# mageme/module-webforms-3-salesforce

> Salesforce integration add-on for WebForms Pro 3

`composer require mageme/module-webforms-3-salesforce`

Canonical URL: https://packagento.com/mageme/module-webforms-3-salesforce

## At a glance

- **Vendor**: mageme (https://packagento.com/mageme.md)
- **Latest version**: 3.0.4 — released 2026-03-25
- **Pricing**: Free
- **Package type**: Magento 2 module
- **Status**: active, accepting new buyers

## Installation

Packagento is licence-gated, so even free packages need a licence on a project before Composer can resolve them.

1. **Sign in or create an account** at https://packagento.com/customer/account/.

2. **Add the package to your account.** Open https://packagento.com/mageme/module-webforms-3-salesforce and complete the free checkout. A licence is minted automatically.

3. **Create or pick a project, then activate the licence on it.**
   - Projects represent the Magento installs you deploy to. Manage them at https://packagento.com/projects/.
   - Activate the new licence on the project you'll deploy this package to. Activation is what generates the Composer credentials scoped to that project.

4. **Add the project credentials to your Magento codebase.**

   Grab the project's public + private key from https://packagento.com/projects/ (open the project, then its Credentials tab), and add them to `auth.json`:

   ```json
   {
     "http-basic": {
       "packagento.com": {
         "username": "ppk_live_...",
         "password": "psk_live_..."
       }
     }
   }
   ```

   Add the Packagento Composer repository to `composer.json`:

   ```json
   {
     "repositories": [
       { "type": "composer", "url": "https://packagento.com" }
     ]
   }
   ```

5. **Install and apply.**

   ```bash
   composer require mageme/module-webforms-3-salesforce:*
   bin/magento setup:upgrade
   bin/magento setup:di:compile
   bin/magento cache:flush
   ```

## What it does

Salesforce integration add-on for WebForms Pro 3

## README

[![Latest Version on Packagist](https://img.shields.io/packagist/v/mageme/module-webforms-3-salesforce.svg)](https://packagist.org/packages/mageme/module-webforms-3-salesforce)
[![Packagist Downloads](https://img.shields.io/packagist/dt/mageme/module-webforms-3-salesforce.svg)](https://packagist.org/packages/mageme/module-webforms-3-salesforce)
[![License: Proprietary](https://img.shields.io/badge/license-proprietary-blue.svg)](https://mageme.com/license/)

Turn Magento 2 form submissions into Salesforce leads. This free add-on for [MageMe WebForms](https://mageme.com/magento-2-form-builder.html) pushes form data to Salesforce CRM via the REST API with OAuth 2.0 authentication, custom field mapping, and campaign membership tracking.

### Features

- Create Salesforce leads automatically from form submissions
- Authenticate via OAuth 2.0 with automatic token refresh
- Map form fields to any standard or custom Salesforce lead field
- Associate leads with Salesforce campaigns and set campaign member status
- Automatic date format conversion and number field sanitization
- Auto-populate FirstName, LastName, Email, and Company from form data
- Resend submissions to Salesforce manually from the Magento admin panel

### Requirements

- Magento 2.4.x
- [MageMe WebForms 3](https://mageme.com/magento-2-form-builder.html) version 3.5.0 or higher
- PHP `curl` and `json` extensions
- Salesforce account with API access (Connected App)

### Installation

```
composer require mageme/module-webforms-3-salesforce
bin/magento setup:upgrade
bin/magento cache:flush
```

### Configuration

1. Go to **Stores > Configuration > MageMe > WebForms > Salesforce** and enter your Salesforce credentials (Client ID, Client Secret, Username, Password).
2. Open any form in the admin panel and configure the Salesforce integration tab to map form fields to lead properties.

### Other MageMe WebForms Integrations

Route your Magento 2 leads and support requests to the right tools:

- [HubSpot](https://github.com/mageme/module-webforms-3-hubspot) — sync contacts, companies, and tickets
- [Zoho CRM & Desk](https://github.com/mageme/module-webforms-3-zoho) — create leads and support tickets
- [Freshdesk](https://github.com/mageme/module-webforms-3-freshdesk) — create support tickets automatically
- [Zendesk](https://github.com/mageme/module-webforms-3-zendesk) — create tickets with custom field types
- [Klaviyo](https://github.com/mageme/module-webforms-3-klaviyo) — build profiles and grow your email lists
- [Mailchimp](https://github.com/mageme/module-webforms-3-mailchimp) — subscribe customers to audiences
- [Zapier](https://github.com/mageme/module-webforms-3-zapier) — connect forms to 7000+ apps

### About MageMe WebForms

[MageMe WebForms](https://mageme.com/magento-2-form-builder.html) is a Magento 2 extension that replaces custom form development with a no-code form builder. Create lead capture forms, quote request forms, application forms, and customer surveys — with conditional visibility, file uploads, multi-step layouts, and native CRM integrations.

[Get MageMe WebForms for Magento 2](https://mageme.com/magento-2-form-builder.html)

### Support

- Documentation: [docs.mageme.com](https://docs.mageme.com)
- Issue Tracker: [GitHub Issues](https://github.com/mageme/module-webforms-3-salesforce/issues)

### License

Proprietary. See [License](https://mageme.com/license/) for details.

## Changelog

* Other: switch to db_schema.xml

### 3.0.3

+ New: license check removed. The add-on is now a part of the WebForms Suite.
+ New: add campaign member registration.

### 3.0.2

- Fix: Salesforce Lead required company attribute default value set

### 3.0.1

- Fix: PHP 8 error on form edit pages if plugin unconfigured

### 3.0.0

- Initial release

## Recent Versions

| Version | Released |
|---|---|
| 3.0.4 | 2026-03-25 |

## Dependencies

### Require

| Package | Constraint |
|---|---|
| ext-curl | * |
| ext-json | * |
| mageme/module-webforms-3 | >=3.5.0 |

## Quality

Latest release (3.0.4) passes the Packagento QA pipeline. Verdicts below are per-cell (Magento line × PHP version) for the matrixed tools, and run-once for the static / security tiers.


### Compatibility

Each Magento line is installed on its supported PHP versions, then the module is built (DI compile + static-content deploy). Cells show passed / failed / untested; staircase gaps render as `–`.

| Magento | PHP 8.2 | PHP 8.3 | PHP 8.4 | PHP 8.5 |
|---|---|---|---|---|
| 2.4.7 | not tested | not tested | – | – |
| 2.4.8 | – | not tested | not tested | – |
| 2.4.9 | – | – | not tested | not tested |


### Code Quality

Advisory checks against the module's source. Never affect the Compatibility verdict — a phpcs finding can't make a module incompatible.

#### Static Analysis

Coding standards (phpcs), mess detection (phpmd), copy-pasted code (cpd), PHP cross-version compatibility, composer.json validity. Each runs once for the whole module.

| Tool | Status | Findings | Summary |
|---|---|---|---|
| PHPCS | Warning | 46 | 46 warnings (ruleset: Magento2) — 17 auto-fixable with phpcbf |
| PHPMD | Warning | 5 | 5 rule violations (UnusedFormalParameter:3, EmptyCatchBlock:1, ExcessiveMethodLength:1) |
| Cpd | Pass | 0 |  |
| Composer validate | Info | 2 | valid; 2 advisory notes (composer validate --strict) |

#### PHPStan

Type-checks the module against a real Magento install. Re-runs per Magento + PHP version because resolvable symbols differ between releases.

| Magento | PHP 8.2 | PHP 8.3 | PHP 8.4 | PHP 8.5 |
|---|---|---|---|---|
| 2.4.7 | Error | Error | – | – |
| 2.4.8 | – | Error | Error | – |
| 2.4.9 | – | – | Error | Error |


### Tests

Unit and integration suites run per Magento + PHP cell. Test failures speak to the module's behaviour, not its compatibility with a line, so they're reported here separately.

#### Unit Tests

| Magento | PHP 8.2 | PHP 8.3 | PHP 8.4 | PHP 8.5 |
|---|---|---|---|---|
| 2.4.7 | N/A | N/A | – | – |
| 2.4.8 | – | N/A | N/A | – |
| 2.4.9 | – | – | N/A | N/A |

#### Integration Tests

| Magento | PHP 8.2 | PHP 8.3 | PHP 8.4 | PHP 8.5 |
|---|---|---|---|---|
| 2.4.7 | N/A | N/A | – | – |
| 2.4.8 | – | N/A | N/A | – |
| 2.4.9 | – | – | N/A | N/A |


### Security

Dependency-advisory audit (composer audit) plus a source malware scan. A malware detection fails the version outright.

| Tool | Status | Findings | Summary |
|---|---|---|---|
| Composer audit | N/A | 0 | no resolvable dependency tree to audit — Your requirements could not be resolved to an installable set of packages. Problem 1 |
| Malware scan | Pass | 0 |  |

## Licence and pricing

Free. A licence is still minted on checkout and bound to your project for Composer access — no payment step.

Refundable within 14 days of first purchase via https://packagento.com/account/refunds/.

## Install via Claude Code or any MCP client

The Packagento MCP server can run the licence + project + Composer steps above in one tool call:

```
purchase_and_install_packages(
  composer_names=["mageme/module-webforms-3-salesforce"],
  project_id="proj_xxx"
)
```

This handles cart, checkout, licence minting, project activation, and writes auth.json credentials. Connect a client with `claude mcp add packagento https://mcp.packagento.com`. Full setup at https://packagento.com/docs/mcp-setup.

## Vendor

mageme is a Magento 2 vendor on Packagento. See https://packagento.com/mageme.md for their full catalogue.