Banner for Gravity Forms Salesforce
This is the most powerful Salesforce integration available for WordPress. Wordpress Tutorial
Noted That:
  • To install correctly this gravity-forms-salesforce.zip .
  • Fisrt Download the gravity-forms-salesforce.zip to your computer
  • Extract/Open gravity-forms-salesforce.zip to Your Computer.
  • Then, Find readme.txt file inside gravity-forms-salesforce.zip and Open readme.txt .
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the Tips Below.
Start the Tips:

Step-1 : Download " gravity-forms-salesforce.zip " to Your Local Computer.

Step-2 : Then, Login to your " yourdomain.com/wp-admin " Dashboard.

Login to Wordpress Gravity Forms Salesforce

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Go to Plugin Install Gravity Forms Salesforce

Step-4 : Now, Click on " Upload Plugin " button.

Click Upload Button Gravity Forms Salesforce

Step-5 : Now, Browse " gravity-forms-salesforce.zip " Downloaded plugin from your computer, Where you downloaded " gravity-forms-salesforce.zip " According to Step – 1 Above then, click on " Install Now "

Upload Plugin Gravity Forms Salesforce

Step-6 : Now, Click on " Active Plugin "

Activate Gravity Forms Salesforce

Step-7 : Then, See left Side Menu. " Gravity Forms Salesforce " folder is added on left Side Menu. Now, Click on " Gravity Forms Salesforce " folder.

Noted that: If you do not see " Gravity Forms Salesforce " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ".

Step-8 : Now you configure yourself oR Watch video tutorial below about Gravity Forms Salesforce Configurations and Settings or How to work " Gravity Forms Salesforce " in your WordPress site.

oR

After Activated Plugin According to Step-6 then,

  1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find " Gravity Forms Salesforce Add-on " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is Gravity Forms Salesforce Add-on
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide
  1. Upload plugin files to your plugins folder, or install using WordPress’ built-in Add New Plugin installer
  2. Activate the plugin
  3. Go to the plugin settings page (under Forms > Settings > Salesforce Add-on )
  4. Choose your Integration Method (API or Web-to-Lead)

API

  • Select API as your Integration Method
  • Click Save Settings.
  • Click the “Salesforce: API” menu in the current settings
  • Click the “Login with Salesforce” button
  • Log in to Salesforce.com
  • Click on the Forms > Salesforce menu link to create a feed
  • Follow the steps to create a feed

Web-to-Lead

  • Select Web-to-Lead as your Integration Method
  • Click Save Settings
  • Go to the Gravity Forms Forms page (the Forms menu)
  • Edit the form you want to connect with Salesforce
  • On the Edit Form page, under “Form Settings”, click the “Salesforce: Web-to-Lead” link
  • Click the link to create a feed

If you are using the Web-To-Lead Add-on you must have Web-To-Lead enabled. Read how to enable Web-to-Lead on Salesforce.com .


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