Introduction
This method allows you to configure the Salesforce Add-On connection manually. This is useful when working on a client’s site or when it is impractical to log in to the Salesforce account to connect to Salesforce.
Pre-requisite
To be able to use this alternate connection method, you must enable this filter: gform_salesforce_allow_manual_configuration.
Setup
- Log into your WordPress admin dashboard.
- On the left side navigation menu, hover over Forms and click on Settings.
- From this page, click the Salesforce tab.
- Enter your Consumer Key, Consumer Secret, and your Salesforce Domain. For help finding your Salesforce domain, refer to this article.
- Click Update Settings. If all goes well you will be notified by a green check mark beside the box. If you do not see a green check mark, please double check this information and try again.
You are now ready to create a feed for the Salesforce Add-On.