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Gravity Forms Salesforce Add-on
Gravity Leads Not Being Distributed in Salesforce (1 post)

  1. kevinattheloft
    Member
    Posted 5 months ago #

    Hey guys, love your plugin! It is very flexible and easy to use. The only issue we're having with it is that the leads being pushed to Salesforce aren't being distributed, and we have all leads in Salesforce set to auto-distribute round-robin style to our sales team. Our developer had this to say, but we have no idea what he's referring to:

    "The Salesforce API has an option (header) which is called (and this is Salesforce Terminology) and you would ideally look through the options that Gravity has for configuring the link with Salesforce for something along the following:

    AssignmentRuleHeader

    With a boolean (true/false) property of “useDefaultRule”.

    If useDefaultRule is set to FALSE then your round robin stuff is ignored."

    Can you help us with checking this setting and making sure it's correct?
    Here is the site:
    http://www.forafinancial.com/landing/landing-page-concept-1/

    P.S. - Also, if you could tell us how to set a default value for the dropdown, then force the user to pick a different option, that'd be great (first option is essentially a label, seen in the above link).

    https://wordpress.org/plugins/gravity-forms-salesforce/

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