How to Create a Salesforce Form in WordPress [Step-by-Step!]

Discover how to create a Salesforce form in WordPress! This simple step-by-step guide shows how to integrate Salesforce forms with your WordPress site.

Approximate read time: 9 minutes

Creating a Salesforce form in WordPress seems like a difficult task.

The connection between Salesforce and WordPress isn't always seamless. Form data may not sync correctly, or the forms may not match your brand. It's frustrating for what seems like a simple task.

But it doesn't have to be.

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In fact, we'll show you the easiest way to simplify your Salesforce data flow and save you hours of work. By the end of this tutorial, you'll have a fully working WordPress Salesforce form you can use to add and update records.

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Let's dive in.

Is there a WordPress form integration with Salesforce?

Yes, there are ways you can integrate WordPress forms and Salesforce. And it's not only possible, but it's straightforward.

We recommend Formidable Forms, the most advanced WordPress form plugin, thanks to its WordPress Salesforce integration plugin. Not only does Formidable create any type of form (contact form, calculator, survey, etc.), but it can also easily sync that form submission data with Salesforce.

The main benefit of a Salesforce app integration is that it can save you a lot of time. Sales processing and customer tracking can all be automated.

Using Formidable, you can:

Map fields from your WordPress forms to Salesforce objects like Leads, Contacts, and Accounts
Send form entry data to any custom object in Salesforce
Set up the connection with only your Consumer Key and Secret in a few easy steps
Add conditional logic to keep forms relevant to users and clear of clutter for your team

All of these features help with everything from lead generation to event registrations to getting customer feedback.

And that means you save time on work and costs on a developer.

So, let's look at how it works.

How to create Salesforce WordPress forms

To get started with this tutorial, you'll need two things:

Get Formidable Forms

Once you have these two products, it's only a few simple steps to get your Salesforce WordPress forms working:

Install Formidable Forms and activate the Salesforce add-on
Create a Salesforce app
Connect to Salesforce
Create a WordPress Salesforce form
Publish the form

Please note that the Salesforce plugin requires the Web Services API feature in your Salesforce account.

Step 1: Install Formidable Forms and activate the Salesforce add-on

To get started, you must install and activate Formidable Forms first.

To do this, go to your WordPress dashboard, and go to the Plugins → Add New and search for the Formidable plugin. Click the Install button and then Activate when it appears.

You can also use the form below to enter your email and site URL to go to the install page.

Once the free online form builder is installed, go to Formidable → Global Settings page and click the Connect an Account button.

This image shows the General Settings page of Formidable Forms Lite, featuring a section titled "License Key." It mentions that no license is needed for the Lite version and encourages upgrading to Pro for more features. Buttons labeled "Connect an Account" and "Get Formidable Now" are prominently displayed.

This takes you to our website, where the setup wizard will handle the rest. If you haven't already logged in, do so now. Then click the Connect and Install Formidable Forms Pro button to download and install the package.

This image shows a screen prompting the user to "Connect with Formidable Forms." It explains that Formidable Forms Connect is needed to activate the Formidable Forms Pro plugin on a WordPress site for premium features. A large button labeled "Connect Formidable Forms Pro" is displayed, along with an option to "Cancel and Return." Icons for Formidable Forms and WordPress are shown with an arrow between them.

Once that's finished, your account will show your active license type.

If you have any issues, please check out our documentation for help.

This image displays the General Settings page for Formidable Forms, specifically the "License Key" section. It indicates that the user is using "Formidable Forms Elite" and includes links to "Disconnect this site" or "Check now for a recent upgrade or renewal." The tone is friendly with a smiley face emoji.

Next up is activating the Salesforce Add-on.

Go to Formidable → Add-Ons and find the WordPress Salesforce Integration. Click the toggle for Salesforce to activate it.

This image features a Salesforce integration option for WordPress forms, allowing users to add new contacts and leads directly into their Salesforce CRM. A toggle switch is shown in the upper-right corner for enabling or disabling the feature, and a "View Docs" link is provided for more information. An orange arrow highlights the toggle button.

Step 2: Create a Salesforce app

This step will be the "hardest" step of them all.

But don't worry; whether you're familiar with Salesforce's dashboard or not, we have you covered. We must get your Consumer Key and Consumer Secret for the integration.

First, create a Salesforce App. In Salesforce, go to Setup → Platform Tools → Apps → App Manager and choose New Connected App.

This image shows the Salesforce "Lightning Experience App Manager" setup page. It includes a sidebar menu under "Platform Tools" with options such as "App Manager" and "Connected Apps." The main section highlights a button labeled "New Connected App," circled in orange, and a list of apps with columns for "App Name," "Developer Name," and "Description."

Next, enter the Connected App Name, API Name, and Contact Email to complete the basic information.

The Connected App Name is a unique name visible to Salesforce users. API Name is automatically filled out based on the Connected App Name. And the Contact Email is the email of the user creating the app.

This image displays the "New Connected App" setup page within the Salesforce App Manager. Under "Basic Information," fields for "Connected App Name," "API Name," and "Contact Email" are filled in with "Formidable Salesforce" and a sample email address, formidable_salesforce@test.com. The page includes "Save" and "Cancel" buttons at the top, with a note indicating that fields marked with a red asterisk are required.

Next, you'll need to configure your app's permissions.

You can do this by choosing the Enable OAuth Settings checkbox under API (Enable OAuth Settings).

Then, insert this URL in the Callback URL box:

https://login.salesforce.com/services/oauth2/success

If you're using the Salesforce sandbox, you can use this instead:

https://test.salesforce.com/services/oauth2/success

So, your settings will look like this:

This image shows the "API (Enable OAuth Settings)" section of the Salesforce Connected App setup. The "Enable OAuth Settings" checkbox is selected, while "Enable for Device Flow" is not checked. A "Callback URL" field is populated with the URL https://login.salesforce.com/services/oauth2/success, marked with a red bar to indicate a required field.

Next, under the Selected OAuth Scopes section, enable the following permissions by selecting them and then clicking the Add button:

Full Access (full)
Perform requests at any time (refresh_token, offline_access)

This image displays the OAuth scope selection interface for a Salesforce Connected App. The left panel lists "Available OAuth Scopes," including options such as "Access Analytics REST API resources (wave_api)" and "Access Lightning applications (lightning)." The right panel, labeled "Selected OAuth Scopes," includes "Full access (full)" and "Perform requests at any time (refresh_token, offline_access)." Buttons for adding or removing scopes are positioned between the panels.

After you've added the permissions, uncheck the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows checkbox to allow Salesforce authentication.

This image shows a settings interface related to OAuth authorization flows in Salesforce. It includes three options:

"Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" with an unchecked checkbox, highlighted by an orange arrow.
"Require Secret for Web Server Flow" with a checked checkbox.
"Require Secret for Refresh Token Flow" with a checked checkbox.
Each option has an information icon for additional details.

For this part, the last thing you have to do is scroll to the bottom of the page and click Save. Give the app around 10 minutes for the changes to take effect before you click Continue to see your API information.

This image shows the final step of creating a "New Connected App" in Salesforce. A red warning message states, "Changes can take up to 10 minutes to take effect. Deleting a parent org also deletes all connected apps with OAuth settings enabled." Below the message, two buttons are displayed: "Continue" and "Cancel."

Step 3: Connect to Salesforce

Okay, the last step is to finish linking Salesforce and Formidable Forms.

Go to the page showing your API details, find the API (Enable OAuth Settings) section, and click Manage Consumer Details.

This image shows the details page for a Salesforce Connected App named "Formidable Forms." Key details include the version (1.0), API Name (Formidable_Forms), created and last modified dates, and the contact email (john@example.com). Buttons labeled "Edit," "Delete," and "Manage" are available at the top. Under the "API (Enable OAuth Settings)" section, there is a "Manage Consumer Details" button, highlighted by an orange arrow, and a list of selected OAuth scopes: "Full access (full)" and "Perform requests at any time (refresh_token, offline_access)."

Next, copy your Consumer Key and Consumer Secret Key by clicking the Copy button next to each key.

This image displays the "Consumer Details" section for the "Formidable Forms" Connected App in Salesforce. It includes the "Consumer Key" and "Consumer Secret" fields, each with an associated "Copy" button. The "Consumer Key" value is partially visible and highlighted with an orange arrow for emphasis, while the "Consumer Secret" value is blurred for security purposes. A link to return to "Manage Connected Apps" is located above the details.

Once you have these, head to your WordPress dashboard and go to Formidable → Global Settings → Salesforce. Paste your Consumer Key and Consumer Secret Key on this page.

Then, click the Update button to save the settings.

This image shows the "Settings" page for integrating Salesforce within a web application. The left sidebar displays various sections like "General Settings," "Message Defaults," and "Salesforce," which is highlighted. On the right, the Salesforce settings include fields for "Environment" (set to "Live"), "Consumer Key," and "Consumer Secret Key," with partially blurred values. A link is provided for instructions on obtaining these keys, and an "Update" button, highlighted with an orange arrow, is at the top-right.

When you enter these, the Authorize button and Auth code field will appear. Click the Authorize button to start the connection.

A popup will appear, asking you to log in using your Salesforce credentials. Enter these, then click the Allow button. When the popup appears, it shows the Remote Access Application Authorization message. Look for ?code= in the URL shown in the address bar.

This image displays a browser URL bar with a Salesforce OAuth2 success URL, containing a code parameter for authorization. The URL starts with https://login.salesforce.com/services/oauth2/success?code=, followed by a long encoded string. Below the URL, the text "Remote Access Application Authorization" is visible, indicating the successful authorization of a remote application.

Copy the string of characters after the = and close the popup.

Head back to Formidable → Global Settings → Salesforce and enter the code in the Auth code field. Make sure to change the %3D%3D at the end of the code to ==.

Once you make these changes, click the Update button to save the changes.

This image displays the Salesforce settings page within a web application. Key fields include:

Environment: Set to "Live."
Consumer Key: Partially visible with a link to instructions on obtaining it.
Consumer Secret Key: Also partially visible.
Auth Code: A partially visible authorization code, with a note instructing users to paste the code obtained from the authorization window.
An "Authorize" button is present next to the authorization fields, and an "Update" button, highlighted by an orange arrow, is located at the top-right corner of the page.

The hard work is over! Now, we have fun creating your Salesforce form in WordPress!

Step 4: Create a WordPress Salesforce form

To start building a form, go to Formidable → Forms and click the Add New button.

Next, you have three options to build a form:

Create a blank form and start from scratch
Use one of the pre-built WordPress form templates
Use the AI form builder

Whichever option you choose will take you to Formidable's drag and drop form builder where you can start customizing your form.

This image displays the "Build" interface of a "Contact Us" form in the Formidable plugin. The left sidebar lists available fields, such as Text, Checkboxes, Dropdown, Email, and others, which can be dragged into the main workspace. The main area prompts users with "Add Fields Here," guiding them to build the form. Tabs at the top include "Build," "Style," "Settings," "Entries," "Views," and "Embed," with a "Preview" dropdown and a blue "Save" button prominently displayed on the top right.

With the Elite plan, you can access all of Formidable's form fields and customize the form exactly as you need. And if you click on one of the fields, you can set up conditional logic in the Field Options on the left-hand side.

This image shows a conditional logic setup in Formidable Forms. The logic specifies that a field will be displayed if any conditions match. The condition used here checks if the question "Would you like to add your email address?" equals "Yes." Users can add or remove conditions using the buttons provided.

When you're ready, click the Save button to save your form and give it a name.

Next, you must link the form to Salesforce.

So, click the Settings button at the top of the form builder, go to the Actions & Notifications tab, and click the Salesforce icon.

This image shows the "Actions & Notifications" page in Formidable Forms. Users can add form actions such as "Confirmation," "Send Email," "Create Post," "Register User," "Collect a Payment," and "Salesforce." The Salesforce action is highlighted with an orange circle.

This will let you start mapping the form fields to Salesforce. Start by choosing the Salesforce Object you want to create, which can include contacts, leads, events, etc.

This image displays the initial "Add to Salesforce" action configuration. Fields include "Action Name," which is set to "Add to Salesforce," and "Object," where users can select a Salesforce object (currently not chosen). The interface includes an option to clear the cache and add conditional logic.

Once you do, it will automatically grab all the relevant fields and show them as dropdown options.

This makes it easy to match the proper fields and ensure no errors when sending data from Formidable Forms to Salesforce.

This image extends the Salesforce configuration, where the "Object" field is set to "Contact." Additional fields for mapping data include "Account ID," "Last Name" (required), "First Name," and "Salutation," with dropdowns for each field.

Last, click the Update button to save your progress and you're ready to publish the form.

One last thing: If you'd like to update and add new records when a user submits the form, you can map the Update existing record by option to a form field, such as an email field for email addresses.

This image highlights the "Update existing record by" field in the Salesforce integration settings. The dropdown allows users to specify a criterion for updating records in Salesforce, with an orange arrow pointing to the information icon for guidance.

For more information, check out our Salesforce documentation to see everything you can do with your Salesforce form in WordPress.

Step 5: Publish the form

Formidable Forms has two ways to display its forms:

For this example, I'll show you how to do it using a WordPress block. First, go to the post/page where you want to show the WordPress Salesforce form.

Next, add a WordPress block and find the Formidable block. Then, choose your form from the dropdown and show a preview in the block.

Last, update your post or page, and the form will be live. And that's it! You've created your first Salesforce form in WordPress.

Now it's time to create more! 😉

Start collecting Salesforce leads now!

We hope this guide was helpful in creating a Salesforce form in WordPress. Integrations like these don't need to be difficult, and we hope this guide was the best example of that.

It's frustrating when things can't just be simple. And we understand that.

So, if you haven't already, grab Formidable Forms Elite and get started using the button below!

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How to Create a Salesforce Form in WordPress [Step-by-Step!]

Is there a WordPress form integration with Salesforce?

How to create Salesforce WordPress forms