How to connect to Salesforce using manual configuration

• Introduction
• Pre-Requisites
• Setup

Introduction

This method allows for the manual configuration of the Salesforce Add-On connection. It is particularly useful when managing a client’s site or when logging into the Salesforce account to establish the connection is not feasible.

Note: To use the manual configuration connection method, you must first enable the gform_salesforce_allow_manual_configuration filter to display the related settings.

Pre-Requisites

Manual configuration requires a Connected App in Salesforce that supports the Client Credentials OAuth flow. Using an External Client App is not recommended and may cause authentication errors. See Salesforce: Set Up the Client Credentials Flow for a Connected App.

Setup

1. Log into your WordPress admin dashboard.
2. On the left side navigation menu, hover over Forms and click on Settings.
3. From this page, click the Salesforce tab.
4. Enter your Consumer Key, Consumer Secret, and your Salesforce Domain. For help finding your Salesforce domain, refer to this article.
5. Click Update Settings and a green checkmark confirms success, otherwise verify details and retry.

You are now ready to create a feed for the Salesforce Add-On.

Note: For issues establishing the connection or locating the Callback URL, navigate to Forms > Settings > Salesforce in the WordPress admin dashboard. Copy and paste the URL from the browser’s address bar. The URL should resemble this format: admin.php?page=gf_settings&subview=gravityformssalesforce