Connect WordPress to Salesforce Without Losing Website Enquiries

Part 1: Create Salesforce External Client App

Go to https://developer.salesforce.com/, and click Salesforce Login

Log in with Salesforce credentials

Click the gear icon in the top right, and click Setup from the menu

Type “external client app manager” in the menu search on the left side of the page. Click the “External Client App Manager Menu”

Create a new External Client App

Enter the following mandatory details. You can add other details optionally.

1. External Client App Name
2. API Name
3. Contact Email
4. Distribution State: Select Packaged

Part 2: Configure OAuth Settings and Scopes

Scroll down the page and enter OAuth Settings:

1. Callback Url. You can copy this URL from the ContactIn Pro: CRM Integration Page -> Salesforce Tab -> Salesforce OAuth Configuration -> Callback URL (Redirect URI)
   It appears like this: https://yourwebsite.com/wp-admin/admin-ajax.php
2. Select OAuth Scopes:
   • Manage user data via APIs (api)
   • Perform requests at any time (refresh_token_offline_access)

For full details on Salesforce OAuth scopes, see the OAuth Authorization Flows.

Part 3: Configure Flow Enablement and Security

Scroll up the page to set up Flow Enablement and Security. Make sure, following are checked:

1. Under the Flow Enablement, enable Token Exchange Flow
   • Require secret for Exchange Flow
2. Under Security, enable Require secret for Web Server Flow, Require secret for Refresh Token Flow, Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows, Enable Refresh Token Rotation
3. Save settings

Part 4: Set OAuth Policies

Scroll up the page, click Policies tab, click edit button on right side, and expand “OAuth Policies”. Make sure:

1. Enable TokenExchange Flow (Checked)
2. Refresh token is valid until revoked
3. Save the settings

Part 5: Enable App and Retrieve Consumer Key/Secret

Scroll up the page and Enable the App

Go to Settings tab and expand OAuthSettings. Make sure the app status is enabled. Click “Consumer Key and Secret” button.

The following page will appear, and you will receive a verification code by your registered email. Enter the verification code and verify.

You will see the consumer secret and keys appearing like this:

Now your External Client on Salesforce is up and running. This is a time to grab the consumer key and consumer secret. Do not close this page.

Part 6: Connect Salesforce in ContactIn Pro

Go to ContactIn Pro -> CRM Integration -> Salesforce Tab -> Salesforce OAuth Configuration

Copy the Consumer Key and Consumer Secret from the Salesforce and paste here. Click “Connect to Salesforce” button. The ContactIn Pro will perform a headless integration with the Salesforce Instance through API endpoint.

It will take a while. Once salesforce is successfully connected. You will see Instance and Endpoint details.

Your WordPress Salesforce integration is now authenticated and ready for field mapping.

Part 7: Configure Name and Field Mapping

Under the Name Field Configuration, you can Select Regional Name format. Under the Contact Fields (Person Information), you can change field mappings with the Salesforce. This should be done by a trained Salesforce integrator.

Do not change anything that you do not understand as all the default settings are carefully used to let you start Salesforce sync using headless configuration.

Part 8: Configure Optional Sync Behaviors

You can change the following configurations:

1. Enable “Upload form attachments to Salesforce.” When enabled, files uploaded with submissions are queued and attached to the Salesforce Case/Task record.
2. Enable “Delete CRM records when contacts are deleted.” When enabled, GDPR deletions will also delete related Salesforce records (Contact and restricted child records).
3. Enable “Prepend intent category to Case/Task subject.” Useful when you don’t have custom intent fields and want to see classification in the subject line. Example: “Looking to buy a private jet” becomes “Sales: Looking to buy a private jet”

Part 9: Enable Salesforce Sync

Save Integration Settings. Scroll up the page and enable “Salesforce Sync.”

Once enabled, you will see the status changed

WordPress Salesforce integration is now active on your site.

Part 10: Validate in Salesforce Login Context

Go to the Salesforce Login Portal

Log in with Salesforce credentials

Test It

Part 1: Submit a Test Inquiry

Go to a page that embedded the ContactinPro using shortcode, Gutenberg or Elementor block. And fill an inquiry.

Part 2: Verify Sync in WordPress

Go to ContactIn Pro -> Inbox. Check if the message is synced with the Salesforce. This may take a short while as the sync runs through managed queue.

Part 3: Verify Record in Salesforce

Log back into your Salesforce Dashboard.

On the main search, type “cases” A drop-down will appear, click “my cases”

You can see the Contact Form inquiry registered as a case in the Salesforce

Click on the Case to see details

Part 4: Verify Contact Update Behavior

You can also check contacts details. In this case, contact (Mr Example User) did exist in the Salesforce, so a new phone number (+1526589854785) entered in the form is added to the contact. Otherwise a fresh contact was added, and then a new case under that contact.

Congratulations! Your WordPress Salesforce integration is now live and syncing real submissions to Salesforce through ContactIn Pro’s managed queue.

Your WordPress Salesforce integration is confirmed working end-to-end.