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Do I need both plugins activated?

No, you only need one, and the API plugin is recommended: the Web to Lead plugin is no longer being actively developed. If you are using Web to Lead, you don't need the API plugin activated. If you are using the API plugin, you don't need the Web to Lead activated.

What are the server requirements?

Your server must support the following:

• PHP 5.x
• SOAP Enabled
• SSL Enabled
• cURL Enabled
• OpenSSL Enabled

How do I configure the API plugin?

How to set up integration:

1. In WordPress admin, go to Forms > Salesforce > Salesforce Settings
2. If you don't have your security token, follow this link to Reset Your Security Token
3. Come back to this settings page and enter your Security Token, Salesforce.com Username and Password.
4. Save the settings, and you should be done!

How do I set a custom Lead Source? (Web to Lead)

This feature support was added in version 1.1.1. gf_salesforce_lead_source is the filter.

Add the following to your theme's functions.php file. Modify as you see fit:

add_filter('gf_salesforce_lead_source', 'make_my_own_lead_source', 1, 3);

function make_my_own_lead_source($lead_source, $form_meta, $data) {
    // $lead_source - What was about to be used (normally Gravity Forms Form Title)
    // $form_meta - Gravity Forms form details
    // $data - The data passed to Salesforce

    return $lead_source; // Return something else if you want to.
}

Can I use Salesforce Custom Fields? (Web to Lead)

With version 1.1, you can. When you are trying to map a custom field, you need to set either the "Admin Label" for the input (in the Advanced tab of each field in the Gravity Forms form editor) or the Parameter Name (in Advanced tab, visible after checking "Allow field to be populated dynamically") to be the API Name of the Custom Field as shown in Salesforce. For example, a Custom Field with a Field Label "Web Source" could have an API Name of SFGA__Web_Source__c.

You can find your Custom Fields under [Your Name] → Setup → Leads → Fields, then at the bottom of the page, there's a list of "Lead Custom Fields & Relationships". This is where you will find the "API Name" to use in the Admin Label or Parameter Name.

What's the license for this plugin?

This plugin is released under a GPL license.