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KWSGFWebToLeadAddon::log_debug("DA::filter_api_merge_vars() - Added DA data to merge vars. Token: {$submitted_token} and Url: {$submitted_url}");
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do_action('kwsgfwebtoleadaddon_log_debug', "DA::filter_api_merge_vars() - Added DA data to merge vars. Token: {$submitted_token} and Url: {$submitted_url}");
@@ -60,11 +60,25 @@ If you have questions, comments, or issues with this plugin, <strong>please leav
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1. Upload plugin files to your plugins folder, or install using WordPress' built-in Add New Plugin installer
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1. Activate the plugin
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1. Go to the plugin settings page (under Forms > Settings > Salesforce)
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1. Enter the information requested by the plugin.
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1. Click Save Settings.
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1. If the settings are correct, it will say so.
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1. Follow on-screen instructions for integrating with Salesforce.
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1. Go to the plugin settings page (under Forms > Settings > Salesforce Add-on )
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1. Choose your Integration Method (API or Web-to-Lead)
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### API
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- Select API as your Integration Method
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- Click Save Settings.
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- Click the "Salesforce: API" menu in the current settings
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- Click the "Login with Salesforce" button
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- Log in to Salesforce.com
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- Click on the Forms > Salesforce menu link to create a feed
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- Follow the steps to create a feed
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### Web-to-Lead
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- Select Web-to-Lead as your Integration Method
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- Click Save Settings
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- Go to the Gravity Forms Forms page (the Forms menu)
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- Edit the form you want to connect with Salesforce
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- On the Edit Form page, under "Form Settings", click the "Salesforce: Web-to-Lead" link
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- Click the link to create a feed
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__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](https://help.salesforce.com/apex/HTViewHelpDoc?id=setting_up_web-to-lead.htm).
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@@ -76,14 +90,30 @@ Please check the box "Enable Salesforce debugging emails" in the Web-to-Lead set
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= Web-to-Lead: How do I convert my existing form configuration to Feeds? =
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See "Web-to-Lead: How do I create a Feed" below.
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= API: How do I create a Feed? =
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- Go to the plugin settings page (under Forms > Settings > Salesforce Add-on )
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- Choose your Integration Method (API or Web-to-Lead)
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- Select API as your Integration Method
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- Click Save Settings.
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- Click the "Salesforce: API" menu in the current settings
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- Click the "Login with Salesforce" button
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- Log in to Salesforce.com
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- Click on the Forms > Salesforce menu link to create a feed
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- Follow the steps to create a feed
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= Web-to-Lead: How do I create a Feed? =
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__To create a feed:__
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1. Go to "Forms" in your admin
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1. Click on the name of the form you want to link with Salesforce
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1. Hover over "Form Settings" and click on the "Salesforce: Web-to-Lead" link
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1. Follow the instructions to create a Feed.
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- Go to the plugin settings page (under Forms > Settings > Salesforce Add-on )
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- Select Web-to-Lead as your Integration Method
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- Click Save Settings
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- Go to the Gravity Forms Forms page (the Forms menu)
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- Edit the form you want to connect with Salesforce
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- On the Edit Form page, under "Form Settings", click the "Salesforce: Web-to-Lead" link
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- Click the link to create a feed
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= Web-to-Lead: How do I modify the debug email address? =
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The Salesforce debugging emails are sent to the website administrator by default. To modify this, add a filter to `gf_salesforce_salesforce_debug_email_address` that returns an email address.
@@ -239,7 +269,7 @@ __If that doesn't work__, you can modify the format for the date by using this c
Copy file name to clipboardExpand all lines: trunk/salesforce.php
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/*
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Plugin Name: Gravity Forms Salesforce Add-On
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Description: Integrates <a href="http://katz.si/gf">Gravity Forms</a> with Salesforce, allowing form submissions to be automatically sent to your Salesforce account.
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