We will try to create a small plugin which provides a Salesforce API Integration and hook into a Gravity Form plugin submission. Speaker: @me

1. WordPress Custom Page Settings
Salesforce + Gravity Forms API
Integration Showcase
#HANOI #WORDPRESS MEETUP
10 April 2019
Khoi Nguyen
Technical Lead
Solis Lab

2. About Me
Nguyễn Minh Khôi
khoipro.com
khoiprodotcom@gmail.com
#Fullstack #Frontend #Developer
Technical Lead
solislab.com
Locale Manager
vi.wordpress.org
Blogger
codetot.com, wphub.vn, hosttot.vn
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3. Custom Page Settings
• Adding Administrator Menu Items
(https://codex.wordpress.org/Adding_Administration_Menus)
• Creating Options Pages
(https://codex.wordpress.org/Creating_Options_Pages)
• Register Sections
• Register Fields
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4. Administrator Menu Items
General Functions
● add_menu_page()
● add_object_page()
● add_utility_page()
● remove_menu_page()
● add_submenu_page()
● remove_submenu_page()
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Menu Page
Sub-Menu Page

5. Administrator Menu Items
WordPress Administration Menus
● add_dashboard_page()
● add_posts_page()
● add_media_page()
● add_pages_page()
● add_comments_page()
● add_theme_page()
● add_plugins_page()
● add_users_page()
● add_management_page()
● add_options_page()
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6. Code Example
Administrator Menu Items
add_action( 'admin_menu', ‘salesforce_api_page_setup’ );
function salesforce_api_page_setup() {
add_options_page('Salesforce API', 'Salesforce API',
'manage_options', 'salesforce-api', ‘salesforce_api_page’);
}
function salesforce_api_page() {
if ( !current_user_can( 'manage_options' ) ) {
wp_die( __( 'You do not have sufficient permissions to access
this page.' ) );
}
?>
<div class="wrap">
<p>Here is where the form would go if I actually had
options.</p>
</div>
<?php
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7. Code Example
Creating Options Page
<div class="wrap">
<h1>My Settings</h1>
<form method="post" action="options.php">
<?php
// This prints out all hidden setting fields
settings_fields(‘salesforce_api_settings’);
// This will output all input fields
do_settings_sections( 'salesforce_api_section' );
// This will output a submit button
submit_button();
?>
</form>
</div>
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8. Code Example
Creating Options Page
add_action( 'admin_init', array( $this,
‘salesforce_api_register_fields’ ) );
function salesforce_api_register_fields() {
register_setting(
‘salesforce_api_settings’, // Option group
‘salesforce_api_consumer_key’, // Option name
array(
‘type’ => ‘string’,
‘Sanitize’ => ‘sanitize_text_field’ // Prevent
)
);
add_settings_section(
'salesforce_api_section', // ID
'Salesforce API Settings', // Title
function() { return ‘’; }, // Callback
'salesforce-api' // Page
);
}
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add_settings_field(
‘salesforce_api_consumer_key’, // ID
'Consumer Key’, // Label
‘render_input’,’
'salesforce-api', // Page
'salesforce_api_section’ // Section,
array(
‘id’ => ‘salesforce_api_consumer_key’
)
);
function render_input($item) {
$value = get_option($item[‘id’]);
echo ‘<input class=”regular-text”
type=”text” value=”’ . $value . ’”>’;
}

9. Walkthrough
See how it actually works in a real practice.
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10. Salesforce API + Gravity Form
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Salesforce API
Gravity Form
(WordPress plugin)
WordPress Website
(for example: https://demo.test)
OAuth 2 Token Access
gform_pre_submission() hook
Allowed
permissions
from Salesforce

11. Steps
1. Register Custom Page Settings
2.Register basic Custom Field Settings and Section
3.Register Gravity Form select setting
4.Setup ?action=authorize to get access token
5.Setup ?action=revoke to revoke access token
6.Setup an All Object select
7.Setup a Fields Object select
8.Setup Mapping fields Field Setting
9.Mapping Existing Gravity Form Fields with fields
from Lead
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12. Dev Notes
WordPress wp-admin Environment
get_query_var(‘action’) not working. Using $_GET[‘action’] instead.
To make a redirect, using:
wp_redirect($url);
die();
To add query arguments to url:
add_query_arg(array(‘action’, ‘revoke’), admin_url(‘/options-
general.php’))
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13. Dev Notes
Gravity Form Submission
To send a submission to another third party, trigger action:
gform_pre_submission()
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14. Dev Notes
Salesforce API
- App Settings:
- Remove timeout of refresh/access token.
- Setup “Relax IP restriction”
- Setup a correct callback, can be multiple callbacks
- Using HTTPS connection
- API Request Response
- The body request contains `message` to read the error. Can be
read through wp_remote_retrieve_body($response) function
- Error output: WordPress provides add_settings_error() to display
a message in the default style.
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15. Follow more resources
#WPVN - vi.wordpress.org
SOLIS LAB - solislab.com
CODE TỐT - codetot.net
WPHUB - wphub.vn
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