In this video, you will learn how to install WP Fusion and set up a direct connection to your Salesforce account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the ‘Select Your CRM’ dropdown choose ‘Salesforce’
To enable to the connection to Slaesforce we need to enter the username and password for the administrator of your salesforce account.
This is usually your unique SalesForce email address assigned to you upon setup.
Your security token can be generated by logging into your Salesforce account, selecting the user menu and choosing ‘My Settings’.
Under the ‘Personal’ section choose ‘Reset My Security Token’.
When you click the button Salesforce will send you an email with your new API key.
Paste this into the appropriate field in WP Fusion.
Then click on ‘Test Connection’
WP Fusion will now establish a direct connection to your SalesForce account and import your tags and custom fields.
To finalize the process click on ‘Save Changes’