steps you need to take to manually sync the registration data:

  1. Go to WP Admin >> Event Registrations >> All Registrations.

  2. Select the events and check the audience to be synced (the registrations received for the event).

  3. Click on Bulk Action.

  4. Click on Sync with Salesforce CRM.

  5. Check your Salesforce CRM account.

  6. All the data will be synced.

Also, the status of the synced user can be seen in the Salesforce CRM column, as subscribed, just before the user status on the same dashboard.

Manually Sync Guest List Data  

  1. Go to WP Admin >> Guests >> All Guests.

  2. Select the events and checkmark the audience to be synced.

  3. Click on Bulk Action.

  4. Click on Sync with Salesforce CRM.

  5. Check the Salesforce CRM account.

  6. All the data will be synced.

Integrating API Keys at the Frontend for Organizers                     

The organizers can sync their users’ data from the frontend in their Salesforce CRM account.

  1. Go to Event Dashboard >> Salesforce CRM >> Settings.

  1. Copy the Consumer Key (Client ID) and Consumer Secret (Client Secret) from the Salesforce CRM account and paste them into the corresponding fields.

  2. Click on Save Settings.

Salesforce CRM Settings at the Frontend                                  

After the keys are connected, certain settings have to be done in terms of how the data should be synced.

Select Module  

Select a Salesforce CRM module you want to integrate with the current form, be it leads or contacts. The CRM syncs any entry as either a Contact or Lead.

Select Create Module Record or Create/Update Module Record  

  • Create Module Record: On form submission, it will add a record.

  • Create/Update Module Record: If the form-submitted email address matches the existing record, it will update the record. If the form-submitted email address does not match the existing record, it will add a record.

Select Salesforce CRM Sync Type  

Auto  

When you select the Auto sync type, the data gets synced automatically. When you select Auto sync type, you get 2 further options:

  1. When New Created: As soon as a new user is registered, it is automatically synced to the Salesforce CRM list.

  1. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run: 5 Min, Daily, Weekly, Monthly, or Yearly.

Manual  

When you select the Manual sync type, the data gets synced only after the organizer manually syncs the data.

Note: Only after the organizer ticks the checkbox for Enable registration sync with Salesforce CRM does the data get synced.

Field Mapping with Salesforce CRM  

Registration Fields  

The left-hand fields show you all the fields you generate from the registration form fields: WP Admin >> Event Registrations >> Registration Forms >> Form Fields.

The right-hand side fields are associated fields in the Salesforce CRM form.

Please associate the correct attributes that you want to sync from Registration form fields to Salesforce CRM form fields.

Guest List  

The left-hand fields show you all the fields you generate from the Guest List form fields. The right-hand side fields are associated fields in the Salesforce CRM form.

Please associate the correct attributes that you want to sync from Guest List form fields to Salesforce CRM form fields.

How to Manually Sync the Data at the Frontend                            

In order to manually sync the data, an organizer has to select the Manual option in the sync type when setting up the Salesforce CRM plugin in the event dashboard.

Manually Sync Registration Data  

  1. Go to Event Dashboard >> Salesforce CRM >> Sync Registrations.

  2. Select the event, and click on Filter.

  1. Tick the attendees to be synced.

  2. Click on Sync.

  1. Check the Salesforce CRM account.

  2. The selected registration data will be synced.

The status of the synced user can be seen in the Salesforce CRM column, as subscribed.

Manually Sync Guest Data  

  1. Go to Event Dashboard >> Salesforce CRM >> Sync Guests.

  2. Select the event, and click on Filter.

  1. Tick the guests to be synced.

  2. Click on Sync.

  1. Check the Salesforce CRM account.

  2. The selected guest data will be synced, either in leads or contacts, depending on the selected module.