Title: WordForce Lead Author: roushanbugendai234 Published: 2021 年 8 月 4 日 Last modified: 2023 年 5 月 8 日 --- 搜尋外掛 ![](https://ps.w.org/wordforce-lead/assets/banner-772x250.png?rev=2578366) 這個外掛**並未在最新的 3 個 WordPress 主要版本上進行測試**。開發者可能不再對這個 外掛進行維護或提供技術支援，並可能會與更新版本的 WordPress 產生使用上的相容性問題。 ![](https://ps.w.org/wordforce-lead/assets/icon-256x256.png?rev=2578380) # WordForce Lead 由 [roushanbugendai234](https://profiles.wordpress.org/roushanbugendai234/) 開發 [下載](https://downloads.wordpress.org/plugin/wordforce-lead.2.1.0.zip) * [詳細資料](https://tw.wordpress.org/plugins/wordforce-lead/#description) * [使用者評論](https://tw.wordpress.org/plugins/wordforce-lead/#reviews) * [安裝方式](https://tw.wordpress.org/plugins/wordforce-lead/#installation) * [開發資訊](https://tw.wordpress.org/plugins/wordforce-lead/#developers) [技術支援](https://wordpress.org/support/plugin/wordforce-lead/) ## 外掛說明 WordForce Lead Plugin is integration between WordPress and Salesforce CRM with Real Time Synchronization functionality. WordForce Lead Plugin sends the form submissions from wordpress website to salesforce contact object wherein form is implemented in the plugin itself. Users can add contact form using shortcode as [WF_LEAD] and After submission of form lead directly goes to the Salesforce contact object . No more copy pasting of leads, Also Users can get rid of missing leads. ### Features You can configure all the different settings for the form, and then use a shortcode to insert the form into your posts or pages. Real Time Synchronization functionality is available , users can just click on the “Click to Sync” button for the lead which is not submitted to salesforce org but appears in wordpress submission data. ### How to Set Up * Go to “Credential Settings” Submenu and then enter the salesforce org details. * Insert the Shortcode as [WF_LEAD] to the page or post where form needs to be implemented * Send the lead entry by filling up the form * Go to “Salesforce Org” Contact object and verify if entry was sent to Salesforce. **Setup in Salesforce Org Login to your Salesforce account or you can create a new account. Create a custom field with name ‘Address’ from object manager in contact object as text type. Switch to the classic mode of the org-> Setup from the right side top bar. Create a connected app from left sidebar: Build-> Create -> Apps Enable API (Enable OAuth Settings) Add OAuth Scopes “Access and manage your data (api)” Click on Save Security Token: Click on the down arrow appearing besides your profile name in top bar-> Click on “My settings”-> From left sidebar under Personal tab Click on “Reset My Security Token”/ Or search Token in Quick find box from left sidebar. You will receive a security token on your email (we will need this token further for pursuing the connection ) ** WordForce Lead Submenus General Setting Form customization like Changing button color, Label , placeholder, width, font-size, can be pursued from General Setting. Credential Settings Enter the mandatory details required for connecting to salesforce org Consumer Key, Consumer Secret will be available in connected app created in org Enter Salesforce Org’s username and password and security token associated with your salesforce org. Enter Login Base URL as “http://login.salesforce.com” View Submitted Data Lead submission entries would be available here If any of the submission fails to send the data, we can manually send that entry to Salesforce Org’s Contact by clicking on “Click to Sync” button ## 螢幕擷圖 [[ [[ [[ [[ [[ [[ [[ [[ [[ [[ [[ ## 安裝方式 Upload the plugin folder to the /wp-content/plugins/ directory or install via the Add New Plugin menu Activate the plugin through the ‘Plugins’ menu in WordPress Configure the plugin setting using WordForce Lead Menu. ## 使用者評論 ![](https://secure.gravatar.com/avatar/25425f2feff1f778f48e2599e272b12928b56e048ccf662bf23c2e580da24a6a? s=60&d=retro&r=g) ### 󠀁[Best Plugin](https://wordpress.org/support/topic/best-plugin-1108/)󠁿 [charmyg7](https://profiles.wordpress.org/charmyg7/) 2021 年 9 月 30 日 Amazing Plugin to use for your projects. ![](https://secure.gravatar.com/avatar/6ee6f66e6d4abc3050aacf5b1d8c8596a233c37d265a91ac1f9218aa38f4f511? s=60&d=retro&r=g) ### 󠀁[Awesome Plugin!!](https://wordpress.org/support/topic/awesome-plugin-6170/)󠁿 [ashwini97](https://profiles.wordpress.org/ashwini97/) 2021 年 9 月 30 日 Very useful plugin. it is easy to connect a salesforce account to WordPress.Such an amazing plugin. This plugin is very easy to set up and Very easy to Use. ![](https://secure.gravatar.com/avatar/8371febe63d5ef88f26470aed0b1061599f9333391e2abd190bf94a8fa9048bb? s=60&d=retro&r=g) ### 󠀁[Helpful and support plugin](https://wordpress.org/support/topic/helpful-and-support-plugin/)󠁿 [Yash Kumar](https://profiles.wordpress.org/yashkumar4443/) 2021 年 9 月 28 日 Best plugin to connect salesforce account within WordPress, also prompt and helpful support. All one would ever need! ![](https://secure.gravatar.com/avatar/fff3702eda1d336cee6271cbc28660a56389da277871a11e698dd7215605d435? s=60&d=retro&r=g) ### 󠀁[Simple and Effective Plugin](https://wordpress.org/support/topic/simple-and-effective-plugin-19/)󠁿 [anshulkanaujia](https://profiles.wordpress.org/anshulkanaujia/) 2021 年 9 月 24 日 Such an amazing plugin that is capable of synchronizing our real-time CSM data to CRM. This plugin is very easy to set up. Really glad to use this plugin. ![](https://secure.gravatar.com/avatar/039e7b0174de12355e23d20461c598b5e23ca4010b90a285ce2a3b69b5f1704e? s=60&d=retro&r=g) ### 󠀁[Excellent Plugin- Highly Recommended](https://wordpress.org/support/topic/excellent-plugin-highly-recommended-21/)󠁿 [magarpayal](https://profiles.wordpress.org/magarpayal/) 2021 年 9 月 22 日 Great Solution for real time synchronization between CMS and CRM(ERP System). I was looking for plugins which will allow us to send form submission entries to salesforce contact object, this plugin the does the best job. Easy to configure, Data is organized, neat and clean. This has reduced the workload around salesforce org for leads. Great Support. Thank You! ![](https://secure.gravatar.com/avatar/e5f54af0a9f2f9d6418cc9d2923bbab07462bc133a2359f9661c666c18bbcca4? s=60&d=retro&r=g) ### 󠀁[Very Useful and easy to use](https://wordpress.org/support/topic/very-useful-and-easy-to-use-77/)󠁿 [apoorvgusain](https://profiles.wordpress.org/apoorvgusain/) 2021 年 9 月 22 日 very useful plugin easy to connect salesforce account to WordPress. [ 閱讀全部 9 則使用者評論 ](https://wordpress.org/support/plugin/wordforce-lead/reviews/) ## 參與者及開發者 以下人員參與了開源軟體〈WordForce Lead〉的開發相關工作。 參與者 * [ roushanbugendai234 ](https://profiles.wordpress.org/roushanbugendai234/) [將〈WordForce Lead〉外掛本地化為台灣繁體中文版](https://translate.wordpress.org/projects/wp-plugins/wordforce-lead) ### 對開發相關資訊感興趣？ 任何人均可[瀏覽程式碼](https://plugins.trac.wordpress.org/browser/wordforce-lead/)、 查看 [SVN 存放庫](https://plugins.svn.wordpress.org/wordforce-lead/)，或透過 [RSS](https://plugins.trac.wordpress.org/log/wordforce-lead/?limit=100&mode=stop_on_copy&format=rss) 訂閱[開發記錄](https://plugins.trac.wordpress.org/log/wordforce-lead/)。 ## 中繼資料 * 版本 **2.1.0** * 最後更新 **3 年前** * 啟用安裝數 **10+** * WordPress 版本需求 ** 4.7 或更新版本 ** * 已測試相容的 WordPress 版本 **6.2.9** * PHP 版本需求 ** 7.4.3 或更新版本 ** * 語言 * [English (US)](https://wordpress.org/plugins/wordforce-lead/) * 標籤: * [salesforce](https://tw.wordpress.org/plugins/tags/salesforce/)[wordpress salesforce](https://tw.wordpress.org/plugins/tags/wordpress-salesforce/) * [進階檢視](https://tw.wordpress.org/plugins/wordforce-lead/advanced/) ## 評分 5 星，滿分為 5 星 * [ 9 個 5 星使用者評論 ](https://wordpress.org/support/plugin/wordforce-lead/reviews/?filter=5) * [ 0 個 4 星使用者評論 ](https://wordpress.org/support/plugin/wordforce-lead/reviews/?filter=4) * [ 0 個 3 星使用者評論 ](https://wordpress.org/support/plugin/wordforce-lead/reviews/?filter=3) * [ 0 個 2 星使用者評論 ](https://wordpress.org/support/plugin/wordforce-lead/reviews/?filter=2) * [ 0 個 1 星使用者評論 ](https://wordpress.org/support/plugin/wordforce-lead/reviews/?filter=1) [Your review](https://wordpress.org/support/plugin/wordforce-lead/reviews/#new-post) [查看全部使用者評論](https://wordpress.org/support/plugin/wordforce-lead/reviews/) ## 參與者 * [ roushanbugendai234 ](https://profiles.wordpress.org/roushanbugendai234/) ## 技術支援 使用者可在技術支援論壇提出意見反應或使用問題。 [檢視技術支援論壇](https://wordpress.org/support/plugin/wordforce-lead/)