If you manage both a Salesforce CRM and a WordPress website, you might have found yourself wondering how to connect the two in an efficient and seamless way—without diving headfirst into complicated code. Fortunately, there’s good news: displaying Salesforce data on WordPress is not only possible without coding but also surprisingly straightforward with the right tools and approaches.
By integrating Salesforce data into your WordPress site, you can dramatically enhance your website’s dynamic capabilities. Whether you want to share CRM-driven insights, show lead data, or create personalized user experiences, it can all be done with visual tools and plugins—no developer required.
Why Connect Salesforce with WordPress?
Before jumping into the “how,” let’s explore the “why.” Connecting Salesforce with WordPress opens up a world of possibilities, such as:
- Lead management: Automatically capture and display lead data from Salesforce onto a WordPress dashboard or portal.
- Customer portals: Show individual customer records, order history, and tickets securely on your website.
- Dynamic content: Display tailored content based on Salesforce data to improve user engagement.
Using No-Code Tools to Bridge the Gap
You no longer need to script APIs or build custom applications to bridge Salesforce and WordPress. With the rise of no-code platforms and plugins, the process has become nearly drag-and-drop.
Here are some popular tools and methods that let you display Salesforce data on WordPress without needing to write a single line of code:
1. WPForms with Zapier Integration
WPForms is a powerful WordPress form builder plugin that integrates seamlessly with various platforms, including Salesforce through Zapier. Here’s how it works:
- Create a form on your WordPress site using WPForms.
- Connect the form to Salesforce via Zapier, allowing every new entry to be pushed to your CRM.
- Retrieve data from Salesforce using displayed form results or feedback mechanisms.
This method is excellent for capturing leads, user feedback, and survey responses, then displaying summary data through widgets or reports on your site.
2. Embed Salesforce Reports
Salesforce allows you to create reports and dashboards internally. You can then share these reports by generating public links or embedding iframes directly into WordPress pages.
To do this:
- Go to the Reports section in Salesforce and select the report you want to share.
- Enable external access or create a public-facing link (note: permissions may vary depending on your Salesforce edition).
- Use an iframe embed plugin in WordPress to insert the report into a page or post.
This approach is especially useful for organizations that want to keep stakeholders informed with real-time CRM data at a glance.
3. Use Dedicated Plugins Like Brilliant Web-to-Lead
One of the simplest ways to display and send data between WordPress and Salesforce is through dedicated plugins like Brilliant Web-to-Lead for Salesforce. This plugin helps you push WordPress form inputs into Salesforce, and with the help of some add-ons or third-party tools, you can also pull data back and display it elegantly.
It allows for:
- Real-time data forwarding from WordPress to Salesforce.
- Optional customization of data display using shortcodes and blocks.
- Support for multiple field types, including dropdowns and checkboxes.
Best Practices and Security Tips
When displaying Salesforce data on your WordPress site, it’s essential to exercise caution, especially where sensitive customer information is involved.
Follow these tips for a secure integration:
- Always use HTTPS to protect data in transit between your site and Salesforce.
- Limit visibility of dynamic data through user roles or membership plugins to prevent unauthorized access.
- Use authentication methods such as OAuth for secure API connections, even with no-code tools.
Conclusion
Connecting Salesforce to WordPress without touching code is more than just a time-saver—it’s a game changer. Thanks to user-friendly tools, plugins, and platforms like WPForms, Zapier, and Salesforce’s native reporting features, anyone can bring the power of CRM data to their WordPress environment.
Whether you’re creating a more personalized visitor experience, streamlining business workflows, or improving lead generation strategies, the ability to display Salesforce data in WordPress has never been easier. So go ahead—unlock the full potential of your CRM system—no coding required.