Brilliant Web-to-Lead for Salesforce

Yes, quite a few. Hooks & Filters Documentation I'm not seeing any errors, but the entry didn't get added to 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 you@yourdomain.com (your email address). Also check for debug logs at SalesForce to see if a validation rule is the culprit: Administration Setup | Monitoring | Debug Logs. I'm not receiving new submission emails 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 Leads 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 Cases Human Name API Name - - - - - - - - - - - - - - - - - - - - - - - - Contact Name ** name Email email Phone phone Subject subject Description description Company company Type * type Status * status Case Reason * reason Priority * priority Case Origin N/A (not settable via the WebToCase API) * = must use a value from the picklist defined in your install ** = note that this will be auto prefixed as 'sf_name" in form output and POST data Other Useful Fields Lead Source lead_source Email Opt Out emailOptOut Fax Opt Out faxOptOut

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