To add the license key, navigate to the ‘License’ section in the Salesforce Customer Portal Settings page, and enter the license key in the ‘License Key’ field.
To authenticate your Salesforce Customer Portal, fill up the authentication fields:
Consumer Key: Enter Connected App consumer’s key
Consumer Secret: Enter Connected App consumer’s secret key
Username: Enter the Username for Salesforce account
Password: Enter the Password for Salesforce account
Security Token: Enter the Security Token for Salesforce account
Operation Mode: Select the operation mode as a sandbox or live.
Sync Layout: By clicking on the ‘Sync Layout’ button, the page layout that configured from the CRM will sync into the WordPress portal.
If you already have a Security Token enter it or else reset your Security Token.
How to reset Security Token?
-> To Reset your Security Token, navigate to your personal settings, enter Reset in the Quick Find box, then select Reset My Security Token.
-> Click Reset Security Token. The new security token will be sent to the email address in your Salesforce personal settings.
-> For More Reference visit this link.
How will the CRM layouts sync?
-> When you activate the plugin and authenticate the activation for the first time, the CRM Layouts will sync automatically. It will auto-sync the layout from CRM at the time of authentication success.
-> But whenever there are updates in any layouts (list/edit/detail) from the CRM side, you must click on the ‘Sync Layout’ button from WordPress to sync the updated layouts from the CRM side.
-> Once the layouts are synced, you will get the success message.