In this video, you will learn how to install WP Fusion and set up a direct connection to your Salesforce account.
Note: To use WP Fusion with Salesforce, you will need API access.
Editions with API Access:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
Editions without API Access:
- Group Edition
- Essentials Edition
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the ‘Select Your CRM’ dropdown choose ‘Salesforce ’.
To enable the connection we need to authorize with Salesforce and generate access keys for your website.
1. Click ‘Authorize with Salesforce’:
2. Login to your WP Fusion account:
3. Allow WP Fusion (OAuth):
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’.
4. Important: Complete the app installation in Salesforce.
WP Fusion is now connected to Salesforce, but the access will expire when your refresh token expires.
To prevent the refresh token from expiring, go to Salesforce and navigate to Setup » Connected Apps OAuth Usage and click Install next to WP Fusion.
#Refresh Token Policy
By default WP Fusion is installed with an indefinite refresh token.
However, we have seen some Salesforce apps with different security policies that cause the WP Fusion app to get installed with a temporary refresh token.
That means that when the refresh token expires, you’ll need to click the Reauthorize With Salesforce link again.
To fix this, head to Settings » Connected Apps » WP Fusion and make sure the Refresh Token Policy is set to Refresh token is valid until revoked.
#Connected sessions limit
Note: Salesforce limits the total number of connected apps to four per a single user account. If you add a fifth WP Fusion site, you will find that that site repeatedly loses its refresh token, and the API connection is broken.
You can check this for your user by looking at the Use Count under the Connected App User’s Usage page in the Salesforce admin.
If you need to connect more than four WP Fusion sites to the same Salesforce account, our recommendation is to create a new admin user, and log in as that user for any additional authentications.
#Tags with Salesforce
WP Fusion gives you a few options for segmenting your Salesforce contact records— topics, tags, and picklist values. For more information see our tutorial on Tags with Salesforce.
By default WP Fusion interfaces with the Contacts object in Salesforce. This can be changed by clicking the Object Type dropdown on the setup tab.
After changing the object type you should click Refresh Available Topics & Fields to load the fields for the new object type.