How to connect to Salesforce using manual configuration


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.


To be able to use this alternate connection method, you must enable this filter: gform_salesforce_allow_manual_configuration.


  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. 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.