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WordPress-to-lead for Salesforce CRM
[resolved] Checkbox's/Help Needed (13 posts)

  1. Rule13
    Member
    Posted 1 year ago #

    I need to add checkboxes to my forms... with a master label/title that separates the sections... something like this...

    How did you hear about us?
    [] Radio
    [] TV
    [] Carrier Pigeon
    [] Other

    What products are you interested in?
    [] Robots
    [] Ninjas
    [] Panda Bears
    [] Other

    Can someone please help me figure this out?

    http://wordpress.org/extend/plugins/salesforce-wordpress-to-lead/

  2. Nick Ciske
    Member
    Plugin Author

    Posted 1 year ago #

    This fork has that feature (hasn’t made it into the release yet, but will eventually):

    https://github.com/jbuchbinder/salesforce-wordpress-to-lead

  3. Rule13
    Member
    Posted 1 year ago #

    Thanks Nick. How do I use that fork version? Do I download the ZIP and upload the raw files to the server into the plugins directory (overwriting the existing files)... or is there a better method for updating?

  4. Rule13
    Member
    Posted 1 year ago #

    Nevermind. I see now that I only need to copy/overwrite the salesforce.php file.

    This is exactly what I am looking for!

    Thank you!!!!

  5. michelledodd
    Member
    Posted 1 year ago #

    I downloaded this fork and I see how now I can choose a checkbox. However, I can't figure out how to put a label for the checkbox group, like Rule13 has above. I can only see how to have a label for each check box. I'd appreciate your help.

    Thanks!
    Michelle

  6. Rule13
    Member
    Posted 1 year ago #

    Hey Michelle...

    The way I accomplished this was to insert a field *before* the individual checkboxes. The type of field was HTML and I just created the title for the checkbox group that way... where the label for the HTML field is the actual checkbox group name. It's not a true group label but it works.

  7. michelledodd
    Member
    Posted 1 year ago #

    Thanks, that worked great!

  8. jenrstretch
    Member
    Posted 11 months ago #

    Hi all,

    I created a custom field in Salesforce and added a checkbox to the form - but it's not mapping to Salesforce when I submit the form. I've tried the Salesforce ID, field name, and API field name.

    Any ideas how I need to label a custom field so it syncs with the rest of the info?

    Thanks!
    Jen

  9. Nick Ciske
    Member
    Plugin Author

    Posted 11 months ago #

    Use the API field name (the one that ends in "__c").

    Make sure you put the field name in the left most Field box, and the label in the Label box (these are easy to switch around by accident).

    If you are using a checkbox field type in SF, the checkbox Value should be 1, anything else may not work.

    If you want to store a non boolean value in SF, use a text field at salesforce and a checkbox type in the plugin (at which point you can enter any value you want).

    Checkbox values are only sent when the checkbox is checked (this is built into every browser).

  10. Nick Ciske
    Member
    Plugin Author

    Posted 11 months ago #

    PS- Please start a new thread when asking a new question, thanks!

  11. PixelsCode
    Member
    Posted 8 months ago #

    Nick, is this still a feature not been added?

    I recently spoke to you about a wrapper for the thank you message and you sent me the beta version of the latest code, but I now need this feature with the checkboxes under a single header, which I see is in this fork, but I don't want to apply this and then lose my wrapper for the thank you message.

    Any advice?

  12. Nick Ciske
    Member
    Plugin Author

    Posted 8 months ago #

    Checkbox lists are not implemented yet but should be in v2.3.

    The fork doesn’t do checkbox lists -- just single checkboxes -- which the current version supports as well.

  13. PixelsCode
    Member
    Posted 8 months ago #

    ok thanks.

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