{"id":784143,"date":"2023-11-11T23:37:33","date_gmt":"2023-11-12T05:37:33","guid":{"rendered":"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/"},"modified":"2023-11-11T23:37:33","modified_gmt":"2023-11-12T05:37:33","slug":"sa-har-ansluter-du-salesforce-till-dina-wordpress-formular","status":"publish","type":"post","link":"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/","title":{"rendered":"S\u00e5 h\u00e4r ansluter du Salesforce till dina WordPress-formul\u00e4r"},"content":{"rendered":"<p>Vill du ansluta Salesforce till dina WordPress-formul\u00e4r?  Om ja, du \u00e4r p\u00e5 r\u00e4tt plats.<\/p>\n<p>Genom att skapa en WordPress Salesforce-integration kan f\u00f6retag enkelt skapa nya leads, sp\u00e5ra kundresan, lagra k\u00e4nslig kunddata och mer.<\/p>\n<p>S\u00e5 i det h\u00e4r inl\u00e4gget kommer vi att t\u00e4cka exakt hur du ansluter Salesforce till dina WordPress-formul\u00e4r.  Men f\u00f6rst, l\u00e5t oss f\u00f6rtydliga varf\u00f6r du skulle vilja g\u00f6ra det i f\u00f6rsta hand.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Varfor_integrera_Salesforce_med_WordPress\"><\/span>Varf\u00f6r integrera Salesforce med WordPress?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Det finns flera anledningar till att skapa en WordPress Salesforce-integration \u00e4r bra f\u00f6r ditt f\u00f6retag.<\/p>\n<p>Till att b\u00f6rja med \u00e4r Salesforce det ledande verktyget f\u00f6r kundrelationshantering (CRM) p\u00e5 marknaden.  Salesforce hanterar ditt f\u00f6retags relationer och interaktioner med potentiella kunder, inklusive att lagra och organisera anv\u00e4ndarinformation, utveckla kundrelationer och erbjuda personlig support. <\/p>\n<p>Dessutom \u00e4r WordPress det ledande inneh\u00e5llshanteringssystemet (CMS) f\u00f6r webbplats\u00e4gare.  WordPress g\u00f6r det enkelt att skapa bloggar, onlinebutiker, publiceringssidor och mer.  Det \u00e4r l\u00e4tt att anv\u00e4nda, lyh\u00f6rt och kostar inte mycket att komma ig\u00e5ng.<\/p>\n<p>N\u00e4r du kombinerar de tv\u00e5 verktygen skapar de ett kraftfullt s\u00e4tt f\u00f6r marknadsf\u00f6rare och f\u00f6retags\u00e4gare att uppn\u00e5 sina marknadsf\u00f6ringsm\u00e5l utan att orsaka st\u00f6rre huvudv\u00e4rk.  Du beh\u00f6ver ingen fancy kod och uppr\u00f6rande teknisk kunskap f\u00f6r att skapa en webbplats som \u00e4r l\u00e4tt att k\u00f6ra och genererar resultat.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Hur_man_skapar_en_WordPress_Salesforce-integration\"><\/span>Hur man skapar en WordPress Salesforce-integration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>I det h\u00e4r inl\u00e4gget kommer vi att anv\u00e4nda Salesforce och WPForms Salesforce-plugin f\u00f6r att ansluta de tv\u00e5 apparna.  Denna plugin g\u00f6r det enkelt att ansluta dina formul\u00e4r till Salesforce f\u00f6r att skapa alla typer av objekt utan att skriva en enda rad kod. <\/p>\n<p>\u00c4ven om det kan verka skr\u00e4mmande, \u00e4r hela processen faktiskt v\u00e4ldigt enkel.  D\u00e5 s\u00e4tter vi ig\u00e5ng!<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Steg_1_Kontrollera_din_Salesforce-plan\"><\/span>Steg 1: Kontrollera din Salesforce-plan<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Innan du b\u00f6rjar, se till att ditt Salesforce-konto har korrekt \u00e5tkomst till API:t s\u00e5 att du inte beh\u00f6ver ta itu med n\u00e5gra relaterade problem senare.  Det kan du g\u00f6ra genom att kontrollera vilken utg\u00e5va du har.<\/p>\n<p>Med Salesforce kan du v\u00e4lja mellan f\u00f6ljande planer:<\/p>\n<ul>\n<li>Essentials<\/li>\n<li>Professionell<\/li>\n<li>F\u00f6retag<\/li>\n<li>Obegr\u00e4nsat<\/li>\n<\/ul>\n<p>S\u00e5 l\u00e4nge du anv\u00e4nder n\u00e5gon av dessa planer \u00e4r du bra att g\u00e5.  Men om det inte \u00e4r det m\u00e5ste du \u00e4ndra innan integrationen kan p\u00e5b\u00f6rjas.<\/p>\n<p>Logga in p\u00e5 Salesforce f\u00f6r att verifiera din plan.  Du kan se utg\u00e5van p\u00e5 webbl\u00e4sarfliken:<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" alt=\"\" width=\"740\" height=\"254\" class=\"alignnone size-full wp-image-249845\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Om det inte visas b\u00f6r du prova en annan metod.<\/p>\n<p>Anv\u00e4nd Lightning Experience-l\u00e4get, klicka p\u00e5 din profilikon och v\u00e4lj <strong>Byt till Salesforce Classic<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"430\" class=\"alignnone size-full wp-image-249846\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690088_667_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Klicka sedan <strong>Milj\u00f6<\/strong> i den \u00f6versta navigeringsmenyn:<\/p>\n<p>Klicka p\u00e5 <strong>F\u00f6retagsfil<\/strong> \u00bb <strong>F\u00f6retagsinformation<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"327\" class=\"alignnone size-full wp-image-249848\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690088_348_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Du kommer d\u00e5 att se din redigeringstyp bredvid <strong>Organisationsupplaga<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"356\" class=\"alignnone size-full wp-image-249849\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690088_327_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Nu n\u00e4r du anv\u00e4nder en utg\u00e5va med API-\u00e5tkomst \u00e4r det dags att g\u00e5 vidare och starta integrationen.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Steg_2_Installera_och_aktivera_WPForms\"><\/span>Steg 2: Installera och aktivera WPForms<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Du beh\u00f6ver en kraftfull formbyggare f\u00f6r att integrera med Salesforce, det \u00e4r d\u00e4rf\u00f6r vi anv\u00e4nder WPForms. <\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"420\" class=\"alignnone size-full wp-image-249698\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633479187_413_%C2%BFEs-la-mejor-forma-de-conversacion.jpg\"><\/p>\n<p>WPForms \u00e4r den ledande kontaktformul\u00e4rplugin f\u00f6r WordPress.  Den \u00e4r fullsp\u00e4ckad med kraftfulla funktioner inklusive formul\u00e4rmallar, biljetthantering, betalningsintegrationer och mycket mer.  Det b\u00e4sta \u00e4r att det \u00e4r nyb\u00f6rjarv\u00e4nligt, s\u00e5 \u00e4ven de som \u00e4r nya inom WordPress eller programmering beh\u00f6ver inte oroa sig f\u00f6r att skapa en vacker webbplats.<\/p>\n<p>Du m\u00e5ste ladda ner, installera och aktivera WPForms innan du g\u00e5r vidare.<\/p>\n<p>Om du beh\u00f6ver hj\u00e4lp med installationen, kolla in v\u00e5r guide om hur du installerar ett WordPress-plugin.<\/p>\n<p>Nu \u00e4r det dags att ladda ner Salesforce-plugin f\u00f6r WPForms.  Fr\u00e5n din WordPress-instrumentpanel klickar du <strong>WPForms<\/strong> \u00bb <strong>Tillbeh\u00f6r<\/strong> i v\u00e4nster sidof\u00e4lt:<\/p>\n<p>Installera sedan Salesforce-plugin genom att klicka <strong>Installera plugin<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"422\" class=\"alignnone size-full wp-image-249851\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690088_176_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Nu n\u00e4r installationen \u00e4r klar, l\u00e5t oss dyka in i Salesforce-integrationen med WPForms.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Steg_3_Konfigurera_din_Salesforce_WordPress-integration\"><\/span>Steg 3: Konfigurera din Salesforce WordPress-integration <span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>F\u00f6r det h\u00e4r steget m\u00e5ste du konfigurera en Salesforce-app f\u00f6r att g\u00f6ra det enkelt f\u00f6r WPForms att ansluta till din webbplats.<\/p>\n<p>G\u00e5 till ditt Salesforce-konto och se till att du \u00e4r i Salesforce Classic-l\u00e4ge om du inte redan \u00e4r:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"430\" class=\"alignnone size-full wp-image-249846\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690088_667_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Klicka sedan <strong>Milj\u00f6<\/strong> i den \u00f6versta navigeringsmenyn:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"316\" class=\"alignnone size-full wp-image-249847\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690088_553_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Rulla ned och hitta menyalternativet Bygg i det v\u00e4nstra sidof\u00e4ltet.  Klick <strong>Skapa<\/strong> \u00bb <strong>Ans\u00f6kningar<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"358\" class=\"alignnone size-full wp-image-249852\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690088_716_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Rulla ner till d\u00e4r det st\u00e5r Anslutna appar och klicka <strong>Ny<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"141\" class=\"alignnone size-full wp-image-249853\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690088_794_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Du kommer att tas till en ny sk\u00e4rm d\u00e4r du m\u00e5ste fylla i lite information.<\/p>\n<p>D\u00e4r det st\u00e5r Connected App Name v\u00e4ljer du ett namn f\u00f6r din app som \u00e4r l\u00e4tt att identifiera.<\/p>\n<p>Ange din e-postadress i f\u00e4ltet Kontakt E-post:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"310\" class=\"alignnone size-full wp-image-249854\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690088_953_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Steg_4_%E2%80%93_Auktorisera_Salesforce-appbehorigheter\"><\/span>Steg 4 \u2013 Auktorisera Salesforce-appbeh\u00f6righeter<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Nu \u00e4r det dags att autentisera applikationen du just skapade.<\/p>\n<p>Rulla ner till API-sektionen och klicka p\u00e5 <strong>Aktivera OAuth-inst\u00e4llningar<\/strong> l\u00e5da:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"160\" class=\"alignnone size-full wp-image-249855\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690089_916_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>F\u00f6r att g\u00e5 vidare beh\u00f6ver du WPForms callback URL s\u00e5 att du kan klistra in den i Salesforce.<\/p>\n<p>G\u00e5 tillbaka till din WordPress-instrumentpanel p\u00e5 en separat flik och klicka <strong>WPForms<\/strong> \u00bb <strong>inst\u00e4llningar<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"354\" class=\"alignnone size-full wp-image-249856\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690089_151_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Klicka h\u00f6gst upp <strong>Integrationer<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"195\" class=\"alignnone size-full wp-image-249857\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690089_375_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Hitta Salesforce-ikonen och klicka p\u00e5 den lilla pilen till v\u00e4nster om logotypen f\u00f6r att \u00f6ppna den.  Klick <strong>L\u00e4gg till nytt konto<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"248\" class=\"alignnone size-full wp-image-249858\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690089_805_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Du har nu en \u00e5teruppringnings-URL som du kan kopiera till ditt urklipp.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"470\" class=\"alignnone size-full wp-image-249859\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690089_912_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>\u00c5terg\u00e5 till Salesforce-fliken.  Ta \u00e5teruppringningsadressen du just kopierade och klistra in den i rutan f\u00f6r OAuth-inst\u00e4llningar:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"209\" class=\"alignnone size-full wp-image-249860\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690089_357_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Du kommer nu att rulla ned till Selected OAuth Scopes och hitta f\u00f6ljande 2 objekt:<\/p>\n<ul>\n<li>F\u00e5 \u00e5tkomst till och hantera dina data (api)<\/li>\n<li>G\u00f6r f\u00f6rfr\u00e5gningar \u00e5 dina v\u00e4gnar n\u00e4r som helst (refresh_token, offline_access)<\/li>\n<\/ul>\n<p>L\u00e4gg till dessa tv\u00e5 beh\u00f6righeter i rutan Valda OAuth-omf\u00e5ng till h\u00f6ger genom att dra dem.<\/p>\n<p>Klicka p\u00e5 l\u00e4ngst ned p\u00e5 sk\u00e4rmen <strong>Spara<\/strong>.<\/p>\n<p>Om m\u00f6jligt rekommenderar vi att du v\u00e4ntar minst 10 minuter f\u00f6r att g\u00e5 vidare till n\u00e4sta steg.  Det tar ett tag att slutf\u00f6ra anslutningen och att v\u00e4nta lite kan spara dig ytterligare kr\u00e5ngel.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Steg_5_Anslut_WordPress_till_Salesforce\"><\/span>Steg 5: Anslut WordPress till Salesforce<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Nu \u00e4r det dags att kopiera och klistra in API-nycklarna i WordPress.  Det \u00e4r l\u00e4ttare att g\u00f6ra om du har WPForms och Salesforce p\u00e5 separata flikar s\u00e5 att du snabbt kan v\u00e4xla mellan dem.<\/p>\n<p>S\u00e5 h\u00e4r kopierar du API-nycklar:<\/p>\n<p>1. Fr\u00e5n din Salesforce-webbl\u00e4sare klickar du p\u00e5 <strong>Kopiera<\/strong> tillsammans med Consumer Key.  V\u00e4xla till fliken WPForms och klistra in nyckeln.<\/p>\n<p>2. \u00c5terg\u00e5 till din Salesforce-webbl\u00e4sare.  Tryck p\u00e5 till h\u00f6ger <strong>Klicka f\u00f6r att avsl\u00f6ja<\/strong>.  Kopiera nyckeln, g\u00e5 tillbaka till WPForms och klistra in den.<\/p>\n<p>Klicka slutligen <strong>Anslut till Salesforce<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"497\" class=\"alignnone size-full wp-image-249862\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690089_516_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Ge \u00e5tkomst till Salesforce genom att klicka <strong>Till\u00e5ta<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"637\" class=\"alignnone size-full wp-image-249863\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690089_299_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Ditt Salesforce-konto \u00e4r officiellt kopplat till din WordPress-webbplats.<\/p>\n<p>Du b\u00f6r kunna se ett meddelande h\u00f6gst upp som bekr\u00e4ftar att din anslutning lyckades:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"251\" class=\"alignnone size-full wp-image-249864\" data-lazy-=\"\" isitwp=\"\" free=\"\" wordpress=\"\" theme=\"\" detector=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690089_689_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Integreringssidan b\u00f6r ocks\u00e5 visa att du \u00e4r ansluten framg\u00e5ngsrikt:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"220\" class=\"alignnone size-full wp-image-249865\" data-lazy-=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690090_7_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Nu \u00e4r det dags att skapa dina WordPress-formul\u00e4r.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Steg_6_Skapa_ditt_Salesforce_WordPress-formular\"><\/span>Steg 6: Skapa ditt Salesforce WordPress-formul\u00e4r<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Om du inte \u00e4r bekant med att skapa kontaktformul\u00e4r, kolla in det h\u00e4r inl\u00e4gget om hur du skapar formul\u00e4r i WordPress.<\/p>\n<p>Med WPForms \u00e4r det enkelt att ansluta vilket formul\u00e4r du vill till Salesforce.  Du kan skapa olika objekt inklusive:<\/p>\n<ul>\n<li>Klockor<\/li>\n<li>Kontakter<\/li>\n<li>Direkt<\/li>\n<li>Produkter<\/li>\n<li>Fall<\/li>\n<li>konton<\/li>\n<\/ul>\n<p>F\u00f6r det h\u00e4r exemplet kommer vi att skapa en lead fr\u00e5n v\u00e5rt kontaktformul\u00e4r.<\/p>\n<p>Klicka p\u00e5 i formul\u00e4rbyggaren <strong>Marknadsf\u00f6ring<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"545\" class=\"alignnone size-full wp-image-250015\" data-lazy-=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690090_819_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Klicka sedan <strong>S\u00e4ljstyrka<\/strong> \u00bb <strong>L\u00e4gg till ny anslutning<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"290\" class=\"alignnone size-full wp-image-249867\" data-lazy-=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690090_154_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Nu m\u00e5ste du ge din anslutning ett namn som \u00e4r l\u00e4tt att komma ih\u00e5g senare:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"463\" class=\"alignnone size-full wp-image-249868\" data-lazy-=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690090_929_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>G\u00e5 till Salesforce-kontot du konfigurerade tidigare och klicka <strong>Leda<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"278\" class=\"alignnone size-full wp-image-249869\" data-lazy-=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690090_990_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Mappa dina kontaktformul\u00e4rf\u00e4lt till f\u00e4lt i ledomr\u00e5dena i ditt Salesforce-konto:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"344\" class=\"alignnone size-full wp-image-249870\" data-lazy-=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690090_212_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Klick <strong>Spara<\/strong>.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Steg_7_Publicera_din_Salesforce_WordPress-integration\"><\/span>Steg 7: Publicera din Salesforce WordPress-integration<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Nu \u00e4r det mest sp\u00e4nnande: att publicera integrationen till din WordPress-webbplats.  Och det tar bara n\u00e5gra minuter.<\/p>\n<p>Klick <strong>B\u00e4dda in<\/strong> \u00f6verst i formul\u00e4rbyggaren:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"366\" class=\"alignnone size-full wp-image-249871\" data-lazy-=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690090_600_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Klicka sedan <strong>Skapa ny sida<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"345\" class=\"alignnone size-full wp-image-249872\" data-lazy-=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690090_510_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Ange ett namn f\u00f6r din sida:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"274\" class=\"alignnone size-full wp-image-249873\" data-lazy-=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690090_914_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Klicka p\u00e5 <strong>Kom igen<\/strong> knapp.  Att g\u00f6ra det betyder att WPForms nu har skapat en inb\u00e4ddad WordPress-webbsida med ditt formul\u00e4r.  Nu \u00e5terst\u00e5r bara att sl\u00e5 <strong>Posta<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"\" width=\"740\" height=\"267\" class=\"alignnone size-full wp-image-249874\" data-lazy-=\"\" src=\"https:\/\/blogging-techies.com\/wp-content\/uploads\/2021\/10\/1633690090_575_Como-conectar-Salesforce-a-sus-formularios-de-WordPress.png\"><\/p>\n<p>Voila!  Du har framg\u00e5ngsrikt skapat en WordPress Salesforce-integration.  Vi hoppas att du tyckte att den h\u00e4r handledningen var l\u00e4tt att f\u00f6lja och anv\u00e4ndbar.<\/p>\n<p>Om du gillade det h\u00e4r inl\u00e4gget, se till att kolla in v\u00e5r artikel om de b\u00e4sta WP CRM-plugins f\u00f6r ditt sm\u00e5f\u00f6retag.  Det hj\u00e4lper dig att v\u00e4lja en programvara f\u00f6r kundrelationshantering som \u00e4r perfekt f\u00f6r ditt f\u00f6retag och dina behov.<\/p>\n  <div id=\"ez-toc-container\" class=\"ez-toc-v2_0_88 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/#Varfor_integrera_Salesforce_med_WordPress\" >Varf\u00f6r integrera Salesforce med WordPress?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/#Hur_man_skapar_en_WordPress_Salesforce-integration\" >Hur man skapar en WordPress Salesforce-integration<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/#Steg_1_Kontrollera_din_Salesforce-plan\" >Steg 1: Kontrollera din Salesforce-plan<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/#Steg_2_Installera_och_aktivera_WPForms\" >Steg 2: Installera och aktivera WPForms<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/#Steg_3_Konfigurera_din_Salesforce_WordPress-integration\" >Steg 3: Konfigurera din Salesforce WordPress-integration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/#Steg_4_%E2%80%93_Auktorisera_Salesforce-appbehorigheter\" >Steg 4 \u2013 Auktorisera Salesforce-appbeh\u00f6righeter<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/#Steg_5_Anslut_WordPress_till_Salesforce\" >Steg 5: Anslut WordPress till Salesforce<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/#Steg_6_Skapa_ditt_Salesforce_WordPress-formular\" >Steg 6: Skapa ditt Salesforce WordPress-formul\u00e4r<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/blogging-techies.com\/sw\/sa-har-ansluter-du-salesforce-till-dina-wordpress-formular\/#Steg_7_Publicera_din_Salesforce_WordPress-integration\" >Steg 7: Publicera din Salesforce WordPress-integration<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n ","protected":false},"excerpt":{"rendered":"<p>Vill du ansluta Salesforce till dina WordPress-formul\u00e4r? Om ja, du \u00e4r p\u00e5 r\u00e4tt plats. Genom att skapa en WordPress Salesforce-integration kan f\u00f6retag enkelt skapa nya leads, sp\u00e5ra kundresan, lagra k\u00e4nslig kunddata och mer. S\u00e5 i det h\u00e4r inl\u00e4gget kommer vi att t\u00e4cka exakt hur du ansluter Salesforce till dina WordPress-formul\u00e4r. Men f\u00f6rst, l\u00e5t oss f\u00f6rtydliga [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":784144,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/blogging-techies.com\/wp-content\/uploads\/2023\/06\/image-768x401-1.jpg","fifu_image_alt":"","footnotes":""},"categories":[5],"tags":[],"class_list":["post-784143","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bloggar"],"_links":{"self":[{"href":"https:\/\/blogging-techies.com\/sw\/wp-json\/wp\/v2\/posts\/784143","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogging-techies.com\/sw\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogging-techies.com\/sw\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogging-techies.com\/sw\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blogging-techies.com\/sw\/wp-json\/wp\/v2\/comments?post=784143"}],"version-history":[{"count":0,"href":"https:\/\/blogging-techies.com\/sw\/wp-json\/wp\/v2\/posts\/784143\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blogging-techies.com\/sw\/wp-json\/wp\/v2\/media\/784144"}],"wp:attachment":[{"href":"https:\/\/blogging-techies.com\/sw\/wp-json\/wp\/v2\/media?parent=784143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogging-techies.com\/sw\/wp-json\/wp\/v2\/categories?post=784143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogging-techies.com\/sw\/wp-json\/wp\/v2\/tags?post=784143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}