VIA Lead Integration for Gravity Forms and Salesforce
| Author: | VIA Studio (profile at wordpress.org) |
| WordPress version required: | 5.0 |
| WordPress version tested: | 5.3.8 |
| Plugin version: | 1.0.5 |
| Added to WordPress repository: | 14-01-2020 |
| Last updated: | 01-09-2020
Warning! This plugin has not been updated in over 2 years. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress.
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| Rating, %: | 100 |
| Rated by: | 4 |
| Plugin URI: | |
| Total downloads: | 1 108 |

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Have you been frustrated trying to connect web forms to your CRM systems? VIA Studio feels your pain. This is what led to the development of our Gravity Forms to SalesForce plugin. It allows WordPress sites to easily integrate and funnel potential customers and leads from Gravity Forms to SalesForce systems. It works with any WordPress theme.
If assistance is still needed in setting up our Gravity Forms to SalesForce plugin we provide direct support through a full documentation section, FAQs and a contact form to speak directly to our development team who built the plugin.
Quit worrying about the setup and management of your Gravity Forms to SalesForce integrations and instead focus on driving leads and results!
Screenshots

Enter the Salesforce account and API information in the plugin settings to activate the plugin.

Gravity forms will now have a Salesforce link available.

A form's Salesforce settings will allow you to set up a feed.

In the feed settings, the form's fields can be mapped to Salesforce object fields.
FAQ
Where can I find the complete documentation?
https://plugins.viastudio.com/plugin/via-gravityforms-salesforce/docs
Are there any hooks or filters for developers?
Yes! There are several useful hooks and filters for extending the plugin.
Please refer to the complete documentation:
https://plugins.viastudio.viastaging.com/plugin/via-gravityforms-salesforce/docs
ChangeLog
1.0.5
1.0.4
1.0.3
- Plugin release notes
- Give feed the default name before pre-saving it Gravity forms expects the field to be
feedName
- Make sure feeds and update_dupes are objects
1.0.2
- Ensure zip file extracts with a containing folder
- Remove debug code
1.0.1
- Check license key before processing feeds With the previous commit, the license key was only checked when someone visited the settings page. This re-checks the key whenever a feed is processed.
- Fix admin warning after a valid key is entered The settings are saved late in the request so we cannot determine if the new key is valid when the admin notice is added. Therefor, it has been removed from the settings page.
- Add link to documentation
- Back-end duplicate handling
- Settings form for updating duplicates
- Fix conditional name for consistency
- Don’t submit the form until our ajax call is complete
- Add spinner while field list is loading
- Script to build plugin zip file
- Added functionality for free mode
- Valid/Invalid license message box
- Don’t process feeds if the license is invalid
- Class for managing special plugin settings.
- Nag message for missing license key
- License key settings field
- Add license package
- Pass along Salesforce REST API exceptions
- Improved settings UI
- Fix how admin styles are enqueued
- Fix padding in feed list
- Use feed’s ID in meta key * This allows us to have multiple feeds that use the same Salesforce object
- Pre save new feeds so we have the feed’s ID available in AJAX call
- Add filter to allow modifying data before sending to Salesforce
- Custom actions on submit
- JSON decode before checking for empty If field mappings are not set, the vale is saved as string equal to “null”. json_decode will convert this into a null object
- Enable conditional logic setting for feeds
- Skip fields that aren’t createable/updateable
- Add Salesforce object to feeds table
- Refactor admin ajax actions
- Fix bug when changing objects
- Register JS with gravity forms for use in noconflict mode
- Add support for feed order
- Plugin naming tweaks
- Coding standards
- Use Gravity Form to generate field options
- Add options for all field types
- Process feed
- Account for different field types
- Style error boundary modal
- Fix errors from Gruntfile
- Fix bug adding field map
- Refactor Feeds actions
- Add stage-2 babel preset
- Refactor Meta actions
- Fix error in FormFieldList
- Rough start on error styles
- Remove viagf form meta on form delete
- Move admin ajax actions to their own method
- Comments
- React feed settings form
- Cleanup babel includes
- Enqueue plugin JS/CSS
- Webpack build for plugin JS/SCSS
- Fixing select sorting
- Fix typos
- Function to return a list of all sobjects
- Remove GravityForms check from Loader
- Switch from extending GFAddOn to GFFeedAddOn
- Add form settings to map gravityform fields to salesforce fields
- Ensure we’re logged in before getting usage info
- Function to return fields in the Contact object
- GF addon instance function to get Salesforce api
- Authenticate with Salesforce API or show error
- Move settings from Loader to GF Add-On
- Basic GravityForms add-on
- Add plugin version option
- Change form setting label
- Stubs for actions and admin menus
- Custom GF form setting
- Make sure GravityForms plugin is activated
- Plugin scaffolding
- Initial package files
- Initial add