Creating a Feed for the Salesforce Add-On

Summary

A feed allows form submission data to be sent to another source. In this instance, you will need to create a feed to pass data from your form data through to your Salesforce objects. In addition to mapping fields, you can also specify what the Salesforce Add-On should do when Salesforce identifies the passed data as a duplicate of something that already exists.

Create a Feed

To create a feed to Salesforce using the Salesforce Add-On for Gravity Forms, do the following from your WordPress Admin Dashboard:

  1. Click on Forms in the left side menu.
  2. Select the form that you want to use with Salesforce.
  3. Once within your desired form, hover over Settings and click on Salesforce.
  4. Click Add New to create a new feed. All the options you are presented with are described in the next section.

Feed Settings Reference

SettingDescription
NameTo identify your feed when viewing the feed list page. Required
Object TypeThe Object Type from your Salesforce account to which you want to send data. Object Types are created and managed in the Salesforce platform. Adjust these in Salesforce to align with your data management needs. Required
Feed Conditional LogicIf unchecked, every successful form submission will be sent to Salesforce. If you wish to set specific conditions for sending form data to Salesfoce, check this and fill out the required criteria.

Field Mapping

Mapping is the way you identify which data field in your Salesforce is to be the destination for each of your form fields.

Each Salesforce object will have its own selection of data fields. The fields for the chosen object will be loaded from the object when an object type is selected in the Feed Information section above, allowing you to identify ach of them for mapping.

Mapping fields for the Account Object Type
Screenshot: Mapping fields for the Account Object Type

Duplicate Records

This setting determines how the add-on feed will handle entries that Salesforce identifies as a duplicate.

  • When enabled: The feed will update existing records in Salesforce that are recognized as duplicates. This ensures that your Salesforce data remains up-to-date without creating redundant entries.
  • When disabled: The feed will not update duplicate records. Instead, if a duplicate is found, an error will be displayed in the entry log, and that form entry will not be processed.
Screenshot showing a log entry for a Salesforce duplicate.

The criteria and rules for identifying duplicates are provided and managed from within your Salesforce account settings. Adjust these rules in Salesforce to align with your data management needs.

Known Limitations

Custom values cannot be used in the field mapping for Feed settings.