WordPress-to-lead for Salesforce CRM and Setting up Web to Lead

If you are using WordPress-to-lead for Salesforce CRM plug-in to connect WordPress and Salesforce, you will also have to set up “Web-to-Lead” in Salesforce in order for it to accept data into the Salesforce Database.

To set up Web-to-Lead:

1. Click Your Name | Setup | Customize | Leads | Web-to-Lead.
2. Click Edit to enable or modify the following Web-to-Lead settings:
3. Follow instructions on screenshot below…

To install WordPress-to-Lead on your site or blog to collect and manage contact information in Salesforce CRM. Follow the instructions below.

1. Download the WordPress-to-Lead Plugin at http://www.salesforce.com/wordpress/wordpresstolead
2. Upload the plugin folder to the ‘/wp-content/plugins/’ directory using an FTP client
3. Login to the WordPress admin dashboard and activate the plugin
4. Update your WordPress-to-Lead settings by entering your Salesforce CRM organization ID.
1. Log on to Salesforce CRM at https://login.salesforce.com/
2. Click Setup
3. Click Company Profile and Company Information
4. Copy the 15-digit number
5. Paste it into the salesforce.com ID field
5. Scroll down to the bottom of the WordPress-to-Lead settings page and configure your Form fields.
6. Use the (Salesforce CRM) code snippet to post your forms on any WordPress page.