Axley — WordPress Form-to-Salesforce Mapping: Preferred Office Field

Overview

Axley's website contact form includes a "Preferred Office" dropdown (Waukesha / Madison), but the selected value is not being passed through to Salesforce when a lead is created. This prevents the team from sorting and routing inbound leads by requested office location. The fix involves investigating the WordPress-to-Salesforce automation layer and mapping the field correctly.

A secondary enhancement — capturing the submitter's IP address via a hidden form field — was also identified as a useful complement for geographic lead analysis.

Problem

• The "Preferred Office" dropdown exists on the website contact form but does not map to any Salesforce field on lead creation.
• Sebastian Gant (Axley) cannot sort email leads by office preference, making it difficult to understand demand split between Waukesha and Madison.
• The form lives in WordPress; the connection to Salesforce is handled by a third-party automation (likely Jitterbit or a similar connector).

"I'm wondering if we can add this so that this gets pulled into Salesforce just so I can sort email leads by office request."
— Sebastian Gant, 2025-11-17 meeting

Proposed Fix

1. Map "Preferred Office" to Salesforce

1. Identify the WordPress-to-Salesforce automation currently running (likely Jitterbit or a native WP plugin).
2. Confirm the form field name/ID for the "Preferred Office" dropdown in WordPress.
3. Create a corresponding custom field in Salesforce (e.g., Preferred_Office__c) if one does not already exist.
4. Update the automation mapping to pass the dropdown value into that Salesforce field on lead submission.
5. Verify with a test submission that the value populates correctly.

2. Add Hidden IP Address Field (Secondary Enhancement)

• Add a hidden field to the contact form that captures the submitter's IP address at time of submission.
• Pass this value into a Salesforce field (e.g., Submitter_IP__c) alongside other lead data.
• Use IP data as a supplementary signal for geographic origin — useful when "Preferred Office" is left blank or when validating location claims.
• Caveat: IP data is imperfect (VPNs, shared networks), but provides directionally useful data for lead analysis.

"You can create a hidden field on that form that puts the IP address of the user. And then you could figure out where they are... it's not perfect because some people use VPNs and things, but you're going to get some interesting data from that hidden field."
— Mark Hope, 2025-11-17 meeting

Action Items

• [ ] Sebastian (Asymmetric): Investigate the WordPress-to-Salesforce connector to identify how form fields are currently mapped
• [ ] Sebastian (Asymmetric): Map "Preferred Office" dropdown value to a Salesforce lead field
• [ ] Sebastian (Asymmetric): Add hidden IP address field to the contact form and map to Salesforce
• [ ] Axley: Confirm field naming conventions and any Salesforce admin constraints before import

Owner

Paul Buniel / Sebastian Gant (Asymmetric) — flagged for follow-up alongside the ^[1] work, to be scheduled post-holidays.

Related

• ^[2]
• ^[3]
• ^[4]