Setting Up the Salesforce Add-On

This is a beta release and is available for download via your Gravity Forms account downloads page. We encourage you to thoroughly test beta releases in controlled sandbox environments and do not recommend their use on production environments. Beta functionality and features may be subject to change or removal before final release.

Pre-Requisites

Note on API Access: To utilize the Gravity Forms Salesforce Add-On, your Salesforce account must have access to the Salesforce API. For more information on this, refer to this Salesforce developer article that outlines the license types known to provide API access. Note that Salesforce offers many promotional and trial editions that may or may not have API access. Use our Salesforce Connection Verification Tool to confirm your Salesforce account supports the required APIs for our Gravity Forms integration.

Setup

  1. Log into your WordPress admin dashboard.
  2. On the left side navigation menu, hover over Forms and click on Settings.
  3. Click the Salesforce tab.
  4. Click the Connect to Salesforce button.
Image showing instructions to connect to Salesforce.
Image showing the redirect while connecting to Salesforce.

Once you have successfully authenticated your account, you will see the message Signed into Salesforce.

Image showing Salesforce connection status.

You can then set up a Salesforce feed using the instructions shown in this article.