1.Overview

MWB GF Integration with Salesforce allows you to map the gravity form fields by Salesforce object fields to help you record data on your Salesforce CRM effortlessly. This helps in smooth integration between the two platforms.  You are allowed to create feeds to ensure easy mapping of fields of the gravity forms by the Salesforce object fields. Feeds is the set of rules that help you define how you want form entries to sync with your Salesforce CRM dashboard. The MWB GF Integration with Salesforce allows the admin to:  

  1. Authorize access token to allow sync between Salesforce and gravity forms.
  2. Create Leads, Accounts, and Contacts in Salesforce using form submissions.
  3. Enable email notifications to report errors.
  4. Enable logs for synced data and download the log.
  5. Clear all saved data when they uninstall the plugin.
  6. Apply conditional filters to filter the gravity form submissions
  7. Set the number of days after which the logs will be cleared.Learn more about all requirements you must fulfill to activate the GF Integration with the Salesforce plugin in the following sections.

2.Setup Prerequisite

In order to setup the MWB GF Integration with the Salesforce plugin, you need to have the Gravity Forms plugin installed in your WordPress dashboard. You will also be required to sign up on Salesforce with REST API enabled mandatorily.

2.1.Gravity Forms

( *Note: If you already have the Gravity Forms plugin installed, you can skip this step. )

 

  1. Once you have purchased the Gravity Forms plugin, in your WordPress dashboard, go to Plugins→ Add New→ Upload Plugin. Upload the plugin file and click on the Install button.


    2. Again, in your WordPress dashboard, go to
    Forms→ License Key. Enter the license key in the space provided. Click on the Next button.

3. Select the respective radio button to Keep background updates enabled or Turn off background updates. Click on the Next button.

Select the Global settings as per your choice and click on Next.

 

4. Your installation is complete now. Click on the Create A Form button to start creating forms for your WordPress site.

5. Click on Create A Form to start creating your forms. Add the Form Title and Form Description in the space provided respectively.

 

6. Select from the right panel, the type of fields you want to add. The available options are- Standard Fields, Advanced Fields, Post Fields, Pricing Fields. Fill in the field name and other details provided in the respective added fields.

7. Once you are done adding the fields, click on the Update button and your form will be published.

3.Plugin Installation

You can install the MWB GF Integration with Salesforce plugin by following the 2 methods described below:

 

> Automatic Installation 

  1. Go to your WordPress site’s dashboard and log in. Navigate to the sidebar from the administration panel. 
  2. Select Plugins → Menu → Add New from the Plugins drop-down menu. 
  3. Search for ‘MWB GF Integration With Salesforce’ in the search field on this ‘add plugins’ page. 
  4. Click on the Install Now button once you find the MWB GF Integration with Salesforce plugin. 

> Manual Installation

  1. Another method to install the plugin is, after obtaining the plugin file, install it manually by uploading it to the website with your favorite FTP client.

      2. You can easily download the plugin from wordpress.org.

      3. Unzip the plugin when it has been downloaded to your system.

      4. Unzip the MWB GF Integration With Salesforce plugin folder into the wp-content/plugins directory.

      5. Install the plugin from the WordPress admin panel’s Plugins menu.

 Next, you have to authorize the connection between your Gravity Forms and Salesforce panel.

4.Salesforce Integration Setup

1. Once you have activated the plugin, in your WordPress dashboard, go to Forms→ Salesforce. Click on the Connect Your Account.

2. If you do not have a Salesforce account, click on the link- Create A Free Account
. Make sure that REST API is enabled in the Salesforce edition while creating the account. If you have already created an account, you can proceed to setup the app.

3. To setup the app, in your Salesforce account, go to Setup→ Platform Tools→ App→ App Manager→ New Connected App.

4. Fill in the entries for Basic Information.

 

5. Tick the checkbox to Enable OAuth Settings. Now, copy the callback URL from the integration plugin and paste it into the Salesforce App creation. Select relevant scope such as Access and manage your data and Perform requests on your behalf at any time. Click on the Save button. Your app will be created.

6. Now, you can connect the app with the plugin using two methods- Web method and REST API.

7. REST API method:

In your WordPress dashboard, click on the corresponding radio button to select authorization through the REST API method.

Go to the app in your Salesforce dashboard and copy the Consumer Key and Consumer Secret to fill them in the respective fields one by one. 

 

 

8. Web Method:

In your WordPress dashboard, click on the corresponding radio button to select authorization through Web-to-Lead or Web-to-Case method.

For organization ID, in your Salesforce dashboard go to Setup→ Settings→ Company Information. Find the Organization ID from here.

Enter your Salesforce domain with HTTPS (for e.g. https://example.salesforce.com) in the Salesforce Domain field. Your Salesforce domain will be the URL for your Salesforce account.


9. Finally, click on the
Authorize button. Now that the connection is authorized, you can click on the View Dashboard button to proceed. You can click on the refresh icon to refresh the access token instantly. The dashboard also allows you to Reauthorize or Disconnect. It will display the number of Gravity Forms that are synced so far.

5.Feeds

1. In your WordPress dashboard, go to Forms→ Salesforce→ Feed. Select the gravity form you want to view the feeds for. Click on the Add Feeds button.

2. Select the gravity form you want to sync and the corresponding Salesforce object from the respective dropdown menu according to the method chosen before (REST API or Web method). 

Once you select the Salesforce object, you want to synchronize, you will get other options such as mapping fields, adding new fields, and defining the primary field.

3. Select the field type from the drop-down menu. The available options are- Standard Value and Custom Value. 

4. When you opt for the Standard Value field type, you can directly select the value of the gravity form field that you would like to sync with the Salesforce object field.

5. When you opt for the Custom Value field type, you will get the option to manage the Field Value entry according to the placeholders you will select. 

For example, if you want to enter the full name under API name: FirstName, then you can select Custom Value and in the Field Value section, you can add the placeholders for First Name and Last Name (refer to the screenshot below)

6. You can also Add New Field by selecting the field option for the Salesforce object selected in step 2. All the fields are mentioned of the Salesforce object in the dropdown menu given in this section.

7. Click on the Add Field button to add the selected field.

8. To select a Primary Field for the feeds that you create, choose from the dropdown any of the fields that you have added in the ‘map fields’ section.

The primary field allows updating all the other fields with respect to the feed when the user will make the same entry.

 

9. Condition Filter

Using these conditional statements given in the Feeds tab of the plugin, you can apply conditions for each feed. These filters will filter out the unwanted entries to be synced with the Salesforce object fields. 

You can use the AND filter. When each of the conditions defined is satisfied by the form submission, it will be synced.

When you use the OR filter, if any of the defined conditional statements are satisfied, the sync will be triggered.

6.Logs

1. Under the Logs tab, you can view a thorough record of the data synced into your Salesforce account. 

2. You can click on the Clear Log button to clear all the saved logs so far. This will have no impact on the already synced data in your Salesforce account.

3. The Salesforce- GF integration plugin also allows you to Download the log-in CSV format by simply clicking on the given button.

4. The log displays the Feed associated with any synced form, mapped object and fields, response, timestamp, and so on.

5. You get the option to expand each field and review if the submission has a valid entry or not.

7.Settings

1. To be able to view logs in the Logs tab, you need to go to Forms→ Salesforce→ Settings. Turn on the toggle for Enable logs.

2. In the Settings tab, you get a toggle button for Plugin Data. If you turn on the toggle button, all the plugin data will be deleted with the uninstallation of the plugin.

3. Turning on the Email notifications toggle will trigger a notification to be sent right in your inbox if an error occurs while sending data to Salesforce CRM. Mention the email you want to be notified to, in the blank space provided. 

4. In the space provided for Delete logs after N days, enter the number of days you want the plugin to save the logs for you to revisit. The default entry is 7 days.

5. Click on the Save button to save your settings.

8.FAQ's

Our plugin provides conditional filters to filter the form submissions. If the condition filters are set, only those Gravity Form submissions will be exported that fulfill those conditions. The admin has options to use AND filter and the OR filter.

Yes, the Gravity Form Submissions filtering option is available. The filters function is based on the user inputs. Filtering gravity forms can be made possible by applying the  AND / OR logic before sending the form submissions to Salesforce.

Yes, the admin can update existing entries over Salesforce with the help of the “Primary key”.

Yes, our plugin supports data log maintenance of almost every entry/submission sent over to Salesforce and the corresponding response from Salesforce in the form of a table. All you need to do is turn on the toggle button corresponding to Enable logs in the Settings tab.

You can review that log table traversing towards-

WordPress Dashboard > Forms > Salesforce > Salesforce Logs.

Yes, we have the option to enable as well as to disable the email notifications from the settings.

( *Note: Email notifications are only enabled by the admin itself in order to receive an email in case of an error in the data entry from the gravity form. )

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