Setting Up the Salesforce Add-On

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, refer to this Salesforce developer article that outlines the license types known to provide API access. Salesforce offers many promotional and trial editions that may or may not have API access.

Setup

  1. Log into your WordPress admin dashboard.
  2. In the left-side navigation menu, hover over Forms, then click 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.

Note: The Gravity Forms Salesforce Add-On does not support connecting to Sandbox environments.

Installing the Gravity Forms External Client App

Salesforce has added additional security requirements for new connections from connected apps, which are necessary for the Salesforce Add-On to function. During installation, Salesforce prompts you to choose the app’s access: Install for Admins Only, Install for All Users, or Install for Specific Profiles. Make sure the Salesforce user you’ll use to connect Gravity Forms is included in whichever option you choose, or the connection will fail.

  1. If you do not have it installed, you can install it here.
  2. You will be redirected to Salesforce to install the Gravity Forms External Client App in your Salesforce Org.
  3. Log in to your Salesforce account if prompted.
  4. Review the installation prompt and click Install.
Image showing Salesforce dashboard

Note: If you attempt to connect without installing the Gravity Forms External Client App, you will see an error message. Click the link in the error message to install the app, then return and try connecting again.

Salesforce Connection Limits

Salesforce limits the Gravity Forms External Client App to a maximum of 5 connected sites per Salesforce account. This is a Salesforce-enforced hard limit.

If you connect a sixth site using this method, Salesforce will immediately disconnect one of the other five connections to make room for it.

If you need to connect more than five sites to the same Salesforce account, a possible workaround is to authenticate using your own custom Connected App instead of the Gravity Forms External Client App. See our article connecting to Salesforce using manual configuration for details.

Troubleshooting

If Salesforce rejects the add-on’s access token and it cannot be refreshed, the add-on disconnects the site automatically. When this happens, a message reading “The Gravity Forms Salesforce Add-On has been disconnected from Salesforce, so entries are not being sent. Learn how to fix this.”

Image showing add-on disconnected error message

To resolve this, go to Forms > Settings > Salesforce and reconnect using the Connect to Salesforce button.

Note: A temporary Salesforce service outage will not disconnect your site. In that case, you will see a different message: “There is a problem communicating with Salesforce right now, please check back later…” and no reconnection is required, the add-on will recover automatically once the outage ends.