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

  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 provided in the error message to install the app, then return and attempt to connect again.