Plugin / Gravity Forms Salesforce Add-on

Katz Web Services, Inc.

Installation

Installation

  1. Upload plugin files to your plugins folder, or install using WordPress’ built-in Add New Plugin installer
  2. Activate the plugin
  3. Go to the plugin settings page (under Forms > Settings > Salesforce Add-on )
  4. Choose your Integration Method (API or Web-to-Lead)

API

  • Select API as your Integration Method
  • Click Save Settings.
  • Click the “Salesforce: API” menu in the current settings
  • Click the “Login with Salesforce” button
  • Log in to Salesforce.com
  • Click on the Forms > Salesforce menu link to create a feed
  • Follow the steps to create a feed

Web-to-Lead

  • Select Web-to-Lead as your Integration Method
  • Click Save Settings
  • Go to the Gravity Forms Forms page (the Forms menu)
  • Edit the form you want to connect with Salesforce
  • On the Edit Form page, under “Form Settings”, click the “Salesforce: Web-to-Lead” link
  • Click the link to create a feed

If you are using the Web-To-Lead Add-on you must have Web-To-Lead enabled. Read how to enable Web-to-Lead on Salesforce.com.

Ratings

3.7
22 reviews

Rating breakdown

Details Information

Version

3.1.2

First Released

09 Jan, 2014

Total Downloads

53,749

Wordpress Version

3.3 or higher

Tested up to:

4.2.25

Require PHP Version:

-

Tags

Contributors

Languages

The plugin hasn't been transalated in any language other than English.

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