WiscWeb - WordPress UW Theme - Salesforce Integration with Gravity Forms

The following document will walk you through how to set up your Gravity Forms form to send data to Salesforce "web to case" and "web to lead" forms.

In This Document:

Disclaimers

It is important to note that at this time, the integration of Gravity Forms to Salesforce will only work with the following types of Salesforce forms:
  • Web to Case
  • Web to Lead
Additionally, these instructions assume you have already set up a form in Gravity Forms with the same fields as exist in your Salesforce form.

Step 1: Plugin Activation

In order to connect your Gravity Forms submissions to Salesforce, you will need to activate the UW Submit to Third Party plugin. 

This plugin can be activated by Administrators using the instructions in WiscWeb - WordPress UW Theme - Self Service Plugin Activation / Deactivation.

Step 2: Adding a Salesforce ID

In order for your Gravity Forms form submissions to submit to your Salesforce form, you will need to enter a Salesforce ID for that form into your Gravity Forms form settings: 
  1. Navigate to your Gravity Forms form
  2. Select the Form Settings link
  3. Scroll down and find the box that calls for a Salesforce ID
  4. Toggle this option on and paste in your Salesforce form ID into the text field

Step 3: Adding Salesforce Field IDs

Once you've set your overarching Salesforce ID in the form settings, you can start connecting your individual Gravity Forms form fields to the field IDs from Salesforce:
  1. Navigate to your Salesforce form
  2. Copy the Field ID name for the field you'd like to connect to
  3. In Gravity Forms, locate the related field/question. Toggle to the Advanced settings and paste the ID into the Salesforce Form ID field
  4. Repeat these steps for each field in your form for which you'd like to connect to Salesforce

Support

If you have questions relating to the steps for setup in Gravity Forms, please reach out to help@doit.wisc.edu.

If you have questions relating to the steps for setup or maintenance of a Salesforce form, please reach out to your Salesforce org contact.

Troubleshooting

  • What if my custom or standard object is not accommodated?
    We are currently working with Salesforce groups all over campus to learn more about usage. There may be additional integration options added in the future.

See Also:




Keywords:salesforce, gravity forms, form, connect, integrate, ID, web to lead, web to case   Doc ID:110856
Owner:Jenna K.Group:WiscWeb CMS
Created:2021-05-17 11:33 CDTUpdated:2021-09-28 11:37 CDT
Sites:DoIT Help Desk, WiscWeb CMS
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