Brilliant Web-to-Lead for Salesforce Plugin

Brilliant Web-to-Lead for Salesforce creates a solid integration between your WordPress install(s) and your Salesforce CRM account! People can enter a contact form on your site, and the lead (or case) goes straight into Salesforce CRM: no more copy pasting lead info, no more missing leads: each and every one of them is in Salesforce.com for you to follow up.

Features

You can fully configure all the different settings for the form, and then use a shortcode to insert the form into your posts or pages, or you can use the widget that comes with the plugin and insert the form into your sidebar!

Previous contributors:

• Joost de Valk
• ModernTribe
• Daddy Donkey Labs

Filters and Hooks

Note:

• These should be placed in your active theme functions.php or a functionality plugin.
• Never edit a plugin directly (unless you understand the implications of doing so).
• You can use Pluginception to create a custom plugin for these to make them independent of your theme: https://wordpress.org/plugins/pluginception/

Filters

salesforce_w2l_api_url

Change the API url the plugin posts data to. Passes the form type (lead or case)

add_filter( 'salesforce_w2l_api_url', 'my_w2l_api_url', 10, 2 ); function my_w2l_api_url( $url, $form_type ){ return 'https://my.custom-api-url.com/something/'; } 

sfwp2l_validate_field

Provide your own validation logic for each field.

An error array is passed in, along with the field name, submitted value, and field configuration (type, default value, required, etc).

Here’s an example of blocking common free email providers:

add_filter('sfwp2l_validate_field','block_non_biz_emails', 10, 4); function block_non_biz_emails( $error, $name, $val, $field ){ if( $name == 'email' ){ $non_biz_domains = array( 'gmail.com', 'yahoo.com', 'hotmail.com', 'aol.com' ); $domain = array_pop(explode('@', $val)); if( in_array( $domain, $non_biz_domains ) ){ $error['valid'] = false; $error['message'] = 'Please enter a business email addresss.'; } } return $error; } 

You can add to the $non_biz_domains to block other providers as well.

salesforce_w2l_form_html

HTML of the form before it’s returned to WordPress for display

salesforce_w2l_cc_user_from_name

Change from name (user confirmation)

salesforce_w2l_cc_user_from_email

Change from email (user confirmation)

salesforce_w2l_cc_admin_from_name

Change from name (admin notification)

salesforce_w2l_cc_admin_from_email

Change from email (admin notification)

salesforce_w2l_cc_admin_email_list

Adding this code to your functions.php file will add 3 emails to the list. You can add as many as you want and each will get an admin notification email.

add_filter('salesforce_w2l_cc_admin_email_list','salesforce_add_emails'); function salesforce_add_emails( $emails ){ //uncomment line below to remove site admin //unset($emails[0]); $emails[]='[email protected]'; $emails[]='[email protected]'; $emails[]='[email protected]'; return $emails; } 

salesforce_w2l_cc_user_email_content

salesforce_w2l_cc_admin_email_content

Allows you to filter (append, prepend, modify) the email message content sent to the user or admin(s).

add_filter('salesforce_w2l_cc_user_email_content','salesforce_filter_user_message', 10, 1); function salesforce_filter_user_message( $message ){ $message = 'Before the user message' . "\r\n\r\n" . $message . "\r\n\r\n" . 'After the user message'; return $message; } add_filter('salesforce_w2l_cc_admin_email_content','salesforce_filter_admin_message', 10, 1); function salesforce_filter_admin_message( $message ){ $message = 'Before the admin message' . "\r\n\r\n" . $message . "\r\n\r\n" . 'After the admin message'; return $message; } 

salesforce_w2l_cc_admin_replyto_email

Filter the Reply-To email header (e.g. to allow replies to go to the form submitter)

salesforce_w2l_returl

salesforce_w2l_returl_{Form ID}

Allows you to filter the value of a field before it is output to dynamically populate it with a value, auto set it based on another value, etc.

Examples:

// Filter Return/Success URL on a specific form // salesforce_w2l_returl_{Form ID} add_filter( 'salesforce_w2l_returl_1_tester', 'salesforce_w2l_returl_1_tester_example', 10, 1 ); function salesforce_w2l_returl_1_tester_example( $returl ){ return 'http://123.com'; } 

salesforce_w2l_success_message

salesforce_w2l_success_message_{Form ID}

Allows you to filter the contents of the success message before it is output to dynamically populate it with a value, auto set it based on another value, etc.

Examples:

// Filter Success Message on a specific form // salesforce_w2l_success_message_{Form ID} add_filter( 'salesforce_w2l_success_message_1_tester', 'salesforce_w2l_success_message_1_tester_example', 10, 1 ); function salesforce_w2l_success_message_1_tester_example( $success ){ return 'Testing 123'; } 

salesforce_w2l_field_value

salesforce_w2l_field_value_{Form ID}_{Field Name}

Allows you to filter the value of a field before it is output to dynamically populate it with a value, auto set it based on another value, etc.

Note that the second filter requires you to replace {Form ID} and {Field Name} to be replaced with the relevant form id and field name.

If you need access to the field or form settings in your filter you can use:

$field = salesforce_get_field( $field_name, $form_id ); $form = salesforce_get_form( $form_id ); 

Examples:

// Pre-check a checkbox add_filter( 'salesforce_w2l_field_value', 'salesforce_w2l_field_value_precheck_example', 10, 3 ); function salesforce_w2l_field_value_precheck_example( $val, $field, $form ){ $form_id = 1; // form id to act upon $field_name = 'checkboxfield__c'; // API Name of the field you want to auto check if( $form == $form_id && $field_name == $field && ! $_POST ) return 1; // or whatever the value of your checkbox is return $val; } // Store HTTP referrer in a field (this is not 100% reliable as the browser sends this value to the server) add_filter( 'salesforce_w2l_field_value', 'salesforce_w2l_field_value_referrer_example', 10, 3 ); function salesforce_w2l_field_value_referrer_example( $val, $field, $form ){ $form_id = 1; // form id to act upon $field_name = 'referrer__c'; // API Name of the field you want to autofill if( $form == $form_id && $field_name == $field ){ if( isset( $_SERVER['HTTP_REFERER'] ) ){ return $_SERVER['HTTP_REFERER']; } } return $val; } // Autofill fields based on thew query string (using Google Analytics tracking variables in this example) add_filter( 'salesforce_w2l_field_value', 'salesforce_w2l_field_value_querystring_example', 10, 3 ); function salesforce_w2l_field_value_querystring_example( $val, $field, $form ){ $form_id = 1; // form id to act upon $field_name = 'source__c'; // API Name of the field you want to autofill $qs_var = 'source'; // e.g. ?source=foo if( $form == $form_id && $field_name == $field ){ if( isset( $_GET[ $qs_var ] ) ){ return $_GET[ $qs_var ]; } } return $val; } // Autofill a user's country based on IP add_filter( 'salesforce_w2l_field_value', 'salesforce_w2l_field_value_geoip_example', 10, 3 ); function salesforce_w2l_field_value_geoip_example( $val, $field, $form ){ // Based on this plugin: https://wordpress.org/plugins/geoip-detect/ // Adjust this code to the one used by your geo detection plugin if( !function_exists( 'geoip_detect2_get_info_from_current_ip' ) ) return; $form_id = 1; // form id to act upon $field_name = 'country__c'; // API Name of the field you want to autofill if( $form == $form_id && $field_name == $field ){ $userInfo = geoip_detect2_get_info_from_current_ip(); //$val = $userInfo->country->isoCode; // e.g. US $val = $userInfo->country->name; // e.g. United States } return $val; } // Autofill a date // https://codex.wordpress.org/Function_Reference/current_time // http://php.net/manual/en/function.date.php add_filter( 'salesforce_w2l_field_value', 'salesforce_w2l_field_value_date_example', 10, 3 ); function salesforce_w2l_field_value_date_example( $val, $field, $form ){ $form_id = 1; // form id to act upon $field_name = 'mydatefield__c'; // API Name of the field you want to auto check if( $form == $form_id && $field_name == $field && ! $_POST ) return current_time('Y-m-d'); // or whatever date format you want return $val; } 

salesforce_w2l_form_action

Allows you to remove the form action.

// Remove Form Action add_filter( 'salesforce_w2l_form_action', 'salesforce_w2l_form_action_example', 10, 1 ); function salesforce_w2l_form_action_example( $action ){ return ''; } 

salesforce_w2l_lead_source

Allows you to alter the lead source (per form or globally).

// Alter Lead Source add_filter( 'salesforce_w2l_lead_source', 'salesforce_w2l_lead_source_example', 10, 2 ); function salesforce_w2l_lead_source_example( $lead_source, $form_id ){ if( $form_id == 1 ) return 'Example Lead Source for Form #1 on page id #'.get_the_id(); return $lead_source; } 

salesforce_w2l_post_args

Allows filtering of the wp_remote_post arguments (e.g. extend the timeout, increase redirect limit, etc).

add_filter( 'salesforce_w2l_post_args', 'salesforce_w2l_post_args_example' ); function salesforce_w2l_post_args_example( $args ){ $args['timeout'] = 10; // http timeout in seconds return $args; } 

salesforce_w2l_post_data

Allows filtering of the post data before it is sent to SalesForce.

add_filter( 'salesforce_w2l_post_data', 'salesforce_w2l_post_data_example', 10, 3 ); function salesforce_w2l_post_data_example( $post, $form_id, $form_type ){ error_log( 'POST ARGS = '.print_r( $post, 1 ) ); $post['test'] = 'test'; return $post; } 

salesforce_w2l_show_admin_nag_message

Suppress the organization id missing nag message (return false).

add_filter( 'salesforce_w2l_show_admin_nag_message', '__return_false', 10, 1 ); 

Actions

salesforce_w2l_before_submit

Allows you to do something (read only) with the post data before it’s submitted to SalesForce.

e.g. Send it to another API, log it to a database, etc.

If you need to change the data, use the salesforce_w2l_post_data filter.

add_action('salesforce_w2l_before_submit', 'salesforce_w2l_before_submit_example', 10, 3 ); function salesforce_w2l_before_submit_example( $post, $form_id, $form_type ){ error_log( 'BEFORE SUBMIT '.print_r($post,1) ); } 

salesforce_w2l_error_submit

Allows you to do something (read only) with the post data when there is an error submitting to SalesForce.

e.g. Notify someone via email, log it somewhere, etc.

add_action('salesforce_w2l_error_submit', 'salesforce_w2l_error_submit_example', 10, 4 ); function salesforce_w2l_error_submit_example( $result, $post, $form_id, $form_type ){ error_log( 'ERROR SUBMIT ' . print_r($result,1) ); } 

salesforce_w2l_after_submit

Allows you to do something (read only) with the post data after it’s submitted to SalesForce.

e.g. Send it to another API, log it to a database, etc.

add_action('salesforce_w2l_after_submit', 'salesforce_w2l_after_submit_example', 10, 3 ); function salesforce_w2l_after_submit_example( $post, $form_id, $form_type ){ error_log( 'AFTER SUBMIT '.print_r($post,1) ); } 

salesforce_w2l_get_prefixed_inputs

Allows you to add to or change the list of fields that are auto prefixed by the plugin to avoid collisions with WP Query reserved request parameters

add_filter('salesforce_w2l_get_prefixed_inputs', 'salesforce_w2l_get_prefixed_inputs_example', 10, 1 ); function salesforce_w2l_get_prefixed_inputs_example( $fields ){ $fields[] = 'new_field_name'; return $fields; } 

salesforce_w2l_input_name_prefix

Allows you to change the default field name prefix (_sf) used to avoid collisions with WP Query reserved request parameters.

add_filter('salesforce_w2l_input_name_prefix', 'salesforce_w2l_input_name_prefix_example', 10, 1 ); function salesforce_w2l_input_name_prefix_example( $prefix ){ return 'sfwp2lprefix_'; } 

1. Upload the plugin folder to the /wp-content/plugins/ directory or install via the Add New Plugin menu
2. Activate the plugin through the ‘Plugins’ menu in WordPress
3. Enter your Salesforce.com Organization ID on the plugin configuration page.

1. 

   An example form generated with Brilliant Web-to-Lead for Salesforce (with optional CAPTCHA) -- both post and widget forms are shown in the TwentyEleven theme

2. 

   The backend administration for Brilliant Web-to-Lead for Salesforce

3. 

   The new form editor (multiple forms, hidden fields, add new fields, thanks URL, lead source per form)

2.7.3.9

• Remove Daddy Analytics settings and output (company no longer operating)

2.7.3.8

• Fix WordPress.org assets to support new deploy process

2.7.3.7

• Fix broken assets folder

2.7.3.6

• Fix issues with GitHub auto deploy action

2.7.3.5

• Auto prefix field names known to conflict with WP_Query (like name in WebToCase). Does not alter other field names for backwards compatibility. Prefix and list of fields to be prefixed is configurable via filters.
• Update tested up to version
• Remove inactive contributors

2.7.3.4

• Restore missing assets in WordPress.org repository

2.7.3.3

• Add support for showing year in datepicker
• Update tested up to version

2.7.3.2

• Fix PHP notice
• Update tested up to version

2.7.3.1

• Use compact recaptcha in sidebar forms

2.7.3

• Add support for Google Recaptcha

2.7.2

• Change Reply-to header to use built in email field
• Add Reply-to filter (salesforce_w2l_cc_admin_replyto_email) to allow overriding the default behavior
• Rebrand plugin as Brilliant Web-to-Lead for Salesforce by BrilliantPlugins

2.7.1

• Change API endpoints per https://help.salesforce.com/articleView?eid=ss-tc&id=Updating-the-Web-to-Case-and-Web-to-Lead-Endpoint-URL&language=en_US&type=1

2.7

• Fix widget constructor to be compatible with WP 4.3 (thanks Steven Stevenson)

2.6.7

• Add setting to remove WP CF7 javascript to fix it hijacking forms with WP CF7 CSS integration turned on
• Add setting to enable SSL verification of SalesForce SSL cert when connecting to the API
• Use protocol-less URLs for external resources — fixes insecure content issues (thanks Charles Augello)
• Pass $post to salesforce_w2l_api_url and salesforce_w2l_cc_admin_email_subject (thanks Haruhiko Kobayashi)

2.6.6

• Add setting to make it easier to CC multiple people on new submissions
• Add settings to specify the from name & from email for emails sent by the plugin (note: other plugins may override these settings via filters)
• Add examples for filtering field values
• New ad artwork/links

2.6.5

• Use esc_url_raw instead of sanitize_url
• Update tested with version

2.6.4

• Add Date field with jQuery datepicker functionality
• Add email field type (a text field with auto-validation)
• Update ad artwork
• Add filter for retUrl (redirect URL)
• Add filter for success message

2.6.3

• Fix incorrect form id/anchor bug that broke scrolling to the form after submit

2.6.2

• Fix “Wrong parameter count for trim()” bug in form editor.

2.6.1

• Fix javascript error when not using placeholder label layout
• Make colons after labels optional (see form settings near the bottom to disable)

2.6

• Add filter to allow suppression of the admin screen nag about a missing organization id
• Fix bug that was adding a colon after checkboxes and HTML field labels
• Fix checkbox label alignment on top-aligned forms
• Fix Top Aligned label radio option not being checked when selected (admin)
• Add label layout option for sidebar forms
• CSS tweaks to improve field spacing and improve default sidebar layouts
• Restrain overly wide select fields in sidebar forms
• Beautify CSS formatting consistent

2.5.6

• Further improve auto detection of new options format

2.5.5

• Fix bug in auto detect of new options format that could break fields with newlines and pipes mixed together

2.5.4

• Improve importer to allow forms that have been modified to be imported (thanks Mark Loeffler)
• Fix new hidden fields becoming text fields upon save (typo)

2.5.3

• Added a new picklist options format: newlines and pipes (vs pipes and colons) to allow colons to be used in names/values (and make it easier to read)
• Make all input tags self closing e.g. <input /> for xhtml compatibility
• Disable W3TC object caching when captcha is used (until a cache friendly captcha solution is added)
• Add Content-Type header to form POST

2.5.2

• Tested up to 4.0
• Add plugin icon
• Form id 1 can now be duplicated
• Duplicate forms have (copy) appended to the form name to clearly mark them as the duplicated form

2.5.1

• Refactor salesforce_cc_admin to allow a customizable subject (translators: affects localization strings)
• Email admin on submission errors as well as successes, append result data
• Add salesforce_w2l_post_data filter (see ‘Other Notes’)
• Add salesforce_w2l_before_submit, salesforce_w2l_error_submit, salesforce_w2l_after_submit actions (see ‘Other Notes’)

2.5

• FAQ: Clarify the mess that is picklist fields/names
• Fix label with when using top aligned labels
• Add clearfix to sf_field container
• Fix PHP notice when deleting a form
• Added importer option (finally) to make it easier to generate W2L forms at SF then auto import them

2.4.4

• Allow debug mode to be set (was getting set to 0 before submit)
• Remove debugEmail from user email fields
• Update debug info and add built in field name info on FAQ

2.4.3

• Fix PHP warnings due to switch to strlen for required field validation

2.4.2

• Fix bug where “0” (zero) was not considered a valid value for required fields

2.4.1

• Fix regression bug where checkboxes turn to text fields due to capitalization of option label

2.4

• Allow lead_source to be a form field (i.e. don’t overwrite value if it already exists)

2.3.9

• Allow filtering of wp_remote_post arguments
• Add picklist FAQ regarding field names
• Add Multi-Select field (aka MultiPicklist)
• Refactor code to properly handle strings and arrays as field values (to support multi-selects)
• Add embed URL example code to FAQ

2.3.8

• Add lead source back into admin email
• Add filter for lead source

2.3.7

• Fix issue where deleting form title made the edit link disappear
• Fix settings url in alert to go to settings tab
• Add filter to allow form action to be removed

2.3.6

• Fix issue with OID and other fields being appended to the user confirmation email
• Add salesforce_w2l_cc_user_suppress_fields filter to allow supression of fields in the user confirmation email

2.3.5

• Readme improvements

2.3.4

• Fix bug in load_plugin_textdomain call
• Readme improvements
• Change value input size to match label field

2.3.3

• Fix confusing wrapping on form editor on very wide screens (reported by cindybou)
• Change name of and add note to filters and hooks section

2.3.2

• Add filter for field values
• Add salesforce_get_form and salesforce_get_field helper functions

2.3.1

• Version number bumps

2.3

• Allow some settings to be overridden per form (Success Message, Captcha, OrgId, etc)
• Support for option to use placeholders instead of labels (per form)
• Remove newlines in form HTML that were being converted to
  upon output
• Add Settings link to plugin list screen
• Grey out non enabled fields in admin
• Set a default checkbox width as some themes think input{ width: 100% } is a good idea…
• All default CSS now uses relative sizes
• Prevent multiple submission of form data (even if it’s the same form id on the page multiple times)
• Remember “send me a copy” between submits
• Defined DONOTCACHEPAGE if captcha is enabled
• Fix PHP notices when form is submitted
• Update ads and landing page URLs
• Add support links to plugin list page, restore WP.org plugin link
• Load text domain on plugin init, add .pot file

2.2.5

• Fix PHP warnings and notices

2.2.4

• Add email and captcha error to settings page.

2.2.3

• Added filter to user and admin email content

2.2.2

• Fix deprecated (in PHP 5.3) ereg_replace functon in captcha lib

2.2.1

• Fix untranslatable string (invalid email)
• Set input height to auto (18px causing issues with themes containing plentiful padding)
• Change “Daddy Analytics Webform URL” to “Daddy Analytics Web to Lead URL ID”
• Fixed slashes issues in field labels, select options and field labels in emails
• Test using new deploy script: https://github.com/eyesofjeremy/Github-to-WordPress-Plugin-Directory-Deployment-Script

2.2

• Bug: Fixed checkboxes not retaining checked state after submit
• Bug: Only output DA JS when token has been entered
• Wrapped all output in a div tag to allow styling of success and error messages
• Added #anchor to action to keep form on screen after submit when not the first item in a page (may not work in older versions of IE)
• Add per field validation filter and error output (thanks to http://HomeStretchMktg.com for sponsoring this feature)
• Added tabs to plugin settings page
• Moved form list to its own tab (vs the bottom of the settings screen)
• Added syntax highlighting to defaut CSS example on new Styling tab
• Tested and working in WordPress 3.8

2.1.1

• Fixes a bug that caused the organization id field to be hidden on new installs

2.1

• Add drop down field type (thanks jbuchbinder)
• Improve form HTML (thanks jbuchbinder)
• Add from and reply to options for emails (thanks jbuchbinder)
• Add delete checkbox to form editor (thanks jbuchbinder)
• Add HTML field type (thanks jbuchbinder)
• Add simple checkbox field (thanks jbuchbinder)
• Add ability to duplicate forms (thanks jbuchbinder)
• Add WPCF7 CSS integration option (thanks jbuchbinder)
• Add wrapper divs with class names to visible fields
• Remove Powered by SF for all forms
• Make required field indicator consistent with message
• Comments to lead option (thanks simonwheatley)
• Global DaddyAnalytics settings added to make integration easier
• Added filters to aid in extending the plugin
• Hide fields with no label in admin and user email
• Required fields now trim whitespace from the value before validation (e.g. a space or tab is no longer a valid value)
• Fixed checkbox/label alignment
• Readme improvements
• Added daily limit info to FAQ
• Removed previous contributors no longer involved in plugin development, added credit to readme
• Refactored and cleaned up codebase
• Added filters to allow code based overrides of select features (see Other Notes for details)
• Added Web to Case option (per form setting)
• Fixed first field being added having a duplicate position to last field
• Select fields can have a default value set

2.0.3

• Captcha image now works on subfolder installs (e.g. /wordpress/)
• Removed captcha dependence on including wp-load.php

2.0.2

• Small formatting fixes (checkbox spacing and submit button CSS)

2.0.1

• Fixed issue with captcha URL being broken on some installs
• Added several filters, including one to allow editing of the distribution list for new lead notifications and one to allow filtering of the form HTML before output
• Fixed bug where captcha would wrap outside form on some themes
• Fixed bug where forms other than id 1 did not show field labels in emails
• Fixed bug causing unexpected output upon activation
• Fixed bug that caused form to always be in ‘sidebar’ mode
• Now supports more than 1 form per page
• Forms now have a unique ID for use with CSS and jQuery: salesforce_w2l_lead_[ID] and salesforce_w2l_lead_[ID]_sidebar
• Fixed a bunch of notices and warnings

2.0

• Improved internationalization
• Multiple forms can be created and inserted via shortcode or widget
• Spam protection (with optional captcha)
• Fixed “Cannot use object of type WP_Error as array” bug
• Fixed bug that showed successful submissions as “Failed to connect to SalesForce.com”
• Hidden fields can now be used
• Campaign_ID can now be set per form
• Widget now hides description text upon submission
• Admins can receive an email of submissions
• Users can request a copy of their submission (if enabled)
• Custom return/thanks URL can be defined per form
• Country field added

1.0.5

• Fix in backend security, preventing XSS hack in the backend.

1.0.4

• CSS fix for when sidebar widget and contact form are on the same page.

1.0.3

• Fix in email verification.

1.0.2

• One more escape, plus a check to see whether the email address entered is valid.

1.0.1

• Added escaping around several fields to prevent XSS vulnerabilities.

1.0

• Initial release.